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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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Exporting Dynamic Data to Excel Worksheets

If you are using Microsoft Dynamics CRM as it is intended, your data changes regularly. The number of records in your database on a given day will probably be different the next day, and the data captured within those records will be updated frequently. Consequently, the static data you exported to Excel in the past will probably be out of date after a day or two. You can easily export the static data again, but you will lose any formatting or additions you made to the Excel file. Fortunately, Microsoft Dynamics CRM lets you export dynamic data to Excel so that you can create your desired output once and refresh your data from within Excel. When you tap the power of dynamic worksheets, you can set up ...

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