Microsoft Dynamics - Export Views into Excel

This bot will extract all the information from a view and export it into an Excel file. You have this bot run every day and obtain a report automatically.  

You can use this bot to: 

  • Retrieve information from Dynamics using the Fetch XML from a view
  • Create reports using native xlsx functionalities
  • Learn how to use input dialogs to select files

Prerequisites:

Use the Advanced Query feature in Dynamics CRM and export the xml by clicking the ”Download Fetch XML” button in the advanced find dialog.

 

 This task is compatible with:

  • Automate Ultimate 11.2 and greater
  • Automate Plus 11.2 and greater
  • Automate Desktop 11.2 and greater
Price:
Free
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