This video is the second in a series of two demonstrating how to easily build, manage and share dashboards, charts and reports. While part one of the series focused on how to generate and customize reports, charts and dashboards in CRM, this video focuses on how to easily share your CRM reports and charts utilizing Excel services.

You will learn how to export data from CRM into Excel and how to upload Excel generated reports into CRM for easy sharing and collaboration.

Watch part one here