Export organization hierarchies to Excel (CRM 2016)

(0) Share

Report

Posted on by Community Member

Hi all,

I have multiple accounts with each their own hierarchy , when I open my hierarchy designer i see the different accounts . my question is I want to export the hierarchies to excel is that possible?

Regards,

David

*This post is locked for comments

I have the same question (0)

All responses (5)

Answers (2)

Verified answer

BlackBeard 445 on at

Like (0)

Report

RE: Export organization hierarchies to Excel (CRM 2016)

Hello,

sadly its not possbile to export this to excel...

Kind Regards

Léon

Was this reply helpful? Yes No
Suggested answer

gdas 50,091 Moderator on at

Like (0)

Report

RE: Export organization hierarchies to Excel (CRM 2016)

Hi David ,

Not possible still you can refer old thread for alternate.

community.dynamics.com/.../123709

Was this reply helpful? Yes No
Verified answer

ashlega 34,477 on at

Like (0)

Report

RE: Export organization hierarchies to Excel (CRM 2016)

Hi David,

it depends on what you want to export. There are hierachy conditions in the advanced find, so, for example, you might build a query for accounts, set a filter to "account under accountA", and export all those "child" accounts of accountA to excel.

Was this reply helpful? Yes No
Community Member on at

Like (1)

Report

RE: Export organization hierarchies to Excel (CRM 2016)

HI Léon, thank you for your response .

maybe i can create a view and then export it .

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: Export organization hierarchies to Excel (CRM 2016)

Hi Alex, Thank you for your response .

i want to do it from the hierarchy designer but as léon says,it's not possible.

based an your answer maybe i can crete a view then export it to excel ,using the "under accounts" option.

Was this reply helpful? Yes No