Software⏱️ 3 min read📅 2026-06-15

How to Fix: Why am I receiving an error when trying to export a Workflow list to Excel in CRM?

Error occurs when trying to export Workflow list to Excel in CRM after Rollup 15 installation, with a generic 'An error has occured...' message and a null reference exception.

Quick Answer: Check for any updates or patches related to Rollup 15 and ensure that the necessary components are installed and configured correctly.

📋 Table of Contents

  1. 🔍 Why This Happens
  2. 🔧 Proven Troubleshooting Steps
  3. ✨ Wrapping Up

We are experiencing an error when trying to export Workflow lists to Excel in CRM, specifically after installing Rollup 15. This issue affects users who attempt to print or export data from the Workflow grid in Internet Explorer (IE). The generic 'An error has occurred...' message is displayed, but the detailed error message provides insight into the root cause of the problem.

This error can be frustrating for users who rely on exporting data to Excel for analysis or reporting purposes. In this troubleshooting guide, we will walk through the steps to resolve this issue and provide alternative solutions.

🔍 Why This Happens

  • The primary reason for this error is a null reference exception in the ConfigurePage method of the ExportToExcelPage class. This occurs when the required object is not properly initialized before being used. The exact cause may be related to changes made during Rollup 15 installation.
  • An alternative reason could be a configuration issue with the CRM system, specifically with the data source or connection settings used in the ExportToExcelPage class.

🔧 Proven Troubleshooting Steps

Resolving the null reference exception

  1. Step 1: Step 1: Verify that the required objects are properly initialized before being used. Check the code for any missing or null references and ensure that all necessary dependencies are imported.
  2. Step 2: Step 2: Review the CRM system configuration to ensure that data source and connection settings are correct. Verify that the data source is properly configured and that the connection string is accurate.
  3. Step 3: Step 3: If the issue persists, try resetting the CRM system to its default settings or re-running the Rollup 15 installation with the '/reset' option.

Alternative solution using third-party plugins

  1. Step 1: Step 1: Install a third-party plugin that provides an alternative export functionality for CRM data. Some popular options include CRM Exporter or Excel Exporter.
  2. Step 2: Step 2: Configure the third-party plugin to connect to your CRM system and specify the desired export settings. This may involve configuring API connections, authentication credentials, or data mapping settings.

✨ Wrapping Up

To resolve the error when trying to export Workflow lists to Excel in CRM, it is recommended to follow the steps outlined in Method 1: Resolving the null reference exception. If this approach does not work, consider using a third-party plugin as an alternative solution. By following these steps, you should be able to successfully export your data and resolve the issue.

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