Pivot Table Integration

We are always asked about the reporting capabilities of MS CRM. Here's a simple and compelling example. From a view, a user can create a dynamic link to an Excel Pivot Table, that provides interactive analytical ability for data in the CRM system. The value is that the link to the data is automatically created, and can be refreshed as desired.

Ed Martinez, Tao Yue, and Ramanathan Pallassana provide a detailed example of this process in their blog article: (Simplified) Pivot Table Integration