See which type of export works best for you Task Shows as Number and does not include '$' symbolĮditable in Excel but can't be imported back to Customer Engagement (on-premises) Shows as Text and option set becomes drop-down list Text, Ticker Symbol, Phone, Options set, and Look Up Cell format when data is exported from Customer Engagement (on-premises) to Excel Data format in Customer Engagement (on-premises) The table below summarizes how you'll see the data in Customer Engagement (on-premises) and how the cell format changes when you export the data to Excel. However, when you export data from Customer Engagement (on-premises) to Excel the some cell format may change. Text will remain text, numbers will remain numbers, and dates will remain dates. The data is exported in the same format as you see in Customer Engagement (on-premises). Also, analyzing large datasets is not a problem because you can export up to 100,000 rows of data.Įxport data to a standard Excel file that you can use on any device such as your phone, tablet, or desktop computer.

If you need more advanced functions, you can export a dynamic PivotTable, which makes it very easy to organize and summarize data. For the Power Apps version of this article, see: Export data to Excelĭo you need to analyze your data from Dynamics 365 Customer Engagement (on-premises) and convert that data into actionable items that help you drive more sales? You can choose to export static worksheets or dynamic worksheets, which you can import back into Customer Engagement (on-premises). If you’re using Unified Interface, your apps work the same as Unified Interface for model-driven Power Apps. This article applies to Dynamics 365 Customer Engagement (on-premises) version 9.1 using the legacy web client.

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