Sams Teach Yourself Microsoft® Dynamics CRM 4 in 24 Hours

Hour 20. Utilizing the Power of Microsoft Excel with CRM Data

What You’ll Learn in This Hour:

• 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

Now that you understand how to enter data in Microsoft Dynamics CRM, it’s time to learn how to get that data out. In this hour we will cover using the power of Microsoft Excel to work with data from Microsoft Dynamics CRM.

Key Concepts and Caveats

There are many reasons you need to analyze data. Microsoft Dynamics CRM makes it easy to specify criteria for which records to include, and then export the list to a Microsoft Excel worksheet or ...