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Exporting Data Overview

This activity will guide us through options for external usage of the data on Power platform, whether through exporting or through external applicatio

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20.1

Options for exporting data. You can use export to Microsoft Excel from within the model-driven app. You can export to Microsoft Excel from within web.powerapps.com. You can use Microsoft Flow to create CSV or Excel. And configuring export of data via Azure SQL. For the bottom two, using Microsoft Flow and export to SQL Azure, a detailed discussion is beyond the scope of this class. Exporting data. There are several options for exporting common data services data in a model driven app to Excel. This is a favourite feature for many users as they are usually somewhat used to Excel, and can better see the value of holding the data in the common data service. Excel Online. Also known as Immersive Excel.

72.3

You can see here, we’re in the frame of Dynamics365 application. From a user’s perspective, they never leave this Dynamics application. You can also note here our leftmost column is a letter D. Column A to C here are hidden and contain record identifiers or GUIDs. These may be viewed but should never be changed. Open within the application. Users with import privileges can save changes back to the common data service using model driven apps.

106.9

Static worksheets. Create a static Excel worksheet of data. Users include sending a non-app user or stakeholder that just needs the data. The worksheet can now be used for anything you would usually use Excel for. Dynamic worksheets. Maintain a link between CDS and Dynamics worksheet. To view and refresh Dynamic data, Microsoft Dynamics 365 for Outlook must be installed for this feature to work. Let’s look at security. It’s controlled by security roles. It’s all or nothing privilege. If the user has it, they can export anything that they can see in a view. Once exported, the data is outside the security model and no longer protected by common data service security. Be careful.

This step will guide us through options for external usage of data on Power Platform, whether through exporting or through external applications connecting and drawing data using SQL and third-party APIs.

Options for exporting data

Export to Microsoft Excel from within the model-driven apps
Export to Microsoft Excel from web.powerapps.com
Using Microsoft Power Automate to create CSV or Excel files
Configuring export of data to Azure SQL

Exporting Data

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This content is taken from
CloudSwyft Global Systems, Inc. online course,

Dynamics 365: Implementing Power Platform Integrations

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Exporting for Excel

The following options exist for exporting data from a model-driven app to Excel

Open in Excel Online, within the Dynamics 365 window
Static Worksheet
Static Worksheet (Page only)
Dynamic Worksheet, which maintains an active connection with Common Data Service (CDS) this requires Microsoft Dynamics 365 for Outlook to function
Dynamic PivotTable

Security

Export to Excel is an all-or-nothing privilege for a security role. If they have it, they can export any data they see in a view. Once exported it is outside of the protection of the Common Data Service security.

NB Microsoft Flow, mentioned in this video, has rebranded to Microsoft Power Automate

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This content is taken from CloudSwyft Global Systems, Inc. online course

Dynamics 365: Implementing Power Platform Integrations

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