Customer experience | Sales, Customer Insights,...

Is there a way to extract/export a list of all Dynamics CRM solutions in excel

(1) Share

Report

Posted on by Cathy_CRM

I am trying to create a report with a list of all Solutions(Managed and Unmanaged) solutions in excel. However, I am not able to "export" as that option is not available in any of the Solution Views. The Solution entity does not even exist in 'Advanced Find", thus it won't show up in a report wizard. I don't want to manually copy the list and put it in excel either, cause that's a bit laborious.

Do you guys know an easy way to export a list of "all" solutions from a CRM environment. I am using Dynamics 365 version of CRM.

Appreciated your help!

Thanks!

Cathy.

I have the same question (0)

All responses (5)

Answers (0)

Suggested answer

Marco.P 2,405 on at

Like (1)

Report
Hi,

take a look at this:

d365blogger.com/.../

XRM ToolBox Solution History

Pro

Provide details on the Solution Components and details of the components

Provides details about the user who Imported or exported the solution

The solution history log can be exported as a XML to excel

Ability to view the solution history within a provided date range

Con

It provides details about the Solution Imports. Details about solution Exports and uninstalls are NOT provided

Requires XRM Toolbox to view the Solution History .

Hope it helps

Was this reply helpful? Yes No
Suggested answer

meelamri 13,216 User Group Leader on at

Like (3)

Report

Hi,

You can fetch all your solutions using this request:

https://YourOrganization.crm.dynamics.com/api/data/v9.0/solutions

You will get a JSON File like that:

Then you can convert your JSON to an Excel, you can use one of this tools:

https://json-csv.com/json-to-excel-converter-add-in

https://www.gunamoi.com.au/soft/savejson2csv/index.html

http://convertcsv.com/json-to-csv.htm

You will get something like this:

You can also use flow to generate your Excel Report periodically, Check the image below; the flow will be executed each week:

Hope this helps

Was this reply helpful? Yes No
Suggested answer

Paul_Owen 2,027 on at

Like (0)

Report

You can sort of do that from the solutions history, display all solutions history and export then just remove the duplicates.

Regards

Paul

Was this reply helpful? Yes No
Sky_God 24 on at

Like (0)

Report

Using a very old CRM system I went into the Chrome Developer Tools view on the page and located the <table> element for the Solutions table page, right clicked Copy outer HTML on the node. I was able to paste this into Excel for further use. Formatting not great but better than doing it by hand for a few minutes of style tidy up.

Was this reply helpful? Yes No
Suggested answer

Kaegun 5 on at

Like (0)

Report

Using this technique I also extracted plugins, publishers and a few other things I needed to complete an environment assessment.

Was this reply helpful? Yes No