You can export data to Excel from most record grids within Microsoft Dynamics CRM by clicking the Export To Excel button.

When exporting data to Excel, you can choose to export static or dynamic data.

Static data exports provide a snapshot of data as it exists at the time of export.

Dynamic data exports establish a live link with the Microsoft Dynamics CRM database and can be refreshed at any time. Any formatting done on a dynamic Excel file is preserved after refreshing.

A dynamic export to a PivotTable provides you with a mechanism to summarize data in a cross-tabbed, or pivoted, table.

Dynamic exports can be uploaded and shared so that other users can benefit from the reports you create.