Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Export entity list fro...
Microsoft Dynamics CRM (Archived)

Export entity list from Dynamics 365 Portal using pre-defined excel or word template

(0) ShareShare
ReportReport
Posted on by Inksrm 721

Is it possible to export records from an entity list using a sepcified excel or word template using configuration rather than code? If so, how do you do this?

*This post is locked for comments

  • Elowy GrootCRM Profile Picture
    Elowy GrootCRM 44 on at
    RE: Export entity list from Dynamics 365 Portal using pre-defined excel or word template

    Hi Oliver,

    This link doesn't seem to work anymore (dynamics365heroes.com/.../dynamics-365-portals-exporting-data). Do you have an alternative post?

    Thanks a lot!

    Best regards

    Elowy.

  • Suggested answer
    oliver.rodrigues Profile Picture
    oliver.rodrigues 4,052 on at
    RE: Export entity list from Dynamics 365 Portal using pre-defined excel or word template

    took me a while .. but I wrote this post that may help you

    what I do here is print the page using .JS

    https://dynamics365heroes.com/2018/04/16/dynamics-365-portals-exporting-data/

  • Suggested answer
    Arpit Shrivastava Profile Picture
    Arpit Shrivastava 7,518 User Group Leader on at
    RE: Export entity list from Dynamics 365 Portal using pre-defined excel or word template

    Hello,

    Currently It is not possible to use your own excel or word templates in CRM Portals.You will get the required set of records in the already defined excel template only.

    Cheers

    Arpit

  • Inksrm Profile Picture
    Inksrm 721 on at
    RE: Export entity list from Dynamics 365 Portal using pre-defined excel or word template

    Thanks Guillaume, that works if exporting directly from CRM, but my question was about exporting from an entity list in Dynamics 365 Portals.

    Do you know if there is a way to do this?

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Export entity list from Dynamics 365 Portal using pre-defined excel or word template

    oups,

    forgot it: www.powerobjects.com/.../dynamics-crm-2016-how-to-easily-generate-excel-templates

  • Inksrm Profile Picture
    Inksrm 721 on at
    RE: Export entity list from Dynamics 365 Portal using pre-defined excel or word template

    Hi Guillaume,

    Thanks, but I can't see a link there :)

    Did you post it?

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Export entity list from Dynamics 365 Portal using pre-defined excel or word template

    Hello,

    here is a blog post which contains a step by step tutorial of excel template export.

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

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,494 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,305 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans