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Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Timeline / Notes

Customer experience | Sales, Customer Insights,...

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Timeline / Notes

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Posted on by Xbow24

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Hello everyone

I have to export several Leads in Excel files. I can't manage to export the notes in the timeline, any ideas?

Thank you

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Haig Liu Microsoft Employee on at

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Hi Xbow24,

Please refer to this link:

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Xbow24 5 on at

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Thank you so much, it worked!

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CRMJetty 3,512 on at

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Hello Xbow24

Yes You can Export Notes from Lead.
As shown in Image from Filter Select Entity Lead and Select Regarding Note. You can find all Lead which have at least 1 Note/Attachment.

I hope it helps,
Thanks.
Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Portal.

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