CRM 4.0 Bulk Data Export Tool

by Bill Owens 2. May 2008 17:02
Now this is a great idea. Many times in the past I wanted to download data out of CRM into another application or Excel Spreadsheet. Well the people at Microsoft have come up with a new tool that you can download that will allow you to export mass information from MSCRM 4.0.
Download it here

This is a direct copy of the CrmDataExportTool.docx file
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There is no facility to Bulk Export the data from Microsoft Dynamics CRM 4.0. This sample tool allows users to connect to OnPremise or Online Microsoft CRM 4.0 organization and export data for CRM entities in form of CSV files. The complete code for the tool is provided here for the advanced developers who want to develop solutions currently beyond the scope of this tool. The sample code included uses standard MSCRM SDK calls to achieve this functionality.

The Bulk Data Export Tool can be downloaded from http://www.codeplex.com/mscrmbulkdataexport. Follow the instructions in Readme.Txt for installations.

Once you have installed the tool, launch CrmDataExport.exe, select CRM configuration and specify the credentials:

If you are connecting to OnPremise CRM Organization, make sure to open Internet Explorer, connect to CRM server and Save Password. This is necessary as this tool uses stored credentials to connect to the CRM server in OnPremise configuration.

Once you are connected successfully, you can select the entities for which you want to export the records, specify output directory, data and field delimiters, and duration. Note that All Records option is not available for Online configuration. Click Export button to export the records.


The tool creates CSV for each selected entities in the directory selected.

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CRM 4.0

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About the author

I work for a consulting firm in Dublin Ohio called Affiliated Resource Group. For the last five years I have been spearheading our Microsoft Dynamics CRM practice. I have a deep appreciation for the Microsoft CRM platform and I am very excited about it. You might even describe me as a Microsoft CRM Advocate. I have many battle scars from my experience with the product and I’m constantly being asked questions about CRM and how-to-do something in it. Hence, this BLOG is to help disseminate that knowledge and information to everyone. As of last year I was posting links to many other blogs to help spread the knowledge, but now with the community.dynamics.com doing that for me, I will be following that practice unless a really juicy article catches my eye. Many people have asked where my post are for the first half of 2010, my company had me posting to another blog and maintain two was near impossible. I am now down to just this blog. So good luck and I hope that this blog may help in some way. If you have suggestions or questions, please email me them.

Disclaimer
The opinions expressed herein are my own personal opinions and do not represent my employer's view in anyway.

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