Raju's Dynamics AX / Dynamics 365 Finance and Operations Blog

1.Click on System Admin > Then click on Data Management

2. Click on Export

3. Enter Name > Customer Export , Target Data Format > CSV , Entity Name > Customer Details v2. Skip Staging > No. Then click on Add Entity button

4. An entity will be created and you can see that on right hand grid with a checkbox square box .

5. Select the checkbox and click on “Export” button which is on top left corner.

6. You will see a popup that says ” Data export job scheduled. Please refresh the form to view current status”. Click Close.

7. Now click Refresh Button

8. If you want to see what data is exported, click on View Staging Data at bottom grid. If not, then just click Download File button which will give you the Customer List CSV File with all the fields.

These are the steps you need to follow to export Customers using Data Management in Dynamics 365 Finance and Operations.

In Next blog, will continue with Importing Customer Details into D365 F&O