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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Crm Dynamics 365 data ...
Microsoft Dynamics CRM (Archived)

Crm Dynamics 365 data Extraction

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Posted on by Community Member

Hi Microsoft,

I'm looking for a way to extract data from our accounts.

I was able do extract mostly everything with either advance find or by creating a personal view or even with an extraction tool.

My problem is the social pane tab (notes) their seem to be no way for me to pull out all our Notes.

since it does not seem to come up as a field a cannot seem to find any way to extract them.

any help is appreciated.

Thank you

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  • Community Member Profile Picture
    Community Member on at

    Hi,

    Thanks for your answer

    unfortunately this does pull me a list of every account with notes but without a column with the actual notes i cant extract them...

  • Community Member Profile Picture
    Community Member on at

    8081.1.png

    I understand but there is no column for notes or social Pane and all the notes cant be extracted to one column...

    8081.1.png

  • Community Member Profile Picture
    Community Member on at

    Notes from the Social pane in accounts7433.3.png

  • Community Member Profile Picture
    Community Member on at

    Hi, Thanks for all your help Btw

    But this pulls old notes from our leads but not the notes from Social-pane/account notes

  • Community Member Profile Picture
    Community Member on at

    Unsure what you mean the description field seams to be a different field then Notes(social-pane) and since there are no column for that field i cant pull it by advance find...

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