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Dynamics 365 how to retrieve data and export it in excel from crm.

Posted on by

Hello All Experts,

I have a requirement where in i need to show the data in a table format.

I have an entity say "CustomA" having N:N relationship to other entity say "CustomB".

also on the "CustomA" two option fields which consists of Yes or  No values.

I want to show the actual data rather than Yes , or No in the  table.

Finally we need to display the data into the Excelsheet.

is it possible to achieve this .

  • G Kawinski Profile Picture
    G Kawinski 380 on at
    RE: Dynamics 365 how to retrieve data and export it in excel from crm.

    N:N strikes again.  You can do it with custom fetchXML.  You won't be able to use the standard export to excel, but you could get it into excel in other ways.  Like adding a data connection to CRM into an excel file.  The XRM toolbox has a couple custom fetch builders.  You could also render an SSRS report in JS and render in Excel if you wanna get old school.  But to enable users to build views and export them, you'd need to switch to an intersect entity.  

  • Suggested answer
    MNarmeen Profile Picture
    MNarmeen 1,846 on at
    RE: Dynamics 365 how to retrieve data and export it in excel from crm.

    "I want to show the actual data rather than Yes , or No in the  table"

    what actual data you need to show?

    please explain your question again with examples or screenshot if possible.

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