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:
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:
Thank you Steve Zhao, this work good for me.
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:
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/
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
André Arnaud de Cal... 291,269 Super User 2024 Season 2
Martin Dráb 230,198 Most Valuable Professional
nmaenpaa 101,156