Personalized Community is here!
Quickly customize your community to find the content you seek.
Choose your path Increase your proficiency with the Dynamics 365 applications that you already use and learn more about the apps that interest you. Up your game with a learning path tailored to today's Dynamics 365 masterminds and designed to prepare you for industry-recognized Microsoft certifications.
Visit Microsoft Learn
2020 Release Wave 2Discover the latest updates and new features to Dynamics 365 planned through March 2021.
Release overview guides and videos Release Plan | Preview 2020 Release Wave 2 TimelineWatch the 2020 Release Wave 2 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
We are having REAL trouble exporting contacts information from a subset of accounts in our system.
What we need is to export all names, emails and mobile phones for contacts associated with those accounts that meet certain search criteria.
To accomplish this, we are running two independent searches:
1) when running a report at ACCOUNT level, we are able to locate the accounts that we are looking for. however, this account-level search does not include email / mobile numbers for all of the CONTACTS that are associated with these accounts.
2) when running a report at CONTACT level, we are not able to tell the system to only export contacts that belong for the accounts that we located using the search in 1) above.
Is there any way to combine both the ACCOUNT and the CONTACT level searches into one search?
How can we export this information from the CRM?
This should be very simple. If you're able to pull 2 reports from accounts and contacts then you should be able to do it all in contacts.
Just create a view in Contacts and in the field selection scroll all the way down until you hit "Related" in bold letters. Anything under related are entities related to the contact. In the case of contacts what links them to accounts is a field called Company name which is a lookup field to accounts. You will need to select Company Name (account), which will then allow you to access all the fields on the account entity linked to the contact. You can then use the account fields to continue with your filter.
Build a dynamic account marketing list (acct criteria)
Build a view of contacts whose accounts are in the marketing list
I take it that you are looking for the Accounts and Contact columns on the one report combined. If you are not worried about importing this information back, you can create a report with primary record type; Contacts and related record type Accounts.
Then create the report criteria needed, when you come to the columns section you will be given both choices of Contacts and Accounts to merge in the one table. You can then save this in excel word etc.
hope this is of some help
Business Applications communities