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Downloading into Excel

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Posted on by AC-24090941-0

Part of my job involves me exporting multiple documents from Dynamics 365 into excel. At the moment I doing this individually. Is there a way that I can download multiple documents into one excel spreadsheet?

Thank you

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Adis 6,048 Super User 2025 Season 2 on at

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Hey,

I think it should be achievable through DMF (Data management framework). There is a lot from MS Learn, however, you can check a brief idea in this blog:

D365: How to Export/Import data through Data Management Framework (DIXF, DMF) (dynamics.com)

Kind regards, Adis

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Frank Hamelly | MVP... 46,625 Super User 2025 Season 2 on at

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What type of documents are you referring to?

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Komi Siabi 13,093 Most Valuable Professional on at

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Are you referring to Finance and Operations or customer engagement ?

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André Arnaud de Cal... 300,911 Super User 2025 Season 2 on at

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When you export to Excel or when you are using Data management to export data entities to Excel, you will always have an Excel file with one worksheet. In case you need to have multiple sheets, you can consider using the Dynamics 365 connector for Excel where you can refresh data from multiple entities or consider a customization to create an Export with your own logic.

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