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

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Posted on by Inksrm

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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?

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Community Member on at

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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.

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Inksrm 721 on at

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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?

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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

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Inksrm 721 on at

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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?

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Arpit Shrivastava 7,518 User Group Leader on at

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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

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oliver.rodrigues 4,052 on at

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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/

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Elowy GrootCRM 54 on at

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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.

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