Exporting data
To export rows of data to Microsoft Excel, follow these steps.
1. Arrange the columns and filter the data grid to the desired layout.
Note: Only data that is included in the grid will be exported.
2. Right-click anywhere in the data grid and select Export Grid to Excel.
3. In the Save As dialog box, identify the location and filename for the file.
4. Click Save.
A confirmation box is shown.
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The number of rows that were exported is included in the message.
5. Click OK.
In Excel, the data will be grouped as in CRMRight.
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Data display in CRMRight:
Data display in Excel:
