As we saw in my previous post, Microsoft Dynamics CRM 4.0 for Microsoft Office Outlook provides Outlook new capabilities to connect with Microsoft Dynamics CRM. Furthermore, it also provides a CRM Excel add-in to connect with CRM like a new data source.
Microsoft Dynamics CRM supports three forms to export to Excel the data :
- Static exports
- Dynamics exports
- Dynamics Pivot Table
Here we have a screen shot with “My active Account” records. Later, I’m going to export it to a Dynamic worksheet.
In the last two cases (Dynamic and Pivot Table), your excel sheet can be refresh automatically using that new button “Refresh from CRM”. Let me show you the resulting Dynamic worksheet for the previous view “My Active Accounts”: