Here is a video tutorial of how to take a case advanced find, edit the query, troubleshoot errors in SQL Management Studio, and update your excel query.
The steps are:
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Your video is very useful for onPrem solutions but I am connecting to a hosted CRM system and everytime I try to edit the sql it shows it as a web query which you cant edit. Does that mean for hosted solutions you cannot manually edit the raw sql that is executed?
Dan,
Make sure you save it as an xlsx file once you have opened it, otherwise it will stay in an xml format which won’t save the changes. Once you have it saved as an xlsx file you should be able to edit the excel file. If you would like I can work with you to get your file to work.
-Carlton
Hi Carlton, thanks for the reply but i have tried that exactly and when editing the query it presents you with the web query window instead of the SQL. The Command Text box is greyed out and empty and the connection string says https://orgname.domain.com/_grid/print/print_data.aspx?tweener=1
I’m suffering from exactly the same problem as Dan above… A resolution would be really useful.
I will have to look into a solution for CRM Online and put it up. Currently the solution in this article only applies to OnPremise.