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Answers

1. A dynamic spreadsheet contains data that you have permission to view in CRM. After data is in the static spreadsheet, anyone who views it can see the data.

2. This isn’t relevant for PivotTables because you have to specify where you want the data when you open the file. If you’re exporting a static or dynamic worksheet, organizing your columns in advance is important only if you plan to reuse the Advanced Find search because you can always reorganize the data in Excel.

3. Saving the view lets you know what the criteria were for the records in the spreadsheet. It also makes it easier to do the same or a similar export again.


  

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