Skip to Main Content
Microsoft Dynamics CRM 2011 Unleashed
book

Microsoft Dynamics CRM 2011 Unleashed

by Marc Wolenik, Damian Sinay, Rajya Bhaiya
September 2011
Intermediate to advanced content levelIntermediate to advanced
1008 pages
24h 27m
English
Sams
Content preview from Microsoft Dynamics CRM 2011 Unleashed

Exporting Data

Virtually every area of Microsoft Dynamics CRM has the ability to export to Excel. In addition to being able to export using the Advanced Find, you can select the Excel icon within Microsoft Dynamics CRM (see Figure 7.59).

Figure 7.59 Excel icon in Contacts.

image

Exporting data enables you to perform advanced manipulation and reporting within the familiar interface of Excel.

Additionally, you can select the option to make the data available for reimporting after export, which allows for easy manipulation of the data in Excel.

To export data from an entity, follow these steps:

1. Navigate to the entity that contains the records you want ...

Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
and much more.
Start your free trial

You might also like

Microsoft Dynamics CRM 2013 Unleashed

Microsoft Dynamics CRM 2013 Unleashed

Marc Wolenik
Microsoft Dynamics® CRM 2011 Step by Step

Microsoft Dynamics® CRM 2011 Step by Step

Jim Steger Mike Snyder and Brendan Landers

Publisher Resources

ISBN: 9780132682084Purchase book