Go to Dynamics: ahima.crm.dynamics.com and log in to Dynamics using your AHIMA credentials. Select one of the apps accordingly (e.g. AHIMA-Sales, AHIMA-AMS).
Related:
Dynamics General: Settings and Basic Navigation
Dynamics General: Add Filters and Columns to Existing Views
Dynamics General: Create New View
In Dynamics, select or customize the view you wish to export (e.g. a view in accounts or contacts)
Tip: Columns added to existing (pre-populated) system views will not generate in excel export list. You must create a new view with desired columns.
Select "Export to Excel" to initiate immediate download of the data to your computer.
Load time should be relatively quick; dependent on complexity of data.
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