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Finance | Project Operations, Human Resources, ...
Suggested Answer

Is there any way to automate the process of export of data entity records in csv file

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Posted on by 142

Hi all

Is there anyway to automate the  export of data entity records into CSV? Currently doing manual process by exporting the data through data management framework in to CSV. Is there anyway to automate the process

Thanks

I have the same question (0)
  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    14,839 Super User 2026 Season 1 on at

    Hi Sindhu,

    You can run a DMF export job in batch with a recurrence.

    pastedimage1635854451493v1.png

    pastedimage1635854482290v2.png

    Please check https://dynfotech.com/2021/08/22/data-management-data-export-and-import-process-part-1/ for more info regarding export options-.

  • Vamsa Profile Picture
    142 on at

    Hi Alireza

    Thank for the reply.  For my current scenario, i need to export employee data entity eliminating few fields and export to be happened only for the newly added record through batch or something. Is that possible?

  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    14,839 Super User 2026 Season 1 on at

    Hi Sindhu,

    You can create data export project for entity "Employee", then you can click on view map and update the fields that you need to be exported:

    pastedimage1635861841912v1.png

    pastedimage1635861897397v2.png

    and then you can export the DMF job via batch job (i.e. Export in batch)

  • Vamsa Profile Picture
    142 on at

    Hi Alireza

    Thanks. Where does the CSV file be saved? I am unabel to find it. Also can it be automatically saved in the server(either production or uat) rather my desktop

    Thanks

  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    14,839 Super User 2026 Season 1 on at

    Hi again Sindhu,

    The exported file will be stored on data management > Job history and "Execution detail" for each exported job.

    pastedimage1635862915637v1.png

    Then you can export the file or package file to your local PC:

    pastedimage1635862964909v2.png

    The file will be saved on Azure blob-.

  • Vamsa Profile Picture
    142 on at

    Hi Alireza

    Thanks for the detailed explanation. But i wanted to automate the process. In the sense, user should not even click on download file. Is there any way to redirect the file to the production server or any specific server? rather than manual downloading

  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    14,839 Super User 2026 Season 1 on at

    Hi again Sindhu,

    I think you need to go for out.of-the-box.

  • Vamsa Profile Picture
    142 on at

    Hi Alireza.. would you be able to explain me more detail?

  • Suggested answer
    Michal Krejza Profile Picture
    Microsoft Employee on at

    Hi Sidhu,

    Please check following threads you find your answer there, I am sure:

    Create a recurring data export app

    Database Log Scheduled Export to a Specified Location

    Both recommend to use LogicApp. Yes, I know the first link is showing functionality for D365 Talent, but similar can be setup for D365F

  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    14,839 Super User 2026 Season 1 on at

    Hi Sindhu,

    There are several routines that can be used here. One of them is to use Logiq apps where you can send data to OneDrive for Business folder (https://docs.microsoft.com/en-us/dynamics365/human-resources/hr-admin-integration-recurring-data-export). Another alternative can be to create this export via Electronic reporting where data will be stored on Sharepoint that users have access.

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