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Export Data to Excel

This topic is prerelease documentation and is subject to change.

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

Privacy notice

If you use Microsoft Dynamics CRM Online, exporting data to a static worksheet creates a local copy of the exported data and stores it on your computer. The data is transferred from CRM Online to your computer by using a secure SSL connection, and no connection is maintained between this local copy and CRM Online.

When you export to a dynamic worksheet or PivotTable, a link is maintained between the Excel worksheet and CRM Online. Every time a dynamic worksheet or PivotTable is refreshed, you'll be authenticated with CRM Online using your credentials. You'll be able to see the data that you have permissions to view.

An administrator determines whether or not an organization's users are permitted to export data to Excel by using security roles.

Applies To

Microsoft Dynamics CRM 2013

CRM Online

CRM 2015 on-prem

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