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Microsoft Dynamics CRM (Archived)

Export a Form(s) to Excel or any Format that will display the whole Form

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Posted on by 80

Please assist, I have a form:

1007.1.PNG

I want to go to Customize:

4621.2.PNG

And then in the window that follow, I want to export everything to excel or any other format that will allow me to send the form to a Data Admin so that he can show me which fields to remove and which fields to keep and etc.

7345.3.PNG

Please help & thank you in advance.

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  • Suggested answer
    Priyesh Profile Picture
    7,396 User Group Leader on at
    RE: Export a Form(s) to Excel or any Format that will display the whole Form

    You can print the same. Go to File and check the option to Print. You can print out the whole form as it looks.

    Alternatively, you can even send screenshots of the form. Not sure if that's all you need to achieve.

  • Suggested answer
    antc Profile Picture
    2,909 on at
    RE: Export a Form(s) to Excel or any Format that will display the whole Form

    Get XRM Toolbox and use meta data generator.

    www.xrmtoolbox.com

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