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Views are not only a good way to filter the information from within Dynamics, itself, but you can also use them to export the results into Excel.

You’re able to:

  • Delete a View.
  • Export a View to Excel as a Dynamic spreadsheet.
  • Refresh an exported View in Excel with current data.
  • Share a View as ‘Read Only’.
  • Share a View with a colleague.
  • Sort a View.

Want to find out more?

Find out more with our handy guides!

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