How do I export an advanced find result that starts with 'Look for: Notes'

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Posted on by PollyA

My query starts with 'Look for: notes'

and then looks for a search term within the note title

Results are fine and I wish to include the following columns

0285.pastedimage1591891345596v1.png

However, I do not see the option to export to Excel as I do for other advanced finds. Instead I only see a Download Fetch XML which I can't do anything with.

What am I doing wrong please?

With thanks in advance.

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Suggested answer

Linn Zaw Win 3,407 on at

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RE: How do I export an advanced find result that starts with 'Look for: Notes'

You don't actually need a Power Apps or Power Apps licence to access the maker portal. Please try to access the URL below and it should work. Then, you can follow Hao's suggestion.

http://make.powerapps.com/

Exporting from maker portal will export all the data. If you just want to export the data with based on your query (starts with 'Look for: notes'), there is an alternative solution.

Download the FetchXML from the Advanced Find

Open the FetchXML Builder tool from XrmToolBox (download from here if you don't have the tool and here is how to use it)

Check "Live Update Query"

Paste the FetchXML from the step 1 into FetchXML window

Click Execute (F5)

You will get the result table in Result View.

Copy the data into excel
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PollyA 30 on at

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RE: How do I export an advanced find result that starts with 'Look for: Notes'

Thank you so much for your help. Unfortunately, we don't have power apps so we can't use that functionality. That's really frustrating!

Thank you for helping me to solve the problem anyway - I would have wasted many more hours.

Polly

After further tinkering, I can see a way to achieve what I need.

This button exports to Excel!
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LuHao 40,876 on at

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RE: How do I export an advanced find result that starts with 'Look for: Notes'

Hi PollyA,

It is by design, Notes records cannot be exported in D365.

We have to export it in the power apps.

Go to https://make.powerapps.com/home, click Data > Entites, switch to Managed, select Note.

Click Export data.

It will take a while to export and wait for completion.

After it finish, click Download exported data.