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Hi! Pretty straight forward question but i am having trouble exporting all of the activity from our Dynamics account. I will be importing the data back into a seperate system, so will need the accountid to attach back to the company, does anyone know how this can be done? Everything i have played with so far just exports the account name with now id.
Any help is appreciated! Thanks in advance
Lachlan
Hi Partner,
If you mean you want to get the account id from D365, you could open the account record in a new window and then the account id is in the url.
And if you want to export the account with its id, you could create a new custom field to store the account id when creating the new record and then add this field into the view,so that you will be able to export the account list with their ids.
Regards,
Leo
Hi,
you can use sql query to get the data. And once you get the data you can export those records in csv from ssms.
blog.sqlauthority.com/.../
You can also use SSIS package to export the data in excel which included Account ID as well.
www.kingswaysoft.com/.../ssis-integration-toolkit-for-microsoft-dynamics-crm
You can query using sql to CRM Online now.
xrmdynamicscrm.wordpress.com/.../
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