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

This article has been archived. It is offered "as is" and will no longer be updated.
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.
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
crm3 crm30 crm3.0
Properties

Article ID: 913418 - Last Review: 01/16/2015 01:50:48 - Revision: 4.1

  • Microsoft CRM 3.0
  • Microsoft CRM client for Microsoft Office Outlook
  • Microsoft Dynamics CRM 3.0 Professional Edition for Service Providers
  • kbnosurvey kbarchive kbcrmv3cno kbhotfixserver kbexport kbqfe kbmbsmigrate KB913418
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