Export Microsoft Dynamics CRM Entities to Excel

There have been many ways to document the entities in Microsoft Dynamics CRM. Often our team is building a data map that allows us to define entities and attributes and how they map to other systems. As we do this we are constantly grabbing the information from CRM on given entities and attributes as well as relationships and pulling it into Excel.

I had my team write an application that connects to CRM allows you to select an organization and list all the entities. You can then select the entities you want information on and specify what information you want. Then click a button to generate a spread sheet with each selected entity on its own tab.

There are several utilities you can find on the web, but most of them do not work with IFD, or they require you to export the customization and then import the customization into Excel. PowerObjects hosts Microsoft Dynamics CRM and all of our solutions have to run in a hosted environment. If you work with IFD and want to connect and pull your entities into Excel, contact us and we will send you the application. It’s free!

Jump to our web site, fill in a “Contact Us” form and request the FREE Excel utility. Let me know if there are additional features you would like added to the utility. Are there other utilities that would help manage your CRM environment?

Looking for a partner to host your CRM application? PowerObjects can help. Performance, features and support are just a few of the reasons to host your CRM with PowerObjects. Contact us today.