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Export to Excel with child record

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Hello

Is there an easy way for an Excel export for contacts and their associated data (related data comma separated)? Specifically, I'm looking for contacts and the associated web roles.

The Export should be like the following example:

pastedimage1644263916137v1.png

  • Dy365Fan Profile Picture
    Dy365Fan on at
    RE: Export to Excel with child record

    Thank you Steve Zhao, this work good for me.

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Export to Excel with child record

    Hi Dy365Fan,

    There is no OOB way to do this. If you are familiar with python, you could send REST request to contacts and loop their web role. Finally, export them to excel.

    You can also create a flow in Power automate to do this:

    Snipaste_5F00_2022_2D00_02_2D00_08_5F00_14_2D00_10_2D00_27.png

    1. List all contact records and web roles.

    Snipaste_5F00_2022_2D00_02_2D00_08_5F00_14_2D00_08_2D00_51.png

    2. Initialize an Array type variable

    Snipaste_5F00_2022_2D00_02_2D00_08_5F00_14_2D00_09_2D00_00.png

    3. Loop contact records and loop current contact record's web roles to add them to array variable.

    Snipaste_5F00_2022_2D00_02_2D00_08_5F00_14_2D00_09_2D00_43.png

    4. Add a row in the excel with current contact record's fullname and all web roles.

    Snipaste_5F00_2022_2D00_02_2D00_08_5F00_14_2D00_09_2D00_54.png

    5. Clear array variable.

    Snipaste_5F00_2022_2D00_02_2D00_08_5F00_14_2D00_10_2D00_01.png

    Result:

    Snipaste_5F00_2022_2D00_02_2D00_08_5F00_14_2D00_18_2D00_50.png

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: Export to Excel with child record

    Hi,

    OOB it can not be possible.  

    You can create new custom field in your Contact entity and write workflow/plugin to append/remove web role name in your custom field as in when web role is associated and diassociated from contact.

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

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