Hey Everyone :-)
I'm wondering if there is a way to export content from a guides build into a doc format for SMEs to review ??
There are a couple of options to export Excel from the active guides online view, however - the Steps are not in order.
Thanks ! Claire
You will need to use the Dataverse API, or set up a Power Automate Flow to accomplish this as it is not doable out of the box with existing Dynamics 365 Guides capabilities. All guides content is stored in the Dataverse, so it is a matter of building something that traverse all the steps and then grabbing the content you need.
See: docs.microsoft.com/.../developer-entity-reference for information about how the content is stored.
For example, the Power Automate Flow you create can start with the last step of a guide, copy content you need from the step (e.g. images, videos, instruction text) and put it into a doc, then traverse to the step that is linked previous to that (prev step is stored).
Hi,
Here is an idea post which is similar with your issue.
Guide data portability / import/export
You can vote for it in order to drive it to be improved.
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.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Mansi Soni as our August 2025 Community…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Abhilash Warrier 100 Super User 2025 Season 2
Suresh Kulla 72 Super User 2025 Season 2
DAnny3211 54
