Tuesday, June 22, 2010

Excel workbooks stop working after upgrade to CRM 4.0

My organization recently upgraded our Microsoft CRM environment from 3.0 to 4.0 - news to me all the Excel Services workbooks broke for certain users, even after I updated all the data connections and republished.  With help and lots of testing we finally figured out the issue.

All the users that had broken workbooks had not yet logged into CRM 4.0 and established a session - once they did and went back into SharePoint the workbooks connected and were refreshing data instantly. 

Very odd - but noted and fixed.