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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Exporting data from dy...
Microsoft Dynamics 365 | Integration, Dataverse...
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Exporting data from dynamics

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Posted on by CRMnoob123 5

Hello

I really could do with some advice and would greatly appreciate some assistance.

I am using dynamics 365 and have it set up as follows 

Accounts 

Contacts

Leads 

Opps

i have limited system views set up and i am able to download these views into a spreadsheet. Unfortunately the opportunities view does not contain contact information for example first name, surname, email, phone number can any one tell me how to export the associated contact info with the relevant opportunity please? 

Does anyone know how to 

  • Suggested answer
    gisiquei Profile Picture
    gisiquei on at
    RE: Exporting data from dynamics

    Hi there, 

    You could create a view using Advanced Find that look for entity 'Account' and in the columns you could chose 'Contact' as related entity , adding the columns needed 

    5732.pastedimage1590613435684v2.png

    4540.pastedimage1590614153712v3.png

    Here the result, please notice the option available to Export to Excel:

    8666.pastedimage1590613331122v1.png

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