Use Excel

Can I do this task?

1. In Excel 2007 or Microsoft Excel 2010, on the Data tab, in the Get External Data group, click From Other Sources, and then click From Microsoft Query.
2. In the Choose Data Source dialog box, select <New Data Source>, and then click OK.
3. In the Create New Data Source dialog box, type a name for the data source, and then in the driver list, select SQL Server.
4. Click Connect.
5. In the SQL Server Login dialog box, in the Server list, select the Microsoft SQL Server or server instance where the Microsoft Dynamics CRM database is installed, and then click Options.
6. In the Database box, select Organization_MSCRM, and then click OK three times.

   The Query Wizard - Choose Columns dialog box opens.

7. In the Query Wizard - Choose Columns dialog box, select filtered views Data views to which a set of conditions have been applied to reduce the amount of data shown. Filtering can be changed to increase or decrease the amount shown. When viewing a filtered report or file, you only see the data that you have permission to view. that start with the prefix Filtered.

   You can select columns within each filtered view, and select multiple filtered views.

   Caution To integrate with built-in security, only include filtered views in your query. If you connect directly to a database table, the spreadsheet may fail to return data for other users.

8. Continue with the Query Wizard. For more information about the Query Wizard, click the Help button to open Microsoft Query Help. For more information about importing external data to Excel, search for "import external data" in Excel Help.