If you export a dynamic worksheet or PivotTable that you think will be useful to other Microsoft Dynamics CRM Online users, you can add the list as a report, and then share it with others, or make it available to all Microsoft Dynamics CRM Online users.
If the recipients are in the same domain as you, and are Microsoft Dynamics CRM Online users, you can e-mail a dynamic A file that refreshes data from the Microsoft Dynamics CRM Online database each time it is opened. Excel file, or store it as a shared file. When recipients open the dynamic file, they will see data they have permission to view in Microsoft Dynamics CRM Online, so the data they see may be different from what you see.
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 A data file with a .csv file extension. Typically a CSV file consists of fields and records, stored as text, in which the fields are separated from one other by commas..
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
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."
You must use Microsoft Office Excel XP, Excel 2003, or Excel 2007 to export a list to a PivotTable.
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 Online. Excel worksheet.