Exporting Contacts to XLS File
Question
SIMULATION - You are a functional consultant for Contoso Entertainment System USA (USMF)
You need to export a list of all the contacts of USMF to an XLS file.
The file must be saved to the Downloads folder.
To complete this task, sign in to the Dynamics 365 portal.
Explanations
See explanation below.
1
Navigate to System Administration > Workspaces > Data management.
2
Click the Framework parameters tile.
3
In the Shared working directory field, enter C:\users\public\documents\ then click Validate.
4
Click the Export tile.
5
In the Name field, enter a name for the export job.
6
In the Entity Name field, select the Contact entity.
7
Click on Add entity.
8
In the Target data format field, select EXCEL.
9
Set the Skip staging option to No.
10.Click the Add button.
11.Click Export to begin the export.
12.Click on Download package.
13.Select the Downloads folder as the location to save the downloaded file.
Sure, I can provide you with a detailed explanation on how to export a list of contacts in Dynamics 365 Finance and Operations.
To export a list of contacts to an XLS file in Dynamics 365 Finance and Operations, you can follow these steps:
Sign in to the Dynamics 365 Finance and Operations portal with your credentials.
Navigate to the "Contacts" form by clicking on the "Modules" button in the top left corner and selecting "All Sales and Marketing" from the drop-down menu. From there, select "Contacts" from the list of available forms.
Once you have opened the "Contacts" form, click on the "Advanced filter/sort" button in the top right corner of the form. This will open the "Advanced filter/sort" dialog box.
In the "Advanced filter/sort" dialog box, you can set the filter criteria for the contacts you want to export. For example, you may want to filter contacts based on their location, job title, or other attributes. Once you have set the filter criteria, click on the "Find" button to display the filtered list of contacts.
With the filtered list of contacts displayed, click on the "Export to Excel" button in the top right corner of the form. This will open the "Export to Excel" dialog box.
In the "Export to Excel" dialog box, choose the "Static worksheet" option and select the "Contacts" entity from the drop-down list of available entities. Then, click on the "Download" button to start the export process.
Once the export process is complete, the XLS file will be saved to your browser's default download location. To ensure that the file is saved to the "Downloads" folder, you may need to adjust your browser's settings.
That's it! You have now exported a list of contacts to an XLS file in Dynamics 365 Finance and Operations.
