Export Contact with all notes RRS feed

  • Question

  • Hi,

    I'm looking to export my contacts together with all notes. Is there an easy way to do this?

    I know this has been covered in other posts but the suggestion is to run an advanced find on the note field which is fine if each contact has a single note. However, when there are multiple notes per contact, the exported spreadsheet is bit of a mess. Any suggestions?



    J Chambers

    Wednesday, August 26, 2015 3:04 PM

All replies

  • Hello,

    I would suggest to build a report using Report Wizard using Contact as Primary entity and Note as a Secondary and during design of grid with notes make grouping by contact. After you save a report you can run it an export it to Excel.

    Dynamics CRM MVP
    My blog

    Saturday, August 29, 2015 4:11 PM