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Export Contacts with Account GUID in Advanced Find

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Posted on by JoeD67

I need to export Contacts but include the GUID of the Account the contact is related to.

I can use Advanced Find to export the Account Name, but can I use Advanced Find to also include the GUID of the account? I don't see it listed as a column to include.

This data need to be imported into another system, so it's important to use the ID fields to maintain the relationship.

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Abdul Wahab 12,119 Moderator on at

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Hi JoeD67,

Create your Advanced Find query. Download it. Open it in Fetch XML Builder in XRM Tool Box. For more details: FetchXML Builder for XrmToolBox - empower yourself to achieve more.

If I answer your question then please mark it as verified.

Let me know if I can provide you with more details.

Thanks
Regards,

Abdul Wahab
Power Platform & Customer Engagement Developer/Lead/Solution Architecture/Project Manager
Direct/WhatsApp:+923323281237
E-mail: abdulwahabubit@outlook.com
Skype: abdul.wahabubit
Linkedin: www.linkedin.com/.../

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Bipin D365 28,983 Moderator on at

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Hi,

Export Account first in separate excel which will have Account guid and Name.

Now Export Contact with Account Name and do vlookup to get account id based on name.

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JoeD672 45 on at

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That doesn't work because there can be duplicate account names.

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JoeD672 45 on at

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Abudl,

Thank you, that looks promising. It looks like I have to click on every field and check "Show Attribute in the View" - is there any way to just tell it I want all attributes in the view? I have a lot of fields.

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Abdul Wahab 12,119 Moderator on at

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Hi JoeD67,

Is this you are looking?

If I answer your question then please mark it as verified.

Let me know if I can provide you with more details.

Thanks
Regards,

Abdul Wahab
Power Platform & Customer Engagement Developer/Lead/Solution Architecture/Project Manager
Direct/WhatsApp:+923323281237
E-mail: abdulwahabubit@outlook.com
Skype: abdul.wahabubit
Linkedin: www.linkedin.com/.../

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JoeD672 45 on at

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Abdul,

Thanks, I didn't know why I didn't try that!

This seems to give me almost what I want... but not quite. Maybe you know a way around this.

I have a few fields where I want the lookup name (it calls it the "friendly name"). And I can get that in the results by using Options -> Appearance -> Friendly Names.

BUT - I also need the GUID of the account. But when I check "Friendly Names", the grid now includes only the Account Name, not the Account GUID. Is there any way to get both in the grid?

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Bipin D365 28,983 Moderator on at

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Hello,

I think you can have either guid or friendly name.

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JoeD672 45 on at

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I don't want to update the records. I simply want to export the Contacts records along with the GUID of the Account it is linked to.

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Bipin D365 28,983 Moderator on at

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Hi,

Simple approach is to create new text field on Contact entity.

Create console application to fetch all contact where account lookup field contains data and update new custom field with account guid.

C# sample console application to connect to crm

github.com/.../WorkWithCsharp

Code to fetch more than 5k records

learn.microsoft.com/.../page-large-result-sets-with-fetchxml

Then you can select this field while exporting the excel.

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Bipin D365 28,983 Moderator on at

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Hi,

If you are not developer then another way to achieve this using low code no code is to use power automate

Dataverse list row action can be used to fetch contact where account lookup contains data

Apply for each loop

Update Contact record new custom field with account lookup guid

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