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Hello All,
Is there any way to export the marketing list of campaign using a plugin instead of standard export feature?
Can SSRS report be created using plugin?
Any ideas?
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Abhilash, it looks like you started multiple forum threads on pretty much the same requirement: getting a list of marketing list members into Excel with one or two clicks in the CRM UI.
As I and others have previously stated, there are many ways to get this done programmatically.
I've used the ClosedXml open source library with CRM plug-ins in the past and it worked very well. I wrote a blob post about this a while back... mscrmrocks.blogspot.com/.../export-all-entity-field-values-to-excel.html
Here's a page that shows how you use ILMerge to combine ClosedXml with a CRM plug-in: mscrmrocks.wikispaces.com/Extending+CRM+Workflows+with+ClosedXML
So, basically, your custom button can run a JavaScript function that saves a value on the campaign or creates a new "Export Request" entity... anything that will cause a plug-in to fire. Then, in the plug-in, you get the campaign id and from there you can get the marketing lists and the members. Use ClosedXml to create an Excel worksheet in memory and populate. Then, you can attach the Excel file to the campaign, send it out as an email, or use JavaScript to steam it back out to the end-user.
This is just one possibility. I'll let others comment on some other ways to get this done.
Hello Tim,
I have some knowledge of writing plugins can you provide some ideas of making the marketing list members into excel ?
From a campaign record, it takes three clicks to get to the members view for a marketing list and export that list. 1) Click on marketing list, 2) click to view members, 3) click to export the list to Excel. Am I correct that your users want to consolidate those three clicks into one click? If so, then you'll need to write some custom code for this.
There are lots of programmatic ways to get data from CRM directly into an Excel file. Are you familiar with writing CRM plug-ins? Do you know C# or VB.NET? I can suggest ways to make this a one-click process but first I need to know whether you or your colleagues are able to write some code to handle this.
You might also look into solutions such as Inogic's "one click" CRM add-on to see if it meets your needs. http://www.inogic.com/blog/2015/10/word-excel-or-pdf-now-exporting-in-dynamics-crm-is-1-click/
-Tim
Hello Tim,
The user wants the export from the Campaign Form, So it is possible to export the marketing lists of campaign?
I mean if user clicks a custom button in the campaign form, only certain marketing lists should be exported. This is the requirement.
From what form or view do you want to provide the ability to export a marketing list?
If users navigate to the marketing list members view, they can use the provided Export to Excel button.
Hello Tim,
We have a requirement in which our client wants a button "Button1", upon clicking this button marketing lists in the campaign should be exported as excel.
So can we use the existing Export functionality for campaign or do we need a custom plugin.
Any ideas?
Please further explain the requirements. The more details you provide, the more likely it is you will get a helpful response.
Yes, there is a way to retrieve the members of a marketing list programmatically and yes, technically, you could create a deploy an SSRS report within a plug-in (for on-premises CRM), but that is not something I've ever heard of anyone doing.
If you provide more details about what you're trying to achieve then someone can help you with this.
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