How to export data from Microsoft Dynamics 365 to import into Affinity

Brian Lee

Migrating data from Microsoft Dynamics 365 to Affinity? Follow these steps below.

Check out Microsoft's article on Exporting data from Microsoft Dynamics 365 (though it mentions Power Apps, the exporting steps are the same for Microsoft Dynamics 365). Make sure to export the data as a CSV file.
If you exported notes from Microsoft Dynamics 365, follow this article: How to import notes into Affinity
If you exported data related to people, organizations, and opportunities, open up the CSV file and follow these articles instead:
1. Cleaning up your data before importing into Affinity
2. How to import your data into Affinity