Sign in
Microsoft.com
 
Microsoft
 
 
 

locked
exporting leads RRS feed

 > 

  • Question

  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi,

    Is there a way to export leads with all associated activities and notes to a single csv/Excel file?

    Best,

    Marcin

    Thursday, April 23, 2015 11:02 AM

All replies

  • Question
    Sign in to vote
    0
    Sign in to vote

    Well OOB you cant do both at the same time as per best of my knowledge. However if you only want to use either notes that's is possible using advanced find.

    Perform an advanced find on notes, and use the filter criteria where regarding is set to lead. Also add lead fields in advanced find columns. Select a field in lead which is a mandate to ensure that data is always present in that field.

    Hope this helps!

    Regards, Abhishek Bakshi If you find this post helpful then please Vote as Helpful and Mark As Answer. Check my blog on https://mydynamicscrmblog.wordpress.com/

    Thursday, April 23, 2015 11:22 AM