Personalized Community is here!
Quickly customize your community to find the content you seek.
Check out the latest Sales updates!Learn about the key capabilities and features of Dynamics 365 Sales and experience some of the new features.
Download overview guide | Watch Sales video
2020 release wave 1Discover the latest updates and new features to Dynamics 365 planned through September 2020
Release overview guides and videos Release Plan | Preview 2020 Release Wave 1 TimelineWatch the 2020 Release Wave 1 virtual launch event
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
I need to export our list of competitors to Excel in order to be able to re-import these records with additional data. However, the Export to Excel option is not available from my Competitors views, unlike from other entities such as Accounts or Contacts. I did check not just the toolbar but also the ellipsis on the right. What am I missing?
The quickest way would be to use Advanced Find....
Thanks for the suggestion, but we're running the Unified Interface which as far as I know doesn't have Advanced Find.
You should be able to switch to the standard interface by clicking on the Dynamics 365 menu and select the Dynamics 365 - Custom option...
Ben, thank you, this solved it for me, if slightly indirectly. For the benefit of other people, here are a few details.
I couldn't find any option named "Dynamics 365 - Custom", and I checked under My Apps as well as the left navbar. But this gave me the idea of creating a new "web" (not unified interface) app, in which I added the Competitor entity, a couple views, a basic sitemap, and then published. In that app I'm indeed able to 1) create an Advanced Find view, 2) build and execute a Query, and 3) export the Results as a static worksheet which looks to have the right structure to append data and re-import update.
Not exactly the most streamlined experience but that did the trick!
Business Applications communities