Here’s a simple, clear, step‑by‑step guide on how to export data from Dynamics 365 to Excel:
- Open your Dynamics 365 to get started with the export and navigate to the 'Customers' menu. Choose and select 'Contacts'.
- Choose the records you want to export. Select the columns that matter most to your analysis.
- Hit the button 'Export Excel' from the menu above. Your data will be automatically downloaded to your computer.



