Export to Excel with child record

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Posted on by Dy365Fan

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:

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Bipin D365 28,985 Moderator on at

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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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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:

1. List all contact records and web roles.

2. Initialize an Array type variable

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

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

5. Clear array variable.

Result:

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Dy365Fan on at

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Thank you Steve Zhao, this work good for me.

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