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


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
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