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Im a CRM newbie. Help please :-)
My version is as below;
We are looking to extract contacts and associated notes.
We need all available contact fields including email, phone and address details, as well as any notes, dates and category’s of notes please.
Eg a CSV format along these lines would be perfect.
Name Mobile Email Notes Date Note Category … and other fields
Joe Bloggs 0434321675 Jobb45@gmail.com Joe is his first name 12/4/2020 Personal Details Notes
Joe is an Electrician 3/1/2021 Employment Type Notes
We would be looking at comma separated unless “,”’s are found in the data, in which case quote encapsulated Comma separated.
Any helps appreciated
Hi SunnyAs I hope you are great.
Have you tried creating an advanced find in the entity called Contacts and then adding a column that has information related with note (there should exist a relationship between them)? Once you have that, you just must save then view and run the query.
Here more info:
Create, edit, or save an Advanced Find search (Dynamics 365 Customer Engagement (on-premises)) | Microsoft Docs
(+) Advanced find to compare 2 entities - Microsoft Dynamics CRM Forum Community Forum
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