With Dynamics, the default maximum record count to export to Excel is 10,000. While this may work for a lot smaller business without a lot of data, it won’t work for most organizations. An instance of this came up recently where a client of ours kept hitting the 10,000 record limit though they had many more records to export.
Typically in the past, if the customer was CRM OnPremise, you would be able to access this setting (along with the other OrgDBOrgSettings) using direct SQL. Updating these values with SQL definitely wasn’t supported, but at least you could have conversations of updating the settings if you had individuals that knew what they were doing, or you created a support ticket with Microsoft to help you out.
However, if you had CRM Online, these settings weren’t available to you through the UI or even through SQL since with Online, you don’t have direct SQL access to your database. What can you do?
That’s where the OrgDBOrgSettings editor comes in to play. You can download the managed solution from this link. The process to get it installed and use it is pretty simple. Download the managed solution from that link, import it in as a normal solution into your environment, and then open up the solution.
From the configuration page of the solution, you’ll see the different settings that you have access to, what the default value is, what the current value is, and what the maximum value is (there are some limitations – you cannot update the MaxRecordsForExportToExcel to 500,000,000).
To edit a value, either double click on a row, or click the Edit link in the row for that setting. When you do so, you have the option to set a custom value, or revert back to the default. A checkbox at the bottom of the configuration page can be set or unset which will display a prompt to confirm the change upon making an update.
If you try to set a value over the maximum, you’ll get a message stating the requested change wasn’t saved, and the value will remain as it currently is.
This is a great utility to make supported updates to the OrgDBOrgSettings without having to reach out to Microsoft Support. For a full list of all the settings that can be updated and a description of what the setting drives, navigate to this link. Also, for more explanation on how to use the tool and what it can be used for, see this post from Sean McNellis who created the solution. While this solution has been available for some time now, we’re hoping this is a great refresher to let you know what tools are available for free to help you make changes on your own.