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Microsoft Dynamics CRM (Archived)

Exporting all fields of an entity to excel sheet

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Posted on by 370

Hi all,

I have a query, I wanted to know if i could export all fields of an entity to an excel sheet.

If there is a way out kindly suggest!!

Regards 

Prem

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I have the same question (0)
  • John CRM Dev Profile Picture
    5 on at
    RE: Exporting all fields of an entity to excel sheet

    Does anyone know if I can export opportunities from advanced find and include the account id they are linked to? I want to import accounts and opportunities into another system, but don't see how identify an account on an opportunity using the advance find export to excel.

  • Community Member Profile Picture
    on at
    RE: Exporting all fields of an entity to excel sheet

    Hi all,

    I would be grateful if you could tell me which pluggin you used for exporting your entity datas with XrmToolBox ?

    Regards.

    FLorent.

  • Tim Dailey Profile Picture
    440 on at
    RE: Exporting all fields of an entity to excel sheet

    Excellent, exactly what I needed and it put it all in one Excel, great tip!

    Thank you!

  • Prem27 Profile Picture
    370 on at
    RE: Exporting all fields of an entity to excel sheet

    Hi Nithya,

    thanks for your response. while mapping my business requirements in CRM, i wanted to have a list of all the fields in the entity and then mark/color them as per their feasibility according to my requirements , which would give me a clear idea which one of them are useful and further i could present it as well.

  • Verified answer
    Community Member Profile Picture
    on at
    RE: Exporting all fields of an entity to excel sheet

    Install the XRMToolbox kit on your machine. That tool is providing option to export the entity fields to excel .

    Regards,

    Dhandapani

    Please mark the answer as verified, if it helps you

  • Suggested answer
    Nithya Gopinath Profile Picture
    17,078 on at
    RE: Exporting all fields of an entity to excel sheet

    Hi Prem,

    What is the need of having such an excel sheet? Already the Dynamics CRM SDK has an excel sheet called Entity Metadata.

  • Suggested answer
    Ryan Maclean Profile Picture
    3,070 on at
    RE: Exporting all fields of an entity to excel sheet

    Hi Prem,

    I'm not sure what you need this for, but you could use a solution like the CRM Data Detective (crmdatadetective.codeplex.com) to list them all, then copy them across to an Excel sheet.

    Ryan

  • Verified answer
    Community Member Profile Picture
    on at
    RE: Exporting all fields of an entity to excel sheet

    Use XrmToolbox's Metadata Document Generator.

    xrmtoolbox.codeplex.com

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