Use Word for reporting

Can I do this task?

1. In Word, on the Mailings tab, in the Start Mail Merge group, click Start Mail Merge.
2. Click Step by Step Mail Merge Wizard.
3. Follow the instructions in steps 1 and 2 of the Mail Merge pane.
4. In step 3 of the Mail Merge instructions, select Use an existing list, and then click Browse.
5. Click New SQL Server Connection.odc, and then click Open.
6. In the Server name box, type the name of the server where the Microsoft Dynamics CRM database is stored, and then click Next.
7. In the database list, select the Organization_MSCRM database.
8. In the Name column, select a filtered view A data view 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 starts with the prefix Filtered.
9. Click Next, and then click Finish.
10. Complete the mail merge by following the remaining steps in the Microsoft Office Word Mail Merge pane.

Here are some other ways you can merge Microsoft Dynamics CRM data into Microsoft Word 2007 or Microsoft Word 2010.

• From a list of records, such as the results of an Advanced Find search, use mail merge to merge the data into Word 2007 or Word 2010. You can create letters or e-mail activities for each record in the list. More information: Create Customer-Ready Documents and Messages
• From Microsoft Dynamics CRM for Outlook, mail merge data from a list. You can create letters or e-mail activities for each record in the list. More information: Create Customer-Ready Documents and Messages
• Export a list, such as the results of an Advanced Find search, into a dynamic A file that refreshes data from the Microsoft Dynamics CRM database each time it is opened. or static A file that does not change when data changes in Microsoft Dynamics CRM. Microsoft Office Excel file, and use the Excel file as the data source for a Microsoft Word 2007 or Microsoft Word 2010 mail merge. This does not create a Microsoft Dynamics CRM activity for each merged record. More information: Export Data to Excel