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Export to an Excel dynamic worksheet

Export data to a Microsoft Office Excel worksheet so users can have the latest Microsoft Dynamics CRM information any time they view the worksheet. Imagine the CEO of your company getting the critical information they need without having to navigate Microsoft Dynamics CRM but instead, merely opening the Excel link on their desktop.

  1. Open a list of records in the CRM web application or in Microsoft Dynamics CRM for Outlook. Click or tap Export to Excel.

  2. Click or tap Dynamic worksheet.

  3. Click or tap Next.

  4. Under Common Tasks, configure the column settings and then click or tap Export.

  5. Click or tap Save and then save the .xml file. Make note of the location where you saved the file.


    Note

    If you are using the Office 365Excel web app, you must save the file, open the file using the Excel desktop application, and then resave the file to the .xlsx format. Then you can reopen the Excel document in Excel Online.


  6. Open Microsoft Office Excel and then open the .xml file you saved in the previous step.

  7. If you see the security warning External Data Connections have been disabled, click or tap Enable Content.

  8. To refresh data in the file, on the Data tab, click or tap Refresh All.

  9. Save the exported data to an Excel file.


Tip

If the recipients are in the same domain as you, and are Microsoft Dynamics CRM users, you can email a dynamic Excel file, or store it as a shared file. When recipients open the dynamic file, they will see data they have permission to view in Microsoft Dynamics CRM, so the data they see may be different from what you see.



Note

  • In Microsoft Dynamics CRM, money values are exported to Microsoft Office Excel as numbers. After you have completed the export, to format the data as currency, see the ExcelHelp topic titled “Display numbers as currency.”

  • Some system views, such as Accounts: No Campaign Activities in Last 3 Months, can be exported only to a static Excel worksheet.