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

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Q&A

Q. When I share my dynamic spreadsheet with my manager, why does she see different numbers than I do?

A. Each person who opens the spreadsheet sees data that matches records that she has permission to view in CRM. If your manager can see more records than you, more records will be included.

Q. If I’m using Microsoft Dynamics CRM Online, why do I need the Microsoft Dynamics CRM Outlook client to export dynamic spreadsheets?

A. Microsoft Dynamics CRM Online doesn’t offer you the option of dynamic worksheet or dynamic PivotTable unless the Microsoft Dynamics CRM Outlook client is installed.

Q. How many record types can I export at once?

A. In any Advanced Find view, there is one primary record type. You can include columns from related record ...

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