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

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Adding Outside Data

When you have a spreadsheet or PivotTable saved, you might want to connect the data in it to data in another spreadsheet or database. You can do so by using the advanced features of Microsoft Excel, which support establishing a data connection to another data source from the new Excel worksheet. This chapter’s focus is on Microsoft Dynamics CRM, so the advanced features of Excel are not outlined.

For example, your department might have a budget model in Excel. You could connect it to your opportunities to assess whether you are on track to meet the budget numbers.

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