Important: To refresh data in a dynamic Excel PivotTable or worksheet, you must have Microsoft Dynamics CRM Online for Outlook installed. More information: Install Microsoft Dynamics CRM Online for Outlook
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In any area with a list of records, on the Actions toolbar, click the Export to Excel button .
Click Dynamic worksheet.
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. You can make the following types of changes:
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.
To add columns to the export list, click Add Columns.
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.
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.
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.
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.
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.
Click OK, and then click Export.
View the file containing the dynamic worksheet:
To view the worksheet, click Open.
If you are using Microsoft Office Excel 2003, click Enable automatic refresh.
- OR -
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.
If you see the security warning Data connections have been disabled, click Options, and then click Enable this content, and then click OK.
To refresh data in the file, click Refresh from CRM.
To save the exported data to a file, in Excel, on the File menu, click Save.
Each time you open the file, if you have the Microsoft Dynamics CRM Online for Outlook installed, you will have the option to refresh data from Microsoft Dynamics CRM Online.
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.
If you want to use a dynamic worksheet or PivotTable, but do not want to use Microsoft Dynamics CRM Online for Outlook, in Microsoft Office Outlook, you can disable Microsoft Dynamics CRM Online for Outlook.
If you are using Microsoft Office Outlook 2007:
On the Tools menu, click Tools, and then click Add-Ins.
In the Manage box, select COM Add-Ins, click Go.
In the COM Add-Ins dialog box, clear the Microsoft Dynamics CRM check box, and then click OK.
If you are using Microsoft Office Outlook 2003:
On the Tools menu, click Options, and then click the Other tab.
Click Advanced Options, and then click COM Add-Ins.
In the COM Add-Ins dialog box, clear the Microsoft Dynamics CRM check box, and then click OK.
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 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
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.
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