We make a lot of use of pulling data from our on-premises CRM 3.0 system into Excel (2007) files to produce reports, pivot tables, etc. I am trying now to build a spreadsheet for a sales manager that consolidates information on recent Appointments, Phone calls and Tasks. If I create an Advanced Find query for any of these entity types I do not get the option of exporting to a dynamic excel worksheet, which is what I need to make it simple for the sales manager to use on a weekly basis. The dialog box that comes up on clicking the Excel button says "This is a special view which can only be exported to a static worksheet". Seems to apply for all activity types, which is really annoying.
Is there a simple way around this so that I can produce an Excel file that dynamically extracts one of the Activity entity types?
You can edit the underlying SQL query used by Excel and therefore point it to the filtered view of your choice. So create a dynamic worksheet on any entity and then edit the query to point to the real view of interest. See here for details:
