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Export Contacts with Account GUID in Advanced Find

Posted on by 5

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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  • Suggested answer
    JoeD672 Profile Picture
    JoeD672 45 on at
    RE: Export Contacts with Account GUID in Advanced Find

    I'd mark it as Verified but unfortunately due to Microsoft's insane broken authentication in its forums, I cannot.

    I can no longer log in as the original user I used to create the question. It tells me the email address is already in use, but won't let me recover or change the password.

    If I try say it answered my question as the new user I had to create, it says I do not have permission.

    So I appreciate all of your help and I wish I could verify it.

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,070 Moderator on at
    RE: Export Contacts with Account GUID in Advanced Find

    Hi JoeD672,

    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/.../

  • Suggested answer
    JoeD672 Profile Picture
    JoeD672 45 on at
    RE: Export Contacts with Account GUID in Advanced Find

    Thanks! Your image #2 and #3 are the same - I think you meant to have something different for #3.

    Anyway, I was able to figure it out without that image - it is working now.

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,070 Moderator on at
    RE: Export Contacts with Account GUID in Advanced Find

    Hi JoeD672,

    Follow the below steps:

    1. pastedimage1666632499065v1.png
    2. pastedimage1666632560421v2.png
    3. pastedimage1666632649346v3.png
    4. pastedimage1666632863577v4.png
    5. pastedimage1666632881689v5.png
    6. pastedimage1666632907826v6.png

    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/.../

  • JoeD672 Profile Picture
    JoeD672 45 on at
    RE: Export Contacts with Account GUID in Advanced Find

    Perhaps I am not being clear.

    I want to query the contact entity and I need the Result View to have both the Account Name and the Account GUID (field is parentcustomerid).

    Query Builder:

    pastedimage1666565412856v1.png

    Appearance with Friendly Names checked

    pastedimage1666565454467v2.png

    Result View with Friendly Names checked - Account name, but no Account GUID

    pastedimage1666565509228v3.png

    Appearance without Friendly Names checked

    pastedimage1666565546398v4.png

    Result View without Friendly Names checked - Account GUID, but no Account Name

    pastedimage1666565589255v5.png

    What I need is both, so it would look like this: (I made this using Paint):

    pastedimage1666565990156v7.png

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,070 Moderator on at
    RE: Export Contacts with Account GUID in Advanced Find

    Hi JoeD672,

    Is this what you are looking for

    pastedimage1666503501711v1.png

    pastedimage1666503578590v2.png

    pastedimage1666503610303v3.png

    pastedimage1666503626752v4.png

    I am still wondering why you are still not having your answer.

    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/.../

  • JoeD672 Profile Picture
    JoeD672 45 on at
    RE: Export Contacts with Account GUID in Advanced Find

    Right, in FetchXMLBuilder, I can have either the friendly name or GUID, but I need both.

  • JoeD672 Profile Picture
    JoeD672 45 on at
    RE: Export Contacts with Account GUID in Advanced Find

    That seems like overkill. Unbelievable that Dynamics can't just allow include it in a view and/or export it. We are trying to get data out to migrate it to another CRM.

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,962 Moderator on at
    RE: Export Contacts with Account GUID in Advanced Find

    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

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,962 Moderator on at
    RE: Export Contacts with Account GUID in Advanced Find

    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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