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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Export Account Entity ...
Microsoft Dynamics CRM (Archived)

Export Account Entity to Excel and import to Sharepoint Library

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Posted on by kashiffayyaz 15

Hi

I want  to export my crm account entity data to excel  and import on Sharepoint and this process should  be automatic, on every day basis we need  our  CRM entities data in sharepoint.

I want something OOB solution  which is easy to implement

Thanks

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  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Hi,

    There is no out of box solution for this. And I don't even think there is any third party add on available as well. I am not sure why do you want to store the same data in 2 places but if you still need it, you need to build something custom which will connect to CRM, retrieve records, and then add it to SharePoint. You could use flow as well if you would like some easy way.

    Hope this helps.

  • kashiffayyaz Profile Picture
    kashiffayyaz 15 on at

    Hi

    Yes we can use custom app, but i want to know how can we use  flow,  i mean which connectors we need to use to create Excel Sheet first then upload  in sharepoint.

    Regards

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Hi,

    There is no readymade template available for this, you need to create your own template from scratch. You can post in Flow community for any issues.

    powerusers.microsoft.com/.../BuildingFlows

    Hope this helps.

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