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Export all information from an Instance of D365.

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  • 1.  Export all information from an Instance of D365.

    Posted Dec 18, 2019 05:46 AM
    ​​Good morning,

    I wonder if someone can assist me?

    We currently have several instances of D365, holding different data concerning different parts of our business.

    One of these instances has been deemed unnecessary in it's current form, mainly due to lack of use, and the powers that be have decided they want to look at alternative storage for the information currently held within.

    Is there any way in which I can get all data, in one lump ideally, including any and all connections etc. and export it, maybe to a CSV file or similar. Obviously I can use advanced find, but can seemingly only get the data out in dribs and drabs, rather than one entire sheet.

    Any assistance is appreciated.


    Matt Housden
    Support and Development Technician
    The Donkey Sanctuary

  • 2.  RE: Export all information from an Instance of D365.
    Best Answer

    Posted Dec 18, 2019 05:55 AM
    With Dynamics 365 Online, you can install the Data Export solution and then have the entities that you are interested in exported to an Azure SQL database.

    It will take you a while to set up and you will need to provision (and pay for) an Azure SQL database. But after you have the data in the Azure SQL database, you can do a backup of the SQL database and restore it to an on-premises SQL Server.

    Another approach might be to use a tool like Kingswaysoft to export data but that will also require configuration and needs a SQL Server with SQL Server Integration Services.

    I'm sure that there will be others ways as well.

    Feridun Kadir
    Principal Consultant, MVP
    Expert CRM Services Ltd

  • 3.  RE: Export all information from an Instance of D365.

    Posted May 06, 2020 07:51 AM
    Ah, looking at the dates here, probably slightly late to this one!

    But if still looking, we've done this before with a Custom Tool of ours that reads through a Dynamics Environment in a relatively intelligent way and compresses into a CSV file.

    We've used this to help a few Customers migrating data to and from Dynamics 365 and so needed logic that extracted data from a D365 Environment to CSV, but managed the usual curve balls for Lookup / OptionSet Fields and only extracting the Fields that are actually in use to keep the extract manageable.

    Paul McQuillan