Excel export for Parent Account

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Posted on by Community Member Microsoft Employee

Can you export a complete overview of a parent account to excel?

I am trying to export the parent account including any sub-accounts i.e. agency, region, site as a heirarchy as it appears in Dynamics 365 but I can't seem to find where I can do this without copying and pasting what I want.

Thanks!
Renee

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LuHao 40,872 on at

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RE: Excel export for Parent Account

Hi Renee,

Is your problem solved? Any other questions?

Don't forget to mark the verified answer, which will help other users with the same theme. :)

Best Regards,

Lu Hao
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LuHao 40,872 on at

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RE: Excel export for Parent Account

Hi Renee,

We can use Report.

Go to Service > Reports. There is an OOB report that shows most of the account information you want. It is the Account Summary.

Select it then click Run Report button.

You could specify the account range by clicking Edit Filter in the upper left corner.

You could choose whether to include Sub-Accounts and Related Records.

Finally you could save this report as an Excel file.

If this OOB report does not meet your needs, then we can customize a new report.

Please refer to this article to know how to create a report: https://crmbook.powerobjects.com/basics/analytics/microsoft-dynamics-crm-report-wizard/

You can also refer to this video:

Hope this helps.

Best Regards,

Lu Hao