troubleshooting Question

Microsoft CRM Report Export to Excel Pivot Tables

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CRM_Guru asked on
Tax / Financial SoftwareMicrosoft Dynamics
2 Comments1 Solution972 ViewsLast Modified:
I've created a Custom Report in MS CRM 4.0 using the Report Wizard. I had to export this report in Excel and make a pivot table. So far so good. It was easy.

My goal is to create a pivot table that would update itself everytime data is changed in CRM. The CRM to Excel update functionality won't work. What would the best option? Recored a macro? VB code? Any other options?

Please note that pivot table data is not coming direct from CRM. Its first being printed in a report and then exported to excel.
Jeff Wight
Business Solutions Manager

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