Microsoft Dynamics® CRM Training

Exporting Static Data to Excel

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Microsoft Office Excel is a useful tool for organizing, formatting, and analyzing data in spreadsheet form.

Microsoft Dynamics CRM Online 2011 integrates with Excel, allowing you to export data from any CRM Online view into an Excel worksheet. There are two types of worksheets that can be exported, static and dynamic. A static worksheet is an independent copy of CRM Online data representing a “snapshot” of the state of the data at the time of the export. In other words, it has no further connection to the CRM Online database once exported.

In this tutorial, we configure the columns of a view in CRM Online to present the data we are interested in, and then we export the view to Excel as a static worksheet.

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