SIMULATION -
You are a functional consultant for Contoso Entertainment System USA (USMF).
You need to export a list of all the contacts of USMF to an XLS file. The file must be saved to the Downloads folder.
To complete this task, sign in to the Dynamics 365 portal.
To export a list of all the contacts of USMF to an XLS file and save it to the Downloads folder, follow these steps: 1. Navigate to the Dynamics 365 portal and sign in. 2. Go to Contacts from the main menu. 3. In the Contacts screen, look for the command bar at the top of the screen and click 'Open in Excel.' 4. A new window will pop up prompting you to select a template. Choose the appropriate template or select 'Create your own.' 5. Choose 'Download' to export the data to an Excel file. 6. The file will be downloaded, and you can select the Downloads folder as the location to save the file if prompted.
Isn't it easier just to export data from the Contacts screen?
Yes, You can go to the Common > Global Address book Change Role to Contacts Click "Open in Office" in the top left And then Save as Excel This is a good option if this is a one time event, the other way is better if it will reoccur
I meant top right, (dumb dyslexia)
I meant top right, (dumb dyslexia)
export to XSL no EXCEL
The file must be saved to the Downloads folder. Why the C:\users\public\documents\ folder was used in the solution?