Export data to Excel

Applies to Dynamics 365 for Customer Engagement apps version 9.x

Do you need to analyze your data from Dynamics 365 for Customer Engagement and convert that data into actionable items that help you drive more sales? Now you can do this when you export your data to Excel or Excel Online to do a quick data analysis. Also, analyzing large datasets is not a problem because you can export up to 100,000 rows of data.

You can choose to export static worksheets or dynamic worksheets, which you can import back into Customer Engagement. If you need more advanced functions, you can export a dynamic PivotTable, which makes it very easy to organize and summarize data.

Export data to a standard Excel file that you can use on any device such as your phone, tablet, or desktop computer. The data is exported in the same format as you see in Customer Engagement. Text will remain text, numbers will remain numbers, and dates will remain dates. However, when you export data from Customer Engagement to Excel the some cell format may change. The table below summarizes how you’ll see the data in Customer Engagement and how the cell format changes when you export the data to Excel.

Cell format when data is exported from Customer Engagement to Excel

Data format in Customer Engagement Cell format in Excel
Text, Ticker Symbol, Phone, Options set, and Look Up Shows as Text and option set becomes drop-down list
Email, URL Shows as General
Number Shows as Number without group separator
Currency Shows as Number and does not include “$” symbol
Date only, Date and Time Shows as Date only
Calculated and Roll up fields Editable in Excel but can’t be imported back to Customer Engagement
Secured fields Editable in Excel but can’t be imported back to Customer Engagement

See which type of export works best for you

Task Learn more
Do an ad-hoc or what if analysis without modifying Customer Engagement data. Or, quick bulk edit to multiple Customer Engagement records. Analyze your Dynamics 365 for Customer Engagement apps data in Excel Online
Get a snapshot of the data at the current data and time or you want to share it with others. Export to an Excel static worksheet
Get the most update-to-date information and be able to refresh it in Excel and match what you see in Customer Engagement at any time. Export to an Excel dynamic worksheet
View Customer Engagement data in a pivot table. Export to an Excel PivotTable

Other considerations

  • When you export data in Excel (.xlsx format) and then add or modify columns, you can’t import the data back in to Customer Engagement. This is not supported for .xlsx file format.

  • If you’re using Excel 2010, \ you may get this error message when you export data from Accounts area:

    “The file is corrupt and cannot be opened.”  
    

    The error message occurs due to a setting in Excel. To fix the issue, do this:

    1. Open Excel 2010

    2. Go to File > Options.

    3. Go to Trust Center > Trust center settings.

    4. Click Protected view. Then clear the check boxes for the first two options.

    5. Click OK and then close the Options dialog box.

Community tools

Export to Excel is a tool provided by the XrmToolbox community developed for Dynamics 365 for Customer Engagement Customer Engagement. See the Developer tools topic for community developed tools.

Note

The community tools are not a product of Microsoft Dynamics and does not extend support to the community tools. If you have questions pertaining to the tool, please contact the publisher. More Information: XrmToolBox.

Privacy notice

If you use Microsoft Dynamics 365 (online), exporting data to a static worksheet creates a local copy of the exported data and stores it on your computer. The data is transferred from Dynamics 365 (online) to your computer by using a secure connection, and no connection is maintained between this local copy and Dynamics 365 (online).

When you export to a dynamic worksheet or PivotTable, a link is maintained between the Excel worksheet and Dynamics 365 (online). Every time a dynamic worksheet or PivotTable is refreshed, you’ll be authenticated with Dynamics 365 (online) using your credentials. You’ll be able to see the data that you have permissions to view.

An administrator determines whether or not an organization’s users are permitted to export data to Excel by using security roles.

See also

Analyze your data with Excel templates
Analyze with Excel Online
Export to Excel PivotTable
Export to Excel static worksheet