Export data to an Excel dynamic worksheet

Can I do this task?

Export data that is dynamic in nature to an Excel dynamic worksheet so that you can refresh the worksheet and get the most current data every time you open the worksheet.

Important

On a default Microsoft Dynamics CRM installation, before you export data to an Excel dynamic worksheet, make sure that:

• Microsoft SQL Server server allows remote connections.

Allow remote connections to SQL Server.

• Windows Firewall allows remote SQL Server connections. See How to: Configure a Windows Firewall for Database Engine Access.

1. In any area with a list of records, on the <Record Type> tab, in the Share Data group, click the Export to Excel.
2. Click Dynamic worksheet.
3. By default, an exported worksheet includes the fields that are displayed in the list, using the same field order, sorting, and field widths. To make changes to the columns, click Edit Columns. For more information, see Create, edit, or save an Advanced Find search.
4. Click OK, and then click Export.
5. View the file containing the dynamic worksheet:
   1. To view the worksheet, click Open.
   2. If you are using Microsoft Office Excel 2007:
      • You will see a message that says the file that you are trying to open is in a different format than specified by the file extension. Click Yes.
      • If you see the security warning Data connections have been disabled, click Options, click Enable this content, and then click OK.

      If you are using Microsoft Excel 2010:

      • You will see a message that says the file that you are trying to open is in a different format than specified by the file extension. Click Yes.
      • You will see a message that says that the file was opened from a potentially unsafe location. Click Enable Editing.
      • If you see the security warning Data connections have been disabled, click Enable Content, and then click OK.
6. To refresh data in the file, on the Data tab in the Connections group, click Refresh All.
7. To save the exported data to a file, in Excel, on the File menu, click Save.

   Each time you open the file, you have the option to refresh data from the Microsoft Dynamics CRM database.

Tips

Notes

• In Microsoft Dynamics CRM, money values are exported to Microsoft Office Excel as numbers. After you have completed the export, to format the data as currency, see the Excel Help topic titled “Display numbers as currency.”
• Some system views, such as Accounts: No Campaign Activities in Last 3 Months, can be exported only to a static A file that does not change when data changes in Microsoft Dynamics CRM. Excel worksheet.