exporting leads RRS feed

  • Question

  • Hi,

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



    Thursday, April 23, 2015 11:02 AM

All replies

  • 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