Roles
Quotas
Work Hours
Services
Resource groups
Workflows
5. To close the form, on the File menu, click Close.
6. To close the Set Personal Options dialog box, click OK.
Requesting User Interface Changes
The user interface of Microsoft Dynamics CRM can be customized.
Because customizations affect all users, only a user with the System Administrator or System Customizer security role or equivalent permissions can make customizations. So if you see something that would make it easier to do your job, let your manager or system administrator know.
Common customizations include:
Changing your permissions if needed to do your job.
Changing the choices and the default value for each list, such as the industry values in accounts and leads, or the reasons for closing an activity, case, or lead.
Changing the criteria that are used to determine if there are potential duplicate records.
Changing the names of record types or the text labels used in forms and views to reflect the terminology used in your organization.
Creating new record types and relationships to link them with other record types to capture information you need.
Adding new fields on forms to track information that doesn't fit in existing fields.
Hiding features you don't use to simplify your experience.
Modifying the default reports.
Changing which columns are displayed in views, the order columns are displayed, and how the views are sorted. For each record type, there are several types of views that can be changed:
The system views that appear in the View list.
The view that shows search results when you search with Advanced Find.
The view that shows search results when you type information in the Search for records box.
The view when you click a link in the Details area.
Controlling which fields are searched when you type information in the Search for records box.
You cannot customize the values or default text in the Filter on and Include boxes in the History and Activities areas of records.
Export Data to Excel
You can export any list to Microsoft Office Excel, including the results of an Advanced Find search.
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You can export to a static or dynamic Excel worksheet or to a PivotTable.
Export data to an Excel static worksheet
Can I do this task?
This task requires permissions that are found in all default security roles. More information about specific permissions and performing this task while offline: Common Task Permissions
1. In any area with a list of records, select the columns to include in the exported list.
By default, an exported worksheet includes the fields that are displayed in the list, using the same field order, sorting, and field widths.
To make changes to the columns in an Advanced Find View, click Edit Columns. You can make the following types of changes:
Change the column order
To change the column order, select a column heading, such as Account Name, and then under Common
Tasks, click the Move Left button or the Move Right button to move the column.
Add columns a. To add columns to the export list, click Add Columns. b. To add columns for the main record type, select it, and then in the Add Columns list, click to select fields that you want to add as columns. c. To add columns from related records, first select the related record type, and then in the Add
Columns list, click to select fields that you want to add as columns. d. Click OK.
Configure sorting
To change the sort order, click Configure Sorting, in the Column list, select the column that you want to sort, in the Order area, click Ascending Order or click Descending Order, and then click OK.
You cannot sort on columns from related record types.
Change column width
To change the column width that will appear in the Excel worksheet, select a column heading, such as
Account Name, click Change Properties. In the Change Column Properties dialog box, select the width (in pixels) that you want, and then click OK.
Remove columns
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To remove a column, select the column heading that you want to remove, and under Common Tasks, click Remove, and then in the confirmation message, click OK.
You cannot change the columns for a system view, such as All Active Accounts. You must either customize the view, which requires the System Administrator or System Customizer security role, or use Advanced Find to create your own view based on the current view. To create your own view, with the system view open, click Advanced Find.
2. On the Actions toolbar, click the Export to Excel button .
3. In the Export Data to Excel dialog box, select Static worksheet with records from this page.
– OR –
Select Static worksheet with records from all pages in the current view.
This option will be visible only when your view includes more than one page of records.
Tip
You can e-mail a static exported worksheet to anyone, or store it in a shared file. Anyone who opens the file will see all the data in the file, whether or not they are a Microsoft Dynamics CRM user or have privileges to view the data in
Microsoft Dynamics CRM.
Notes
4. Click Export.
5. To view the static worksheet, click Open.
If you are using Microsoft Office Excel 2007, you will see a message that says the file you are trying open is in a different format than specified by the file extension. Click Yes.
6. To save the exported data to a file, in Excel, on the File menu, click Save.
There is potential for data loss if you export from Microsoft Dynamics CRM to a Microsoft Office Excel
2003 comma-separated value (CSV) file.
To ensure that the file is exported correctly, you must have data in every row of the last column of the list you are exporting. You can add a space or other character in last column of the file or reorder the columns so that the last column always contains data. More information: Microsoft
Knowledge Base Article 77295
By default, in Microsoft Dynamics CRM, you cannot export a list of more than 10,000 records at a time to a static Excel worksheet. Your system administrator can change this. More information: Microsoft
Knowledge Base Article 911395
By default, Microsoft Dynamics CRM lists up to 50 records per page. If there is more than one page of records available to view in the list of records, use the Page arrows at the bottom of the list to view the additional pages.
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