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

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Exercise

In your Microsoft Dynamics CRM or a demo version, export contact records to Excel to do the following:

• Create an Advanced Find search that includes just the columns you need to create mailing labels.

• Create a PivotTable that you can use to analyze the city and state where your customers come from. Determine whether the percentage for each state is the same in each month.

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