Data Export from dynamics 365

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Iam trying to find an easier way to export data from dynamics 365? when I use the Export option it only exports header information .

I did find an app below App source but my concern is the information I require is from a customer entity not Sales ,Customers service ,Field Service and Project Series

I tried to used the Advanced Find but no luck any ideas?

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Customer Service

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MihirShah 4,038 on at

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There are multiple ways to export data from Dynamics 365 -

1. Export to Excel from views - Use any existing view and click on the export to Excel tab to export the view data into excel as a Static or Dynamic Worksheet

2. Export to an Excel Template from views - You can create a excel template and allow users to Export data using the Excel template from the entity view. More details here - https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/analyze-your-data-with-excel-templates#export-and-analyze-data-using-the-new-template

3. Export using the Data Export Service - You can replicate the Dynamics 365 Data to an Azure SQL Database. Here is a link - https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/replicate-data-microsoft-azure-sql-database

This is assuming you have the proper security role rights to export data.

Hope this helps.
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Johnny Gong 6,482 Moderator on at

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Hi,

As you mentioned that you would like to export the customer entity , the Data Export Service is to export any entity from D365 to SQL Azure.

Dynamics 365 Data Export Service Configuration : https://d365blogger.com/2017/05/06/dynamics-365-data-export-service/

Hope it helps.

Regards,

Johnny
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Alex Fun Wei Jie 33,628 on at

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Hi,

Customer entity is divided into account and contact, look for this 2 entities.

msdn.microsoft.com/.../gg309704.aspx
Community Member on at

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What went wrong with the advanced find?

I suggest you Advanced find the Customer entity but before displaying results Press Edit Columns and add the fields you want to have in your excel sheet, then press Results and Export it as a dynamic worksheet
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Saif Ehsan 360 on at

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I agree with Omnia, the advanced find is probably the best option here.

The customer lookup field can be a contact or an account, and you should be able to export it using the advanced find easily.