Skip to main content

Notifications

Announcements

Check out the New Agent Creator Community
Announcing new navigation menus and the Engage with the Community forum!
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Automatically export d...
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested answer

Automatically export data into Excel from CRM

(0) ShareShare
ReportReport
Posted on by T@N 15

Hi,

I need to export data into Excel automatically from CRM in required format . How this can be achieved, please Help me

  • Inogic Profile Picture
    Inogic 523 on at
    RE: Automatically export data into Excel from CRM

    Your requirement can be fulfilled with the help of Click2Export – a 1 Click productivity app to export Report/Word/Excel/Email Template from Dynamics 365 CRM. For more information, click here.

    Thanks!

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Automatically export data into Excel from CRM

    Hi,

    You can refer to the design process of my power automate:

    pastedimage1626251527815v1.jpeg

    Result:

    pastedimage1626251564053v2.jpeg

    If you want to export multiple columns of data, you need to create multiple tables.

  • Suggested answer
    AriaConsulting Profile Picture
    AriaConsulting 2 on at
    RE: Automatically export data into Excel from CRM

    You can do this using Power Automate (Flow) using an automated cloud flow. You can use the Dataverse 'when a row is added, modified, or deleted' trigger: docs.microsoft.com/.../

    If this solves your question, please mark as a verified answer.

    Thanks.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Check out the New Agent Creator Community
Announcing new navigation menus and the Engage with the Community forum!

Quick Links

Jainam Kothari – Community Spotlight

We are honored to recognize Jainam Kothari as our June 2025 Community…

Congratulations to the May Top 10 Community Leaders!

These are the community rock stars!

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

Leaderboard > Microsoft Dynamics 365 | Integration, Dataverse, and general topics

#1
Daivat Vartak (v-9davar) Profile Picture

Daivat Vartak (v-9d... 181 Super User 2025 Season 1

#2
Siv Sagar Profile Picture

Siv Sagar 149 Super User 2025 Season 1

#3
Vahid Ghafarpour Profile Picture

Vahid Ghafarpour 124 Super User 2025 Season 1

Last month Overall leaderboard

Featured topics

Get batch job history log from D365 FO to Power Automate
Gross and Net Weight of Shipments feeding back into Sales Order (from External Source)

Product updates

Dynamics 365 release plans