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Microsoft Dynamics® CRM 4.0 Step by Step by Jim Steger Mike Snyder Kara O’Brien, and Brendan Landers

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Chapter 17. Reporting with Microsoft Office Excel

Chapter at a Glance

Reporting with Microsoft Office Excel

In this chapter, you will learn to

Export static data to Excel worksheets.

Export dynamic data to Excel worksheets.

Export dynamic data to Excel PivotTables.

Upload Excel reports to the Reports list in Microsoft Dynamics CRM.

Microsoft Dynamics CRM provides several options for data reporting. The combination of Advanced Find views and the SQL Server Reporting Services Report Wizard make for a powerful suite of reporting tools. Microsoft Dynamics CRM provides an additional reporting option that many users like to use: you can export data to Microsoft Office Excel. The ability to ...

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