The "Dynamic Pivot Table" and "Dynamics worksheet" options are missing when you export data to Office Excel from Microsoft Dynamics CRM

When you click Export to an Excel worksheet in Microsoft Dynamics CRM, the following options are missing under Use this type of worksheet in the Export Data to Excel dialog box:

• Dynamics PivotTable
• Dynamics worksheet

This problem may occur if one of the following conditions is true:

• The "Windows SharePoint Services Support" option was installed for another program after you installed Microsoft Office 2003. For example, this problem may occur when the "Windows SharePoint Services Support" option is installed when you install Microsoft Office Project 2003 or Microsoft Office OneNote 2003.
• The ActiveX Controls in Windows Internet Explorer are not enabled.

To resolve this problem, use one of the following methods.

Method 1: Modify the "Windows SharePoint Services Support" option

To resolve this problem, uninstall the "Windows SharePoint Services Support" option for the other program, and then install the "Windows SharePoint Services Support" option for Office 2003.

To do this, follow these steps:

1. Click Start, click Control Panel, and then double-click Add or Remove Programs.
2. In the Currently installed programs list, locate the program, and then click Change. For example, if Project 2003 was installed after you installed Office 2003, locate Microsoft Office Project 2003 in the Currently installed programs list and then click Change.
3. Click Add or Remove Features, and then click Next.
4. Expand Office Tools.
5. Click the icon next to Windows SharePoint Services Support, and then click Not Available.
6. Click Update.
7. After the "Windows SharePoint Services Support" option has been uninstalled for the program, locate your version of Office 2003, and then click Change.
8. Click Add or Remove Features, and then click Next.
9. Click to select the Choose advanced customization of applications check box, and then click Next.
10. Expand Office Tools.
11. Click the icon next to Windows SharePoint Services Support, and then click Run from My Computer.
12. Click Update.
13. After the "Windows SharePoint Services Support" option has been installed for Office 2003, start Internet Explorer, and then log on to Microsoft Dynamics CRM.

Method 2: Enable the ActiveX controls and plug-ins

To resolve this problem, enable the ActiveX controls and plug-ins. Then, clear the Temporary Internet Files cache.

To do this, follow these steps:

1. Start Internet Explorer.
2. On the Tools menu, click Internet Options.
3. Click the Security tab.
4. Under Select a zone to view or change security settings, click Local intranet.
5. Under Security level for this zone, click Custom level.
6. Under ActiveX controls and plug-ins, click Enable for each control and plug-in.
7. Click OK to close the Security Settings - Local Intranet Zone dialog box.
8. Click the General tab.
9. Under Browsing history, click Delete.
10. Under Temporary Internet Files, click Delete files.
11. Click Yes when you receive the following message:
    Are you sure you want to delete all temporary Internet Explorer files?
12. Click OK to close the Delete Browsing History dialog box.
13. Click OK to close the Internet Options dialog box.
14. Exit Internet Explorer.
15. Start Internet Explorer, and then log on to Microsoft Dynamics CRM.