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Exporting the Right Data: Using Advanced Find

If you’re not exporting the right data, no fancy Excel trick will get you useful information. To get the right data, you need to learn how to use Microsoft Dynamics CRM Advanced Find to do two things:

• Filter data to exactly the data you want

• Display all the columns you need

Try It Yourself: Limiting the Data Displayed

When exporting to Excel, you can limit the data you export, or you can export all data and filter it in Excel after the data is there. The approach you take will vary, depending on the amount of data you have and the specific analysis task you’re working on.

Here’s how to limit the data in Microsoft Dynamics CRM before you export.

By the Way: Using Advanced Find

The easiest way ...