web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Exporting a list of em...
Microsoft Dynamics CRM (Archived)

Exporting a list of emails to excel

(0) ShareShare
ReportReport
Posted on by Community Member

I need to export a list of client emails into an excel spreadsheet. All emails are listed under contacts. Contacts are listed on accounts. I can't find a way to filter just the emails from accounts listed under a category of our accounts. I can pull all emails from all contacts but I can't filter it to a certain group of contacts. Is this possible? If so, how?

*This post is locked for comments

I have the same question (0)
  • Community Member Profile Picture
    Community Member on at
    RE: Exporting a list of emails to excel

    Unfortunately, we are not utilizing the categories function. The accounts I am using are a separate list that was imported into this CRM from a different CRM a few years ago. I can export a list of the emails for the primary contact for each of these accounts but I can't export a list that includes every contact from each account.

  • Community Member Profile Picture
    Community Member on at
    RE: Exporting a list of emails to excel

    How are you categorising the accounts, Tyler?

    The only way I can think is to filter your contacts via a certain field.  How are you deciding which accounts you wish to work with?

  • Community Member Profile Picture
    Community Member on at
    RE: Exporting a list of emails to excel

    We have 5000+ accounts, each has multiple contacts. I need to export all of the contacts for about 400 accounts of a specific type, so I can't filter by a single company name. I can only get the primary contacts' email from each account but again most accounts have multiple contacts and I can't figure out how to export all of that info.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Exporting a list of emails to excel

    Go to contacts, add filter, filter by company name etc, then 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

News and Announcements

Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft
Our Community Code of Conduct has been updated!

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Andrés Arias – Community Spotlight

We are honored to recognize Andrés Arias as our Community Spotlight honoree for…

Congratulations to the August Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
Aric Levin - MVP Profile Picture

Aric Levin - MVP 2 Moderator

#2
MA-04060624-0 Profile Picture

MA-04060624-0 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans