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Dynamics 365 Community / Forums / 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 5

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

  • Verified answer
    CRMJetty Profile Picture
    CRMJetty 3,508 on at
    RE: Timeline / Notes

    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. 

    4113.Screenshot_5F00_3.png

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

  • Xbow24 Profile Picture
    Xbow24 5 on at
    RE: Timeline / Notes

    Thank you so much, it worked!

  • Verified answer
    Haig Liu Profile Picture
    Haig Liu Microsoft Employee on at
    RE: Timeline / Notes

    Hi Xbow24,

    Please refer to this link:

       

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