Hour 20. Utilizing the Power of Microsoft Excel with CRM Data

What You’ll Learn in This Hour:

• Key concepts and caveats

• Exporting the right data: Using Advanced Find

• Exporting a static worksheet

• Exporting a dynamic worksheet

• Exporting data for PivotTable analysis

• Adding outside data

• Reusing and sharing your spreadsheets

• Using a dashboard

• Using Excel to edit and clean up records

Now that you understand how to enter data in Microsoft Dynamics CRM, it’s time to learn how to get that data out. This hour covers using the power of Microsoft Excel to work with data from Microsoft Dynamics CRM.

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