Book Image

Microsoft Dynamics CRM 2011 Cookbook

By : Dipankar Bhattacharya
Book Image

Microsoft Dynamics CRM 2011 Cookbook

By: Dipankar Bhattacharya

Overview of this book

Without a comprehensive understanding of deployment scenarios and steps, it is really difficult to install and maintain Dynamics CRM 2011 within complex IT infrastructures. Done badly, it can cause serious future maintenance and optimization issues. Administration of CRM systems is equally complex and important; unless efficiently done, it can create fuss in the system and potentially bring down end user satisfaction. Configuration and customization of the system has to be done very carefully too so that it can meet the functional needs appropriately.“Microsoft Dynamics CRM 2011 Cookbook" is a hands-on guide, providing clear, step-by-step instructions to deploy, maintain, optimize, and administer Dynamics CRM 2011 along with advanced configuration and customization processes, to give us a strong advantage in creating successful CRM applications.This book introduces Dynamics CRM 2011 by describing the important aspects of the system. It will take you through a number of clear and practical recipes from successful deployment, hassle-free maintenance, and effective administration to advanced level configuration and customization techniques.You will learn from a range of deployment and maintenance topics such as how to configure CRM to use claim-based authentication using AD FS, how to enable tracing in CRM servers, how to recover from server failures, and how to optimize server performance. This book will also discuss how to schedule Data Duplication detection jobs, enable auditing, export and import managed/unmanaged solutions, create 1:N, N:1, or N:N relationships between entities, configuring role based forms, adding a new button in the ribbon, SharePoint integration with CRM, and configuring a dialog or workflow.You will learn everything you need to know, from deployment, administration, and maintenance to configuration, integration, and customization for your Dynamics CRM 2011 application.
Table of Contents (18 chapters)
Microsoft Dynamics CRM 2011 Cookbook
Credits
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Preface
Index

Exporting Dynamics CRM 2011 data to Microsoft Excel


Dynamics CRM 2011 allows you to export Dynamics CRM data using the Microsoft Excel tool. In this recipe, we will discuss how to export data from the Dynamics CRM 2011 system.

How to do it…

Please follow the ensuing steps to export data from the Dynamics CRM 2011 system to Microsoft Excel:

  1. Log in to the Dynamics CRM 2011 system as a user with rights to export data.

  2. Navigate to System View or Saved View or Advanced Find View of an entity from which data has to be exported.

  3. Then click on the Export to Excel button in the ribbon.

  4. This will bring up the Export Data to Excel web pop-up. Select in what type of Excel worksheet the data is to be exported from the following options:

    • Static worksheet with records from this page

    • Static worksheet with records from all pages in the current view (this option is not available in Advanced Find View)

    • Dynamics PivotTable

    • Dynamics worksheet

    Note

    If the Static Worksheet option has been selected then we can tick...