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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

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

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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Dynamics 365: Implementing Power Platform Integrations

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