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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Sales

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JoeD672 45 on at

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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.
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Abdul Wahab 12,070 Moderator on at

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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/.../
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JoeD672 45 on at

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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.
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Abdul Wahab 12,070 Moderator on at

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RE: Export Contacts with Account GUID in Advanced Find

Hi JoeD672,

Follow the below steps:

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 45 on at

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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:

Appearance with Friendly Names checked

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

Appearance without Friendly Names checked

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

What I need is both, so it would look like this: (I made this using Paint):
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Abdul Wahab 12,070 Moderator on at

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RE: Export Contacts with Account GUID in Advanced Find

Hi JoeD672,

Is this what you are looking for

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 45 on at

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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 45 on at

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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.
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Bipin D365 28,962 Moderator on at

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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
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Bipin D365 28,962 Moderator on at

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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.