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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to export Posts of...
Microsoft Dynamics CRM (Archived)

How to export Posts of entities in CRM

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Posted on by CRM Develope 884

Hi All,

How to export Posts of entities in CRM

is it possible ?(Advance find or etc)

So something like this :-

4466.Post.PNG

Thanks

*This post is locked for comments

  • Suggested answer
    Shidin Haridas Profile Picture
    Shidin Haridas 3,497 on at
    RE: How to export Posts of entities in CRM

    Since the GUI does not directly allow you to export, do the following:

    1. Create a OOB report for Posts entity.
      You will not be able to add the columns 'Text' / 'Regarding'.
    2. Download the RDL and open it in your IDE.
    3. Modifications to the RDL:
      1. Edit the fetchXml in the 'Query' tag to include 'regardingobjectid' and 'text'.
      2. Include these two in the 'Fields' tag.
      3. Include these two new fields by adding them to the TableCell
    4. Create a new report using the modified RDL.

    PS: The manual RDL editing can be a tricky process and may more often than not, result in a corrupted RDL.

    This would be the first way to go about this.

    In case this does not work, you can always create a console application that reads the posts entity and writes them into a csv file.

    Hope this helps.

    Cheers!

  • CRM Develope Profile Picture
    CRM Develope 884 on at
    RE: How to export Posts of entities in CRM

    Thanks Shidin Haridas

    Please explain How to export Posts of entities in CRM

  • Suggested answer
    Shidin Haridas Profile Picture
    Shidin Haridas 3,497 on at
    RE: How to export Posts of entities in CRM

    Yes, export the 'Posts' entity.

    Remember that there are 3 kinds of Posts:

    1. User Posts: Which the users have created themselves.

    2. Auto Posts: Which the system creates on a Record creation, Qualify, etc.

    3. ActionHub Posts

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