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Exporting Notes from Dynamics 365 and converting them to Excel

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Posted on 13 Sep 2022 02:33:30 by Penny Pryde

Hello,

I have set up an advanced find that works as expected and correctly pulls back the information I need in the XML view . Purpose is to extract the Notes information from our Accounts.

However when I then covert it to excel for the majority of the Notes the below code appears in front of most the of notes wording or variations of it throughout the excel version.

Does anyone have a quick solution in how to fix so that when the data is extracted to excel the below does not occur. Selecting the Excel Icon in screen .

Excel provides the following warning message

pastedimage1663036028387v2.png_2D00_640x480.png

The above message is prompted and when you select Yes the below is written within all the notes. If you select No then no conversion to excel occurs.

As you can tell I am a bit limited with my knowledge around this.

Thanks for any advice on this matter in advance.

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Suggested answer

Abdul Wahab 12,081 Moderator on 13 Sep 2022 at 22:21:06

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RE: Exporting Notes from Dynamics 365 and converting them to Excel

Hi Penny Pryde,

Follow the below steps to the Notes table to your app:

Log in to make.powerapps.com

Make sure you are connected with the correct environment.

Click on Apps

Click on the ellipse with the app in which you want to add notes.

Click on the switch to classic

Click on the pencil of Site Map

Click on the area

Click on Add button and then Sub-area

Select Entity and Notes

Save and Publish

If I answer your question then please mark it as verified.

Let me know if I can provide you with more details.

Thanks
Regards,

Abdul Wahab
Power Platform/Customer Engagement Developer/Lead/Solution Architecture/Project Manager
Direct/WhatsApp:+923323281237
E-mail: abdulwahabubit@outlook.com
Skype: abdul.wahabubit
Linkedin: www.linkedin.com/.../
Penny Pryde on 13 Sep 2022 at 21:26:10

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RE: Exporting Notes from Dynamics 365 and converting them to Excel

Hi Abdul,

Thank you for your response. To be I am a little clueless as to are or site map that you refer to. Are you able to expand and provide guidance as to where I can locate the area to you are referencing please.

Thank you
Penny Pryde on 13 Sep 2022 at 21:24:42

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RE: Exporting Notes from Dynamics 365 and converting them to Excel

Hello

I have discovered that the issue arises when adding in extra filter fields.

If I just Select Notes and All Notes the data is clean but as soon as I add extra filters which I need by Selecting Regarding (Account) the data is pulling back the <div style='font-family: "Segoe UI","Helvetica Neue",sans-serif; font-size: 14px;' data-wrapper="true">

<div>.
Penny Pryde on 13 Sep 2022 at 21:24:31

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RE: Exporting Notes from Dynamics 365 and converting them to Excel

Hello

I have discovered that the issue arises when adding in extra filter fields.

If I just Select Notes and All Notes the data is clean but as soon as I add extra filters which I need by Selecting Regarding (Account) the data is pulling back the <div style='font-family: "Segoe UI","Helvetica Neue",sans-serif; font-size: 14px;' data-wrapper="true">
<div>.

Any ideas how to get around this?

With thanks
Suggested answer

Abdul Wahab 12,081 Moderator on 13 Sep 2022 at 04:42:06

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RE: Exporting Notes from Dynamics 365 and converting them to Excel

Hi Penny Pryde,

Do one thing here. Add Notes table in your area or site map Use Open in Excel Online to update records. It will solve your problem I hope.

If I answer your question then please mark it as verified.

Let me know if I can provide you with more details.

Thanks
Regards,

Abdul Wahab
Power Platform/Customer Engagement Developer/Lead/Solution Architecture/Project Manager
Direct/WhatsApp:+923323281237
E-mail: abdulwahabubit@outlook.com
Skype: abdul.wahabubit
Linkedin: www.linkedin.com/.../