Exporting Dynamic Data to Excel PivotTables

In addition to letting you export data to dynamic Excel worksheets, Microsoft Dynamics CRM lets you export data to Excel PivotTables. Excel PivotTables give you the ability to cross-tabulate data to produce summarized reports.

Some people initially struggle with the concept of PivotTables. Consider the following example, in which you have this table of activities:

Activity Type

Owner

Due Date

Phone Call

Mike Snyder

8/15/2008

Task

Jim Steger

8/15/2008

Appointment

Jim Steger

8/12/2008

Phone Call

Kara O’Brien

8/19/2008

Phone Call

Jim Steger

9/1/2008

Task

Kara O’Brien

9/5/2008

E-mail

Mike Snyder

9/5/2008

Appointment

Kara O’Brien

9/7/2008

Task

Kara O’Brien

9/7/2008

Phone Call

Jim Steger

9/7/2008

This table consists of flat data in columns ...

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