Another Benefit of Excel Integration

I was putting together a Marketing List in CRM 3.0, and reviewing existing Marketing Lists. I was frustrated by the fact that the Marketing List Membership view only includes the fields: Full Name, Business Phone, and Address 1.

I discovered that this view cannot be modified because it is coded into the application.

However when I exported the view to Excel using the "Dynamic worksheet" option, I had the opportunity to select from dozens of available fields, to also include in the export. This worked fine.

I was able to add the Parent Customer and the E-mail fields that I wanted. I also was able to save the Excel spreadsheet and distribute it to others within my company. Because the connection string is included in the spreadsheet, the data can be refreshed as desired.

Simple and effective.