Export Data to Excel

You can export any list to Microsoft Office Excel, including the results of an Advanced Find A tool used to search for specific records and activities. search.

You can export to a static A file that does not change when data changes in Microsoft Dynamics CRM. or dynamic A file that refreshes data from the Microsoft Dynamics CRM database each time it is opened. Excel worksheet or to a PivotTable A tool that you can use to reorganize and summarize selected columns and rows of data in a spreadsheet without changing the data..

Export to an Excel static worksheet to store unvarying data

Export to an Excel PivotTable to see patterns and trends in data

Export data to an Excel dynamic worksheet to store data that updates continuously