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.4. Click OK, and then click Export.5. View the file containing the dynamic worksheet:a. To view the worksheet, click Open.b. 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 formatthan specified by the file extension. Click Yes.If you see the security warning Data connections have been disabled, clickOptions, and then click Enable this content, and then click OK.6. To refresh data in the file:In Microsoft Office Excel 2007, click the Data tab, and in the Connections area, clickRefresh All.In Microsoft Office Excel 2003, on the Data menu, click Refresh Data.To save the exported data to a file, in Excel, on the File menu, click Save.Each time you open the file, you have the option to refresh data from the Microsoft Dynamics CRMdatabase.TipsIf 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.84 Microsoft Dynamics CRM 4.0 User’s Guide