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Sams Teach Yourself Microsoft® Dynamics CRM 2011 in 24 Hours by Anne Stanton

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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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