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

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Key Concepts and Caveats

There are many reasons for analyzing 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 PivotTable. After the data is in Excel, all the power of Excel is there to analyze your data. When you’re ready to export a list of data to Excel, Microsoft Dynamics CRM offers some basic choices: static or dynamic and table or PivotTable. A static spreadsheet has no connection to Microsoft Dynamics CRM after it is created. The data is extracted and saved, and a user can’t tell that it was created from Microsoft Dynamics CRM. A dynamic spreadsheet, on the other hand, retains its connection to Microsoft Dynamics CRM. It refreshes the ...

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