From the course: Dynamics 365 for Sales Teams
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Export data to Excel
- [Instructor] Did you know that you can export up to 100,000 rows of Dynamics data into Excel? (gasps) Imagine all the PivotTables you can do with that much data. So here's how. I am going to go to Opportunities. And then I'm going to go to Open Opportunities view 'cause what I want is that Probability field. But remember that you can customize these views, so that becomes incredibly relevant when we start talking about exporting data into Excel. You need to be able to see the column in order to use it to analyze your data in Excel. I'll click on Export To Excel, Static Worksheet and click Open. All right, just click on Insert, PivotTable and click OK, and I'm just going to start dragging things into here. I'm going to put Account into my Rows. I'll put Probability into my Columns. And I'm going to do the Forecast in my Values. And I can go on ahead and format this to show me my dollar signs. Hit my Select All, double-click, and just like that I have a PivotTable. I have something…
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