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Communications between a customer relationship management (CRM) application and an electronic worksheet to automatically generate a pivot table object
Communications between a customer relationship management (CRM) application and an electronic worksheet to automatically generate a pivot table object
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机译:客户关系管理(CRM)应用程序与电子工作表之间的通信以自动生成数据透视表对象
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摘要
An integrated system is described that allows a user to easily mine and report data maintained by a customer relationship management (CRM) application. In general, the system automates the process of creating electronic reports, such as an electronic worksheet, in a format that can be directly manipulated and viewed from spreadsheet application. In one embodiment, the report is automatically generated to include a pivot table for displaying the data. The system includes a database adapted to store the CRM data. First and second reporting modules execute within the CRM software application and the worksheet software application, respectively. The reporting modules cooperate in order to integrate CRM application and spreadsheet application, thereby automating the process of generating a worksheet based on the CRM database.
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