To download the latest Dynamics 365 (v9.x) SDK, visit: Download Dynamics 365 (v9.x) Software Development Kit (SDK).
Microsoft Download Manager is free and available for download now.
It also allows you to suspend active downloads and resume downloads that have failed. It gives you the ability to download multiple files at one time and download large files quickly and reliably. The Microsoft Download Manager solves these potential problems. You might not be able to pause the active downloads or resume downloads that have failed. (You would have the opportunity to download individual files on the "Thank you for downloading" page after completing your download.)įiles larger than 1 GB may take much longer to download and might not download correctly. In this case, you will have to download the files individually. You may not be able to download multiple files at the same time. If you do not have a download manager installed, and still want to download the file(s) you've chosen, please note: Stand-alone download managers also are available, including the Microsoft Download Manager. Many web browsers, such as Internet Explorer 9, include a download manager. The column will now be split into two columns that can then be converted to a csv file and used to re-import into CRM.Generally, a download manager enables downloading of large files or multiples files in one session. Select other, and insert a colon : as the delimiter, then hit next, then finish. It will open a wizard- select the delimited file type, hit next Go to the Data tab, and select text to column function Highlight the column with the data to split This is accomplished by using the text to column data function in excel. The final step is to split values from the Option name into two columns. At this point we have a more familiar spreadsheet of data, but there is still one step left. Excel will automatically split each line into a cell. The next step is to simply copy this block of text back to a new excel spreadsheet. If the cell contains hundreds of lines, the document can be several pages long. The easiest method that I have come across is to copy this one cell to a word document. The trick is to convert this to a multi-line column, and separate the option set name from the underlying values. This will generate an excel document with the option set in one long cell. You can export all fields, but if you want just one field to extract the picklist items, just select the one field using the Generate For Selection – Selected attribute, then scroll down on the left and select the field that you want to export and select generate document. Basically, you retrieve the entity and then select the field(s) that you want to export. This bring ups a page to retrieve the entity and field that you want to export. Once you are connected, simply Scroll down the page of the XRMToolBox to the Metadata Document Generator, and click on it to open it. This can be done by entering credentials under the “Manage Connections” Menu choice as below. The second step in configuring this tool for use is to set a connection to the CRM instance that you want to pull data from. When you fire this up, you will notice it has many other tools that can be helpful for CRM configuration.
Just follow the instructions for download and install to your local desktop. The first requirement is to download the XRMToolBox here. Below is a detailed method we have used successfully for several years to extract this data in a useable format.
A quick Google search shows that one method is to use the XRMToolBox metadata generator to export this data, but the actual steps are generally not detailed. Retyping all this data would have taken hours. Recently, we had a requirement to convert an option set that had grown to an unwieldy 100+ items, and needed to be converted to a lookup.
If the option set is minimal- say no more than 20-30 items, it is often easier and quicker to just re-type them in to the new option set.
CRM does not provide a method to export a list of option set names or associated codes to a csv file like other data.Īn option set may need to be duplicated on another entity, or a Global Option set needs to be built. One of the questions that arises occasionally is – Can you export option set data? In general, the answer is – it’s very difficult. In Microsoft Dynamics CRM, it is generally easy to export data using the built-in export tools. Posted on: Ma| By: Craig Thompson | Microsoft Dynamics CRM Export Option Set Method in Microsoft CRM 2016