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Export Data to Excel

You can export any list to Microsoft Office Excel, including the results of an Advanced Find search.

Export to a static or dynamic Microsoft Office Excel worksheet or to a PivotTable.

Export to an Excel static worksheet

Export to an Excel PivotTable

Export to an Excel dynamic worksheet

Exporting to Excel in Microsoft Dynamics CRM privacy information

If you use Microsoft Dynamics CRM, when you export to a static worksheet, a local copy of the data being exported is created and stored on your computer. No connection is maintained between this local copy and Microsoft Dynamics CRM. The data is transferred from Microsoft Dynamics CRM to your computer through a secure SSL connection.
When you export to a dynamic worksheet or PivotTable, a link is maintained between the Excel worksheet and Microsoft Dynamics CRM. Every time a dynamic worksheet or PivotTable is refreshed, you'll be authenticated with Microsoft Dynamics CRM using your credentials. You'll be able to see the data that you have permissions to view.
An administrator determines whether your organization's users are permitted to export the data to Excel by changing the users' security roles.

Applies To

Microsoft Dynamics CRM Online

Microsoft Dynamics CRM 2013

 
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