Create Excel Sheet in C# Plugin/Workflow

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Posted on by Tobias Majunke

Hi Community,

Is there a supported way for D365/CRM online to export data to an Excel-File in C# Plugin/Workflow and attach this to a note?

So far, I found only unsupported ways or ways which use ILMerge to merge in external DLLs (which is not directly supported from what I read!) for the Excel-Part. For the attach to note part, there are sources provided by Microsoft. So what I'm missing is the Excel-Part.

Thanks in advance

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Shahbaaz Ansari 6,211 on at

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why you want to do it with plugin, you can go to advance find, write your query and run the query, it will give you option to export the data in excel.

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Temmy Wahyu Raharjo 2,916 on at

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Hi, this one I think will be very hard if you run it on online. Because all plugin in dynamic crm online should in sandbox and I don't know weather we can create file from inside the plugin or not.

But for theory, you can used another third party like https://www.nuget.org/packages/ExcelLibrary/. Choose small library because Dynamic CRM has limitation for the size.

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Tobias Majunke on at

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Shahbaaz Ansari:
We have to combine multiple Exports and the customer want to automate this.

E.G. Run 1 Workflow for each Account. This workflow should accumulate all data from the account's contacts and attach this to an note and email to send it to the account responsible.

Temmy Wahyu Raharjo:

I tried it with an txt file and it worked. I created it as a Memory Stream and saved it as an CRM attachment.

For online you have the problem to register any third party library unless it's merged or integrated by Microsoft

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Alex Fun Wei Jie 33,628 on at

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Hi,

have you consider to use document generation?

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Tobias Majunke on at

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We considered this already, but it's required to have a dynamic approach for fields and relations. So e.g. a new field is added, then it should add this field without any extra time for editing this in Word.

So we need it dynamically appending new fields and removing old ones (it's literally a list of fields and it's content per entity and child entity etc).

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gdas 50,091 Moderator on at

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Hi Tobias,

Could you please check below post - similar requirement has been verified.

community.dynamics.com/.../261221

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Tobias Majunke on at

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Hi Goutam,

I already read this post. Sadly the Linkt from John Grace don't work and the solution Jorge Gomez used is very time intensive for my case, since I have dynamic field lists and can't completly generate the C# code. And therefor I wanted to know if an ready to use function or a less complicated way exists.

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Temmy Wahyu Raharjo 2,916 on at

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Tobias, you can used IlRepack:

www.nuget.org/.../ILRepack

In your csproj, add this command line to auto merge it everytime you build your application:

<Target Name="AfterBuild">

<ItemGroup>

<InputAssemblies Include="$(TargetPath)" />

<InputAssemblies Include="$(TargetDir)[dll merge no 1].dll" />

<InputAssemblies Include="$(TargetDir)[dll merge no 2].dll" />

</ItemGroup>

<ItemGroup>

<KeyFile Include="$(ProjectDir)[project_key].snk" />

</ItemGroup>

<Exec Command="$(ILRepack) /keyfile:@(KeyFile) /parallel /out:$(TargetPath) /lib:$(TargetDir) @(InputAssemblies -> '%(Identity)', ' ')" />

</Target>

Let me know if you have question.

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RaviKashyap 55,410 Moderator on at

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Hi Tobias,

The supported way would be to use Excel Templates but as you mentioned you need would need to change the template if you add a new field.

You could still use IL Merge as it doesn't have any direct implication. (I know it is mentioned as unsupported which I think is because IL Merge is not a dynamics product)

Hope this helps.

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Community Member on at

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I suggest you to have a look at zetexcel.com, zetpdf.com.

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