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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!
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