Microsoft Dynamics CRM 4.0 User's Guide - MAEIL, Information ...

Configure sortingTo change the sort order, click Configure Sorting, in the Column list, select the column that you want tosort, 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 widthTo change the column width that will appear in the Excel worksheet, select a column heading, such asAccount Name, click Change Properties. In the Change Column Properties dialog box, select thewidth (in pixels) that you want, and then click OK.Remove columnsTo 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 eithercustomize the view, which requires the System Administrator or System Customizer security role, oruse 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.2. On the Actions toolbar, click the Export to Excel button .3. 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.4. Click Export.5. 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 tryingopen is in a different format than specified by the file extension. Click Yes.6. To save the exported data to a file, in Excel, on the File menu, click Save.TipYou can e-mail a static exported worksheet to anyone, or store it in a shared file. Anyone who opens the file will see allthe data in the file, whether or not they are a Microsoft Dynamics CRM user or have privileges to view the data inMicrosoft Dynamics CRM.NotesThere is potential for data loss if you export from Microsoft Dynamics CRM to a Microsoft Office Excel2003 comma-separated value (CSV) file.Microsoft Dynamics CRM 4.0 User’s Guide 81