You may have the option to export data to an Excel static worksheet in all record types however, in some cases the format may be legacy, or the data may not be filtered by what you see in Dynamics 365 view.
Open a list of records in the Dynamics 365 web application or in Microsoft Dynamics 365 for Outlook. Choose Export to Excel, and then choose Static worksheet (Page only).
By default, an exported worksheet includes the fields that are displayed in the list, using the same field order, sorting, and field widths. To make changes to the columns in an Advanced Find View, choose Edit Columns. More information: Create, edit, or save an Advanced Find search
Choose Save and then save the . xlsm file. Make note of the location where you saved the file.
If you’re going to edit the data file later, it’s recommended that you save the file before you open it. Otherwise, you may get this error message: Excel cannot open or save any more documents because there is not enough available memory or disk space.
To fix the issue do this:
Open Excel and go to File > Options > Trust CenterSettings Center Settings… > Protected View.
In Protected View, uncheck all three items.
Then choose OK > OK.
We still strongly recommend that you save and then open the data file, rather than disabling protected view, which may put your computer at risk.
Open Microsoft Office Excel and then open the . xlsm file you saved in the previous step.
By default, an exported worksheet includes the fields that are displayed in the list, using the same field order, sorting, and field widths.