How do I export my data from Microsoft Dynamics?

To export data to an Excel dynamic worksheet:

1. Open a list of records in the CRM web application or in Microsoft Dynamics CRM …Click or tap Export to Excel.
   
2. Choose Dynamic worksheet.
   
3. Under Common Tasks, configure the column settings and then choose Export.
   
4. Choose Save and then save the . xlsx file. Make note of the location where you saved the file.

See also:

Tips for preparing your data before importing into Wealthbox

How do I import my contacts?

How do I import notes?