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Exporting a Dynamic Worksheet

If you want to create a spreadsheet that you can reuse as data changes in Microsoft Dynamics CRM, create a dynamic worksheet. A dynamic worksheet updates the contained data from Microsoft Dynamics CRM each time you open it. This is helpful when you want to put some time into formatting a worksheet and don’t want to have to redo this work each time new data is added. It’s also an essential feature if you’re creating a dashboard that shows current data whenever it is viewed.

Task: Exporting Data to Chart

To export data to a dynamic spreadsheet, follow these steps:

1. Start from an Advanced Find view that includes all the records you want to export. For example, if you want to see a chart showing opportunities grouped ...