This interactive demo was created free with Storylane in 2 minutes. Create your own demo
This interactive demo was created free with Storylane in 2 minutes. Create your own demo
Start free
All Tutorials /Microsoft Dynamics 365

How to Export Data from Dynamics 365

Updated on:
April 6, 2026
By:
Madhav Bhandari
Use this interactive demo to learn how to export data from your Dynamics 365 environment.

‍

‍

You can export your data using Excel. Here’s how to do it: 

‍

  1. Head to your Dynamics 365 dashboard and click on 'Customers' in the main menu. Then select 'Contacts' to view the records you'll export.
  2. Pick the records you need by checking the boxes next to them. Focus on selecting the columns that'll actually be useful for your work.
  3. Click 'Export to Excel' from the toolbar above. Your file will download automatically.

📌 Why this matters

Exporting your contact data gives you the flexibility to analyze customer patterns, create targeted marketing lists, and share information with team members who don't have Dynamics 365 access. Beyond the obvious backup benefits, exported data becomes your foundation for advanced analytics in specialized tools, mail merge campaigns, and cross-platform integrations.

You can also manipulate the data offline without affecting your live system, making it safer to experiment with segmentation strategies or prepare presentations for stakeholders who prefer familiar Excel formats.

Your product deserves an interactive demo
Start free
Similar Articles
Microsoft Dynamics 365

How to Integrate Dynamics 365 with Epicor

Madhav Bhandari
Director of Marketing @ Storylane
Microsoft Dynamics 365

How to Integrate Dynamics 365 with Marketing

Madhav Bhandari
Director of Marketing @ Storylane
Microsoft Dynamics 365

How to Integrate Dynamics 365 with Qbuild

Madhav Bhandari
Director of Marketing @ Storylane
No items found.
Platform
Interactive Demos
Sandbox Demos
Buyer Hub
RepX
Integrations
Solutions
Product Marketers
Growth & Demand Gen
Sales Reps & AEs
Presales & SEs
Customer Success
Product Managers
Customers
Demo Showcase
Customer Stories
Finer Demos Club
Features
Demo Signals
Personalization
Deal Intelligence
Resources
Blog
The Plot
Tutorials
Events & webinars
Help Docs
What’s New
Demo Dundies
Company
Careers
Pricing
Partners
Contact
Trust Center
Backed by
Chrome Extension Icon
Chrome extension
Download
Desktop app
Download
Built in San Francisco Bay Area - ©2026 Storylane
Privacy PolicyTerms & Conditions
X Corp (formerly Twitter)LinkedIn
This website uses cookies to ensure you get the best experience on our website. Learn More
Got it
This website uses cookies to ensure you get the best experience on our website. Learn More
Got it