Need to export CSV file on desired local path not on cloud

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Posted on by Siddharth Muju

Hi all,

I need to export CSV file to my local path, not on the cloud in D365 finance and operations application.

could anyone kindly let me know how I can achieve this?

thank you.

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Dynamics 365 Finance

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Holly Huffman 6,538 Super User 2025 Season 2 on at

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Hi there! Good morning, evening, or afternoon - depending on where you are :) Hope you are well today!

Use X++ code to generate and download the file

You can write a custom X++ class to generate the CSV file and allow the user to download it locally via their browser. Here's a high-level outline:

Create a Runnable Class in Visual Studio.

Use a TextStream object to write the CSV content.

Use the File::SendStringAsFileToUser() method to prompt the user to download the file.

Example snippet:
x++
public static void main(Args _args)
{
    TextStreamIo textStream;
    str csvContent = "Column1,Column2,Column3\nValue1,Value2,Value3";
    textStream = TextStreamIo::construct();
    textStream.write(csvContent);
    File::SendStringAsFileToUser(textStream.getText(), "ExportedFile.csv");
}

Use DMF - data management framework

If you prefer a no-code approach, you can use the Data Management Framework to export data to a CSV file:

Go to Data Management > Export.

Create an Export Project and select the entity you want to export.

Set the file format to CSV.

Run the export job and download the file from the Data Management workspace.

Automate file transfer to local path

If you need to automate the process of saving the file to a specific local path, you can:

Use Power Automate or a custom script to transfer the file from the cloud to your local machine after exporting it.

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Siddharth Muju 26 on at

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hi holly,

in approach 1 how can I set my local path.

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Jonas "Jones" Melgaard 4,988 Most Valuable Professional on at

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@Holly Huffman the code snippet is incorrect, you are using methods that do not exist in F&O.

@CU11031133-0 where is the local path? I've used the recurring integration scheduler for system-to-system integrations, but it might not be suitable in your scenario
https://github.com/microsoft/Recurring-Integrations-Scheduler/wiki#export-job

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André Arnaud de Cal... 301,158 Super User 2025 Season 2 on at

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Hi Siddharth,

There is no direct option to save a file from the cloud application in a local folder as Dynamics 365 is a SaaS application which is not aware of your hardware. You would either need to:

download it and then choose where to save it.

use the recurring integration scheduler as mentioned by Jonas.

store it at a specific cloud location and use other middleware to retrieve the file from the cloud and store it locally.

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Martin Dráb 237,976 Most Valuable Professional on at

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When you download a file from internet, it's you as a user who selects a path on your computer where to store the file. Web servers on internet can't (fortunately!) manipulate your files.

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