Exporting Data
Nearly 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 Export to Excel option within Microsoft Dynamics CRM (see Figure 7.55).
FIGURE 7.55 Excel icon in Contacts.
Exporting data enables you to perform advanced manipulation and reporting within the familiar interface of Excel.
In addition, 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 ...
Get Microsoft Dynamics CRM 2013 Unleashed now with the O’Reilly learning platform.
O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.
