Export data

Objective

Data in HR for Dynamics is displayed in a variety of formats from Dynamic Forms to Data Grids, the one thing these formats of data collection have in common is that they are able to be exported, with an out of the box functionality, to familiar Microsoft Office programs such as Microsoft Word or Microsoft Excel.

Exporting the data is simple and is achievable in an easy to use functionality that means HR Managers can export data to programs such as Excel. Use the functionality in Excel to arrange the data ready for review, audit, or for reporting information to key members of the organization. 

Using the HR for Dynamics data export function in this way ensures that any potentially business critical needs can be met in good time and in a format that is familiar and easily customized to meet any specific organizational requirements.

Hints

  • You can quickly export any data from HR for Dynamics by opening the desired area, then selecting the Export to Excel button in the top ribbon.
  • You can also export data using a predefined template. This allows you to apply advanced filters and analytics options to your data. A tutorial on exporting data from HR for Dynamics using a template can be found here.

Result

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HR