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How to export selected records

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Posted on by EmployeeOcta

Hello All Experts,

I need to export filtered accounts based on some condition.

But my moto of exporting the records is to reimport it again when we restore the database.

But i am in dilemma that how referential records should also be downloaded with one go.

any help will be appreciable.

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Dynamics 365 Administration

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CRMJetty 3,508 on at

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RE: How to export selected records

Hello,

Pls refer this video,

https://www.youtube.com/watch?v=PIwLR9V-1RM

https://www.youtube.com/watch?v=_f1vC1BjoJs

I hope it helps,

Thanks.

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365
EmployeeOcta on at

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RE: How to export selected records

Hello Experts,

I am on dynamics 365 on prem version 8.2.

1. I need to filter Account records which belongs to some specific region.

2. Now these accounts are already having associated contacts with them, also primary contact.

3. There are connection records between account records and contacts as well as user with some connection role.

3. These accounts are also associated with different activities like Appointment , email, phonecall, Task recurring appointments.

4. Also accounts are associated with some other custom entities.

Hope i am able to put my question correctly.

Now i don't want all accounts , rather i need filtered accounts.

As of now i am not sure about business value of doing this excersize, but if i could get any business justification i will try to put it here.
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Nya 29,054 on at

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RE: How to export selected records

Hi,

The tool can filter data with FetchXML.

Please refer to the following post:

(+) Configuration Migration Tool Filter Updates and the Power Apps Portal - Microsoft Dynamics 365 Community
AriaConsulting 2,651 on at

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RE: How to export selected records

EmployeeOcta,

Perhaps you can explain more of what sort of filter you're trying to achieve and why you need to export and reimport records. Also, if you can include which entities you're specifically referring to we might be better able to help. Nya has significant depth of knowledge, especially around Flows and dev aspects. And I'm fairly OK with "solutioning" .
EmployeeOcta on at

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RE: How to export selected records

Hello Nya,

Thanks for your update.. but data migration utility do not allow to get the data using filter.

i need Accounts to be exported based on some filter with also related records.
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Nya 29,054 on at

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RE: How to export selected records

Hi,

Please refer to the following documentation to know about how to export/ import data with Configuration Migration tool.

Move data between environments (Dynamics 365 Marketing) | Microsoft Docs
EmployeeOcta on at

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RE: How to export selected records

Hello Nya,

Thanks for your update..

But my moto of exporting the records is to reimport it again when we restore the database.

But i am in dilemma that how referential records should also be downloaded with one go so that when reimporting these records will not cause any issue, like the lookup record does not exists or something like that.

Hope i am able to put my points correctly.
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Nya 29,054 on at

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RE: How to export selected records

Hi,

It is recommended to use Advanced Find to filter the records you need and then export them.

For example, I filtered out the Accounts whose name begins with A.

Then select all records from the Result list and export them.