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Export data to a template excel sheet RRS feed

  • Question

  • Hi,

    I need to know if, in CRM 4.0, we can export data to a template excel sheet.

    I know it's not an out-of-the-box feature but can it be achieved programatically or with a certain workaround?

    Thanks in advance

     

    Friday, September 5, 2008 9:32 AM

Answers

  • It can be done pulling data from the CRM database.  For example, I can make the CRM database a data source in my excel spreadsheet, and use the get external data to bring crm data into Excel.  I can set that connection to refresh every time that I open up the spreadsheet.

     

    So say I want to create a template that has a pivot table of my opportunity data grouped by sales stage.  I could set this up with the crm data, save it, and every time I open the spreadsheet, that data would be refreshed.  This is basically what CRM does when you export the dynamic spreadsheet, but you can take it further and bring in data from multiple entities.

    • Marked as answer by Jim Glass Jr Friday, November 20, 2009 6:11 PM
    Friday, September 5, 2008 11:18 AM
    Moderator