Exporting Data Out Of MSICRM

If your role allows you to export data, you have access to download lists of Leads, Clients and Application data for backup and/or external needs.

Click on any of the lists from the Sales menu and functionality works the same.

Bring up the lists for Leads, Clients or Applications.

Click the button that shows an image of a checkbox. It’s at the top of the first column of data.

Select your quanity – typically it is all of the records…

Click the Bulk Action button immediately to the right and then click on Export.

It then generates a CSV file for you to use.

In Chrome, it adds the file to the bottom bar of the browser screen.
In Firefox, it adds the file to the download button typically in the row up top in the address bar. Or bring up your File Explorer and find it in Downloads.