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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Automate export Contac...
Small and medium business | Business Central, N...
Suggested Answer

Automate export Contacts from BC to Excel

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Posted on by Jorge92 5

Hi all,

I am tryng to automate a export from BC. Manually I can do it whit edit in excel but... Is it possible automate this??

For example every Monday export Contacts to Excel. I have all permissions.

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  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Jorge,

    I would try taking one of the standard BC reports, shown below, and scheduling them to Output to Excel. Try this and I think you will be fine.

    pastedimage1621006786287v1.png  pastedimage1621006820655v2.png

    Hope this helps.

    Thanks,

    Steve

  • Suggested answer
    JAngle Profile Picture
    JAngle 150 on at

    If you don’t want the Excel file stored directly in BC you could use Power Automate. Create a recurring cloud flow. Use the contact API page to call on the data with filters using the HTTP connector. Use the Excel connector to create a file and add rows to a table. Once done move it to a preferred cloud storage location and then send a notification so you or others can access it.

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