Data Export from Dynamics365

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I would like to find an easier way to export data from dynamics 365 .When I use the export options e.g. Dynamics Worksheet or Dynamic Pivot Table it only exports entity header information not the detail .

I did find a data export App from app source but the entity I want to export from is a custom entity and that app only exports to a SQL Azure database the sales ,customer service, Field service and Project service modules .

I have also tried to the Advanced find tool but ,Iam just trying to make things simple any ideas ?

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Community Member on at

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I would like to find an easier way to export data from dynamics 365. When I use the export options e.g. Dynamics Worksheet or Dynamic Pivot Table it only exports entity header information not the detail.

I did find a data export app from app source but the entity I want to export from is a custom entity and that app only exports to a SQL Azure database the sales, customer service, Field service and Project service modules.

I have also tried to use the Advanced find tool but no luck, any ideas?

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antc 2,911 on at

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Advanced Find is easy:

Select entity

Select View or use new to set own criteria

Edit columns that you want can also include linked columns

Select Results

Export to excel

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ScottDurow 23 on at

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The Data export service works for custom entities too - it’s a fantastic way of getting to your data using SQL queries.

See my video about it https://youtu.be/txms2Yvn6Vc

Hope this helps

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Enrico Bertaiola on at

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You can add to export by mark your custom entity with change tracking checkbox option.

next, reconfigure data export by adding your custom entity.

Bye,

Enrico

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