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Microsoft Dynamics CRM (Archived)

Data Export from Dynamics365

Posted on by Microsoft Employee

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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  • RE: Data Export from Dynamics365

    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

  • Suggested answer
    ScottDurow Profile Picture
    ScottDurow 50,177 on at
    RE: Data Export from Dynamics365

    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

  • Suggested answer
    antc Profile Picture
    antc 2,909 on at
    RE: Data Export from Dynamics365

    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

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Data Export from dynamics 365

    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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