[CRM] Microsoft Dynamics CRM Excel Add-in. Export to Excel from CRM

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”:

About Ramon Tebar

Software Engineer specialised on Microsoft Technologies with experience in large projects for different industrial sectors as developer, consultant and architect. I enjoy designing and developing software applications, it is my job and one of my hobbies. I’m interested in design patterns, new technologies and best practices. Making those part of the ALM process is a great challenge. During the last years, I have specialised in Microsoft Dynamics CRM (now Dynamics 365). I customise and extend the platform to provide tailored solutions and integrations based on service-oriented architectures and messages queuing. Motivated by community events and contributor in blogs, technical books, open source projects and forums, I have been awarded Microsoft Most Valuable Professional (MVP) on Dynamics 365 (CRM) since 2012.

Posted on October 2, 2009, in CRM. Bookmark the permalink. Leave a comment.

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