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Not able to export 'address' field from 'Connection'. I've tried both 'Connected to (Contact)' and 'Connected from (Contact)'. The address is definitely available under 'Contact' that within this 'Connection'. Help! thanks!
I tried this on my test lab and seems like working for me.
The steps I followed.
1. Go to advanced find.
2. Select connection entity and some condition to load data.
3. Click on edit columns.
4. Selected Connected to(contact)
5. Selected some of the address fields present in that selected entity.
6. Run the query again and export the data into excel file.
Please let me know if you are following any other steps , I will verify that as well.
Sample of the excel I exported
Hi Soumen, that's exactly how i did, and I tried all address fields from
connected to(contact) and connected to(account)
connected from(contact) and connected from(account)
There's always 'blank'. Maybe that means those entities not connected each other correctly?
I dont think that's the case, if there is any issue with connection then you should not see the entity in the list. Can you confirm the records you are exporting has data in it? I verified that it is working fine for me in out of box configuration.
please share some of the screenshots to get better look into it. Also if possible open a case with MS support so that we can check the configuration at your end.
I have just checked in my crm instance and address is getting exported from advanced find. See below image.
Now, can you please open contact records and see if you have actually updated address data on contact records. If address data not present on contact I don't it will be listed under advanced find.
i think i know the problem now but still don't have solution.
See my table below: Amy connected to 'Inspiring the future' and Amy worked under account (ADinstrucments Ltd). The address I really need is under 'Company'. Any idea?
You can not go 2 level deep from advanced find to get the data.
Can you try other way, start with Company which is Account ->then add condition from related entities.
You could use a tool like PowerBI to extract and save into excel. This would allow you to go more than a single level down in Entities.
If this is more than one off, you' be better creating a PowerApp or PowerAutomate Flow to extract the information.
I would love to, really a fan of Power BI. But company not support that. :-(
In Dynamics there is the Data Export feature which copies the CDS to an Azure database. Could that be used for reporting?
In reality, I think PowerApp/Automate sounds like your best option without compromising your Dynamics entities.
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