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

If you export a dynamic worksheet or PivotTable that you think will be useful to other MicrosoftDynamics CRM users, you can add the list as a report, and then share it with others, or make itavailable to all Microsoft Dynamics CRM users.If the recipients are in the same domain as you, and are Microsoft Dynamics CRM users, you can e-mail a dynamic Excel file, or store it as a shared file. When recipients open the dynamic file, theywill see data they have permission to view in Microsoft Dynamics CRM, so the data they see may bedifferent from what you see.NotesThere is potential for data loss if you export from Microsoft Dynamics CRM to a Microsoft Office Excel2003 comma-separated value (CSV) file.To ensure that the file is exported correctly, you must have data in every row of the last column ofthe list you are exporting. You can add a space or other character in last column of the file orreorder the columns so that the last column always contains data. More information: MicrosoftKnowledge Base Article 77295You 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 onlyto a static Excel worksheet.Export data to an Excel dynamic worksheet1. In any area with a list of records, on the Actions toolbar, click the Export to Excel button .2. Click Dynamic worksheet.3. By default, an exported worksheet includes the fields that are displayed in the list, using the samefield order, sorting, and field widths.To make changes to the columns, click Edit Columns. You can make the following types ofchanges:Change the column orderTo change the column order, select a column heading, such as Account Name, and then under CommonTasks, click the Move Left button or the Move Right button to move the column.Add columnsa. To add columns to the export list, click Add Columns.b. To add columns for the main record type, select it, and then in the Add Columns list, click toselect fields that you want to add as columns.c. To add columns from related records, first select the related record type, and then in the AddColumns list, click to select fields that you want to add as columns.d. Click OK.Microsoft Dynamics CRM 4.0 User’s Guide 83