Wealthbox

To export data to an Excel dynamic worksheet:

Open a list of records in the CRM web application or in Microsoft Dynamics CRM …Click or tap Export to Excel.

Under Common Tasks, configure the column settings and then choose Export.

Choose Save and then save the . xlsx file. Make note of the location where you saved the file.

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.

<a href="https://help.wealthbox.com/importing-exporting/tips-for-preparing-your-data-before-importing-into-wealthbox/" rel="nofollow noopener noreferrer" target="_blank">Tips for preparing your data before importing into Wealthbox</a>

<a href="https://help.wealthbox.com/importing-exporting/how-do-i-import-contacts-2/" rel="nofollow noopener noreferrer" target="_blank">How do I import my contacts?</a>

<a href="https://help.wealthbox.com/importing-exporting/how-do-i-import-notes/" rel="nofollow noopener noreferrer" target="_blank">How do I import notes? </a>

How do I export my data from Microsoft Dynamics?

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