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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / How to export contacts...
Service | Customer Service, Contact Center, Fie...
Suggested answer

How to export contacts from a Company static list

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Posted on by BNW TWG 5

End-user is requesting contacts from an existing Company prospect list and I cannot figure out how to query the advanced find logic.

So it would look something like this:

Static list = My Prospecting Companies

  • Microsoft
    • John Smith
    • Jane Smith
  • Amazon
    • Frank Davis
    • Anne Davis
  • Nike
    • Mike Richards
    • Susan Richards
  • Acme Corp.
    • Tim Wright
    • Betty Wright

I did a look for = Contacts and this was the closest I could think of but obviously no contacts were returned or I would not be asking here :)

Static List Members (Contact) - Contains Data

Static List EQUALS My Prospecting Companies

  • Suggested answer
    LeoAlt Profile Picture
    LeoAlt 16,331 Moderator on at
    RE: How to export contacts from a Company static list

    Hi partner,

    I followed your situation and test in my instance, here are the steps.

    1.I have the contacts as members in list.

    pastedimage1595903769704v1.png

    2.I created an advanced find based on contact.

    pastedimage1595903795989v2.png

    And set the condition to Marking list name equal your name.

    Then the result.

    pastedimage1595903847102v3.png

    Best Regards,

    Leo

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at
    RE: How to export contacts from a Company static list

    Hello,

    You should try something like following:

    AF2.png

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