O'Reilly logo

Microsoft Dynamics CRM 2013 Unleashed by Marc Wolenik

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Exporting Data

Nearly every area of Microsoft Dynamics CRM has the ability to export to Excel. In addition to being able to export using the Advanced Find, you can select the Export to Excel option within Microsoft Dynamics CRM (see Figure 7.55).

Image

FIGURE 7.55 Excel icon in Contacts.

Exporting data enables you to perform advanced manipulation and reporting within the familiar interface of Excel.

In addition, you can select the option to make the data available for reimporting after export, which allows for easy manipulation of the data in Excel.

To export data from an entity, follow these steps:

1. Navigate to the entity that contains the records ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required