Export data to an Excel static worksheet

In any area with a list of records, select the columns to include in the exported list.
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 in an Advanced Find View, click Edit Columns. You can make the following types of changes:

Change the column order

To change the column order, select a column heading, such as Account Name, and then under Common Tasks, click the Move Left button or the Move Right button to move the column.

Add columns
1. To add columns to the export list, click Add Columns.
2. To add columns for the main record type, select it, and then in the Add Columns list, click to select fields that you want to add as columns.
3. To add columns from related records, first select the related record type, and then in the Add Columns list, click to select fields that you want to add as columns.
4. Click OK.
Configure sorting

To change the sort order, click Configure Sorting, in the Column list, select the column that you want to sort, in the Order area, click Ascending Order or click Descending Order, and then click OK.

You cannot sort on columns from related record types.

Change column width

To change the column width that will appear in the Excel worksheet, select a column heading, such as Account Name, click Change Properties. In the Change Column Properties dialog box, select the width (in pixels) that you want, and then click OK.

Remove columns

To remove a column, select the column heading that you want to remove, and under Common Tasks, click Remove, and then in the confirmation message, click OK.

You cannot change the columns for a system view, such as All Active Accounts. You must either customize the view, which requires the System Administrator or System Customizer security role, or use Advanced Find to create your own view based on the current view. To create your own view, with the system view open, click Advanced Find.
On the Actions toolbar, click the Export to Excel button .
In the Export Data to Excel dialog box, select Static worksheet with records from this page.
- OR -

Select Static worksheet with records from all pages in the current view.

This option will be visible only when your view includes more than one page of records.
Click Export.
To view the static worksheet, click Open.
If you are using Microsoft Office Excel 2007, you will see a message that says the file you are trying open is in a different format than specified by the file extension. Click Yes.
To save the exported data to a file, in Excel, on the File menu, click Save.

Notes

In Microsoft Dynamics CRM Online, 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."
There is potential for data loss if you export from Microsoft Dynamics CRM Online to a Microsoft Office Excel 2003 comma-separated value (CSV) file.

To ensure that the file is exported correctly, you must have data in every row of the last column of the list you are exporting. You can add a space or other character in last column of the file or reorder the columns so that the last column always contains data. More information: Microsoft Knowledge Base Article 77295

By default, in Microsoft Dynamics CRM Online, you cannot export a list of more than 10,000 records at a time to a static Excel worksheet.
By default, Microsoft Dynamics CRM Online lists up to 50 records per page. If there is more than one page of records available to view in the list of records, use the Page arrows at the bottom of the list to view the additional pages.