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create a batchable export file form

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Posted on by JeffGreenrc

Hi,

I want to know, how to build a batch process, which will export file or save it. Following is the design of the form.

The intent is to run a process which will get the records and export it in the form of excel file.

Thanks

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nmaenpaa 101,158 Moderator on at

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RE: create a batchable export file form

There's no way how cloud D365FO could put files to your local drive, no more than Facebook, Gmail or any other web based application can.

Your users can download files with their browser but a batch job can't put files in their computers.

However locally running services such as the On-premises data gateway can fetch files from web services (such as D365FO) and save them on a network share.
Martin Dráb 234,615 Most Valuable Professional on at

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RE: create a batchable export file form

You should think about business logic before designing GUI, because now you can throw it away. The web application running in cloud can't simply connect to your local computer and put some files there.

While your proposed solution isn't possible, the actual business requirement can be achieved. Other people here have already suggested a few solutions.
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Sukrut Parab 71,687 Moderator on at

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RE: create a batchable export file form

You can use Recurring Integrations Scheduler or recurring data jobs or data package API ? Check below links for your reference , those would be helpful.

github.com/.../Recurring-Integrations-Scheduler

docs.microsoft.com/.../recurring-integrations

docs.microsoft.com/.../integration-overview
JeffGreenrc on at

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RE: create a batchable export file form

We need to save file locally as you can see from the dialog. We need to give the path to a file to save it locally?

Thanks
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nmaenpaa 101,158 Moderator on at

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RE: create a batchable export file form

You can use Recurring data jobs in Data Management Projects to run periodically and export data to Excel file.

The user can download the excel from the recurring data job history, or you can have a LogicApp to pick it up and save to OneDrive, or do whatever you want with the file.

Would this fulfill your requirement?