There are several ways to export full data from Dynamics into Excel or CSV format, but the most efficient and comprehensive way would be to use the Dynamics Data Export Service (DES).
The Dynamics Data Export Service is a cloud-based service that provides a simple way to extract large volumes of data from Dynamics 365 and store it in Azure data storage, including Excel and CSV formats. It allows you to extract all supplier/customer invoices/credits/payments, including the invoice number that the payment was applied to, and any other data posted to a 'job' such as timesheets.
To use the DES, you'll need to set up a data project that defines what data you want to export, including the entities, fields, and filters you want to use. You can also schedule the export to run automatically on a regular basis.
Alternatively, you can use the built-in export features in Dynamics to export specific data sets manually. To export all supplier/customer invoices/credits/payments and any other data posted to a 'job,' you'll need to use the Advanced Find tool to create a query that includes all relevant entities and fields. You can then export the results of your query to Excel or CSV format.
Overall, the best approach will depend on your specific needs and the complexity of your data set. The DES is generally the most efficient and comprehensive option, but if you only need to export a small subset of data, the built-in export features may be sufficient.
