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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

  • Vamsa Profile Picture
    142 on at
    RE: Is there any way to automate the process of export of data entity records in csv file

    ok thank you

  • Suggested answer
    Michal Krejza Profile Picture
    on at
    RE: Is there any way to automate the process of export of data entity records in csv file

    Hi,

    I do not think it is suitable for your task.

  • Vamsa Profile Picture
    142 on at
    RE: Is there any way to automate the process of export of data entity records in csv file

    Thank you so much Michal and Alireza. I will try with logic apps. Hope it is free version available.

    Is there any way through power apps or power automate or power bi .I am not sure whether my question seems to be basic as i dont have idea on power based applications.

  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    13,585 Super User 2025 Season 1 on at
    RE: Is there any way to automate the process of export of data entity records in csv file

    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.

  • Suggested answer
    Michal Krejza Profile Picture
    on at
    RE: Is there any way to automate the process of export of data entity records in csv file

    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

  • Vamsa Profile Picture
    142 on at
    RE: Is there any way to automate the process of export of data entity records in csv file

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

  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    13,585 Super User 2025 Season 1 on at
    RE: Is there any way to automate the process of export of data entity records in csv file

    Hi again Sindhu,

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

  • Vamsa Profile Picture
    142 on at
    RE: Is there any way to automate the process of export of data entity records in csv file

    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
    13,585 Super User 2025 Season 1 on at
    RE: Is there any way to automate the process of export of data entity records in csv file

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

    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

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