An export of marketing list members is not filtered by the current marketing list when you use the "Export to an Excel worksheet" feature in Microsoft Dynamics CRM 3.0

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Article ID: 913418 - View products that this article applies to.
The hotfix that is discussed in this article is not available for the Chinese version of Microsoft Dynamics CRM or for the Japanese version of Microsoft Dynamics CRM.
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SYMPTOMS

When you use the "Export to an Excel worksheet" feature in Microsoft Dynamics CRM 3.0, the results of the export are not filtered by marketing list members. This problem occurs if you select either the Dynamic PivotTable option or the Dynamic worksheet option in the Export Data to Excel dialog box. For example, all accounts, contacts, or leads are unexpectedly exported.

CAUSE

The Microsoft Dynamics CRM 3.0 view that is used for dynamic exports to Microsoft Office Excel does not include a filter for the current marketing list.

RESOLUTION

This problem is fixed in Microsoft Dynamics CRM 3.0 Update Rollup 1. For more information, click the following article number to view the article in the Microsoft Knowledge Base:
922815 Update Rollup 1 for Microsoft Dynamics CRM 3.0 is available

This problem is fixed in Update Rollup 1 for Microsoft Dynamics CRM 3.0 Professional Edition for Service Providers. For more information, click the following article number to view the article in the Microsoft Knowledge Base:
935731 Update Rollup 1 for Microsoft Dynamics CRM 3.0 Professional Edition for Service Providers is available

STATUS

Microsoft has confirmed that this is a problem in the Microsoft products that are listed in the "Applies to" section. This problem was corrected in Microsoft Dynamics CRM 3.0 Update Rollup 1 and in Update Rollup 1 for Microsoft Dynamics CRM 3.0 Professional Edition for Service Providers.

MORE INFORMATION

For more information about the terminology that is used to describe Microsoft software updates, click the following article numbers to view the articles in the Microsoft Knowledge Base:
824684 Description of the standard terminology that is used to describe Microsoft software updates
887283 Microsoft Business Solutions CRM software hotfix and update package naming standards

Properties

Article ID: 913418 - Last Review: September 19, 2007 - Revision: 4.1
APPLIES TO
  • Microsoft CRM 3.0
  • Microsoft CRM client for Microsoft Office Outlook, when used with:
    • Microsoft CRM 3.0
    • Microsoft Dynamics CRM 3.0 Professional Edition for Service Providers
  • Microsoft Dynamics CRM 3.0 Professional Edition for Service Providers
Keywords: 
kbcrmv3cno kbhotfixserver kbexport kbqfe kbmbsmigrate KB913418

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