Chapter 17. Reporting with Microsoft Office Excel
Chapter at a Glance
In this chapter, you will learn to | |
✓ | Export static data to Excel worksheets. |
✓ | Export dynamic data to Excel worksheets. |
✓ | Export dynamic data to Excel PivotTables. |
✓ | Upload Excel reports to the Reports list in Microsoft Dynamics CRM. |
Microsoft Dynamics CRM provides several options for data reporting. The combination of Advanced Find views and the SQL Server Reporting Services Report Wizard make for a powerful suite of reporting tools. Microsoft Dynamics CRM provides an additional reporting option that many users like to use: you can export data to Microsoft Office Excel. The ability ...
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