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Dynamics 365 Community / Forums / Microsoft Dynamics RMS (Archived) / Exporting customer emails
Microsoft Dynamics RMS (Archived)

Exporting customer emails

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Posted on by Patrick Moore 255

I have not been able to figure out how to export a spreadsheet of all our customer emails. Last time I did it I had to gather them manually and that was very time consuming.  Can someone guide me through the process?

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  • Verified answer
    Antonijo Todorovik Profile Picture
    Antonijo Todorovik 4,025 on at

    Hi Patric.

    The "normal" way is to generate a Customer List report, but I think there was no e-mail field in the standard RMS active report..., so it must be someone have edited / personalized the report for you to get this field included.

    So, or :

    - You have a custom report that you can generate from the Reports / custom menu or

    - a memorized report from Reports / Memorized menu

    - or simply edit the standard Customer List report (the file is "Customer - Customer List.qrp" and the path should be the standard RMS install path), by coping the file in the same folder, then changing the name of the file and adding "Custom - " text infront of the name and by using Notepad add this next text into the file:

    Begin Column

      FieldName = "Customer.EmailAddress"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "E-mail"

      VBDataType = vbString

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 2000

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Restart the RMS SO Manager (it's the same for the HQ environment).

    Once You generate the new Custom report in RMS, play with it until You get the list in the format you want and export it to Excel (.csv files).

    Also, chek on the Crystal reports, maybe there you have something personalized...

    Hope this helps...

    Regards, A.

  • Suggested answer
    Patrick Moore Profile Picture
    Patrick Moore 255 on at

    Than did the trick.  Thanks!

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