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

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Posted on by Vamsa

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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

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Alireza Eshaghzadeh 14,637 Super User 2025 Season 2 on at

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

Hi Sindhu,

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

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

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Vamsa 142 on at

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

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?

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Alireza Eshaghzadeh 14,637 Super User 2025 Season 2 on at

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

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:

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

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Vamsa 142 on at

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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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Alireza Eshaghzadeh 14,637 Super User 2025 Season 2 on at

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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.

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

The file will be saved on Azure blob-.

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Vamsa 142 on at

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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

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Alireza Eshaghzadeh 14,637 Super User 2025 Season 2 on at

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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.

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Vamsa 142 on at

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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?

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Michal Krejza on at

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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

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Alireza Eshaghzadeh 14,637 Super User 2025 Season 2 on at

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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.

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