Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How can I export data ...
Microsoft Dynamics CRM (Archived)

How can I export data to a csv file?

(0) ShareShare
ReportReport
Posted on by Community Member Microsoft Employee

Hello, I'm working on a project that require data to be exported from the crm to a csv file. This process should be executed whenever a new record is created or an existing record has a status change (custom entity).

Using Campaign as an example: If a new Campaign is created or an existing Campaign status change from active to inactive I would need a new csv file of all of the active Campaigns. 

I was thinking that I would save a view in dynamic crm and in a c# plugin that I am creating call that view and export the results to csv. However, I am new to crm and not sure if this is even possible. Is it? If it is what steps (pseudo code) would I take in the plug in to accomplish this?  Is there a a better way? Any help would be appreciated, thanks! 

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How can I export data to a csv file?

    Hi there,

    Try an automaded data migration service Data2CRM. It allows you to move any kind and amount of data from your CRM directly to CSV file. The service also saves relations between records.

    Try to transfer some amount of your data into CSV/Excel files to see how the system works by running a Demo Migration. It’s free and your can do it as many times as needed.

    I hope my answer will help. Good luck!

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How can I export data to a csv file?

    The better way for exporting from the CRM to a CSV file is to use 3-rd parties services like KingswaySoft or Scribe.

    Moreover, I`d like to add one more service - Skyvia. It`s a cloud-based solution for no-coding integration which needs minimal configuration and only a web browser to be accessed from anywhere.

  • Verified answer
    Tim Dutcher Profile Picture
    Tim Dutcher 2,100 on at
    RE: How can I export data to a csv file?

    Your question is tagged as "CRM Online", so I'm assuming that's what you're using. Is this correct?

    There are lots of ways to produce a csv file from CRM data. But I have some questions before I'd recommend a solution.

    1) Do you need to produce the csv near real-time when a change is made to the CRM record(s)?  Or would it be ok for scheduled job to run to create the csv, perhaps once per day?

    2) Do you already use or are familiar with an ETL-type of tool such as Scribe or KingswaySoft?

    3) Is another system picking up the csv file to process it? Does that system have an API that you can call instead?

    4) Where does the csv file need to go once you've constructed it? Local file folder? Cloud storage location?

    5) Can you write .NET apps?

    You could buy or license an ETL tool, but question #4 is important because Scribe Online, for example, might not be able to create the file in the needed location due to your company's network security constraints. So it would be good to know that answer as well as the others.

    -Tim

  • Verified answer
    Nick.Doelman Profile Picture
    Nick.Doelman 1,947 Most Valuable Professional on at
    RE: How can I export data to a csv file?

    The plug-in idea could potentially work, but would be clunky and would take a while to develop.  If you are "on-prem" you could do something in SQL SSIS to read from the filtered views (this is supported as you are just reading data from SQL and not modifying it) and dump to CSV files on a schedule.

    The best would be to utilize 3rd party data integration tools that could be setup in minutes to accomplish this task.  Check out http://www.kingswaysoft.com/  or https://www.scribesoft.com/   These would work with CRM Online as well, what you spend on licenses would pay for your time very quickly.

    Cheers

    Nick

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,253 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,188 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans