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How to export all activities, emails, notes, opportunities from Dynamics 365

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Posted on 21 Jul 2021 22:16:26 by Rachel S

Hi, We need to export not just contacts, accounts, and opportunities, but all the details attached to them. For example, if an account has opportunities attached, I would need that to show as well and also be able to drill into the opportunities to see the correspondences, activities, etc.

Is there a simple way to do this? I basically want any and all information for each of these objects/entities.

Thank you,

Rachel

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Community Member on 26 Jul 2021 at 01:26:02

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RE: How to export all activities, emails, notes, opportunities from Dynamics 365

Hi Partner,

Has the problem been solved? Any updates?

Please click Yes under "Did this answer your question?" to close this thread.

Thanks.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
Community Member on 23 Jul 2021 at 03:06:45

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RE: How to export all activities, emails, notes, opportunities from Dynamics 365

Hi,

The attached means activities and notes.

Just like opportunity, activities and notes both are N:1 relationship with Account entity.

So you can view Account type in the activities and notes view.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
Rachel S 5 on 22 Jul 2021 at 21:15:47

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RE: How to export all activities, emails, notes, opportunities from Dynamics 365

Thanks Leah. I see I can export it to excel and select Account from the opportunity as you state above. Do you know if it is possible to export data to see everything that is attached? Or are you stating from the first part of your response that isn't possible?
Community Member on 22 Jul 2021 at 09:33:21

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RE: How to export all activities, emails, notes, opportunities from Dynamics 365

Hi Rachel,

In the view, you can add fields from current entity and related entities, but related entity type just show parent entity, which means you can't add fields from child records to current entity view.

In your scenario, opportunity, contacts and activities are all child records for Account.

So you can't view them in the account view,you only can view parent entity for Account.

However, you can view Account type in the view of opportunity, contacts and activities.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
Rachel S 5 on 21 Jul 2021 at 23:18:15

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RE: How to export all activities, emails, notes, opportunities from Dynamics 365

For some reason, I don't have an option under account for opportunities, activities, contacts
Community Member on 21 Jul 2021 at 22:55:23

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RE: How to export all activities, emails, notes, opportunities from Dynamics 365

Yes, you can export it in Excel format
Rachel S 5 on 21 Jul 2021 at 22:53:39

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RE: How to export all activities, emails, notes, opportunities from Dynamics 365

I'm going to try the above and see if it attaches that info. Is there a specific format to export in?
Rachel S 5 on 21 Jul 2021 at 22:52:35

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RE: How to export all activities, emails, notes, opportunities from Dynamics 365

HI Ossama, thank you for your response. But, can you get the full details? I was able to run an activity report and I can click into the topic that goes directly into the activity on screen but when I export I only get the topic name and not the actual correspondence,
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Community Member on 21 Jul 2021 at 22:33:08

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RE: How to export all activities, emails, notes, opportunities from Dynamics 365

Hi,

If you mean to export this information from Excel sheet, so you need to update your view

For example: go to Advanced Find

Choose Edit columns, then choose Add columns:

And here you can choose now the record type:

change your record type to any related entity, then choose the column you need

at the end you will get all related data in one view, you can also apply this steps to your system views.