Create re-usable Dynamic PivotTable Reports for Dynamics CRM

As you are probably aware, you can export any list in Dynamics CRM 4.0 as a dynamic Excel PivotTable. You have an option to select the columns you want to include in the PivotTable. Once you have exported the list as a dynamic PivotTable, you can then slice and dice the data for further analysis and save the PivotTable report for the future use.

You can open the saved Excel workbook at a later time and refresh it (Data > Refresh from CRM or Refresh All) to update the PivotTable to reflect the up-to-date information from Dynamics CRM 4.0.

If you want to make this PivotTable report available to the other CRM users, you can upload the Excel workbook containing your report to Dynamics CRM. You do this using the following steps:

1. Workplace > Reports > New
2. Report Type: Existing File
3. Browse to the folder where you saved your Excel workbook and select the workbook file
4. Save and Close

Your Excel report containing the dynamic PivotTable is now available to the other users (of course subject to their privileges set in CRM). For example, if you create a PivotTable report containing opportunities by salesperson and territory, the user viewing this report would see only the opportunities he/she can otherwise see in CRM.