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Finance | Project Operations, Human Resources, ...
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Downloading into Excel

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Hi
 
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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  • Suggested answer
    Adis Profile Picture
    6,868 Super User 2026 Season 2 on at
    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:
     
    Kind regards, Adis
     
     
  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    46,633 Moderator on at
    What type of documents are you referring to?
  • Komi Siabi Profile Picture
    13,246 Most Valuable Professional on at
    Are you referring to Finance and Operations or customer engagement ?
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    306,773 Super User 2026 Season 2 on at
    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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