Record Exporter for Dataverse: CSP Partner Marketing Materials

Record Exporter for Dataverse is a bulk data export tool built for Microsoft Dataverse, Power Platform, and Dynamics 365. It gives users a fast, reliable way to export CRM records to CSV, going well beyond the row limits and feature gaps found in other Dataverse export tools.

Available as both a desktop application (Windows) and a browser-based web app, Record Exporter fits into any customer environment without infrastructure investment or IT overhead.

Key Features

• Unlimited CSV Export: Export any number of records with automatic pagination. No row limits of any kind.
• Browse All Tables: Search and select from every available table in the customer’s Dataverse environment.
• Column Selection: Pick individual columns or select all at once. Full control over what gets included in the export.
• Advanced Filtering: Build multi-condition filters with AND/OR logic to export exactly the records needed, without any manual post-processing.
• Lookup and OptionSet Support: Exports raw GUIDs for lookup fields and numeric codes for option sets, making it ideal for data migration and systems integration scenarios.
• Multi-Tab Workflow: Set up multiple table exports in separate tabs and work on them simultaneously in a single session.
• Dual Platform: Available as an Electron desktop app and a browser-based single-page app, with the same full feature set on both.
• Secure by Design: Uses Microsoft Entra ID (Azure AD) with delegated permissions only. No credentials are stored or logged. Data never passes through third-party servers.

Target Customers

Record Exporter for Dataverse is the right fit for any organization running Microsoft Dynamics 365, Power Platform, or a custom application built on Dataverse that needs to:

• Perform bulk data exports for reporting, auditing, or compliance requirements
• Migrate data between environments or third-party systems
• Create regular CSV backups of critical record data
• Extract data that exceeds the built-in export limits of Dynamics 365 or Power Platform
• Equip non-technical users with a simple, visual export tool that requires no developer involvement

Industries

• Financial services, insurance, and banking
• Healthcare and life sciences
• Government and public sector
• Manufacturing and supply chain
• Professional services and consulting
• Any organization running Dynamics 365 or Dataverse-based applications

Value Proposition for CSP Partners

Why Add Record Exporter to Your Practice?

• A natural add-on to every Dynamics 365 and Power Platform deployment: Nearly every Dataverse customer runs into export limitations. This product solves that pain point on day one and is an easy conversation during implementation, renewal, or quarterly reviews.
• No infrastructure, no setup complexity: The web version runs entirely in the customer’s browser. The desktop app requires no installation beyond a single executable. There is no server to provision, manage, or support.
• Fast time to value: Customers connect to their environment, select a table, and export records in minutes. There is no training curve and no configuration required from your team.
• Zero data risk: All queries go directly from the user’s browser to Microsoft’s Dataverse APIs using the user’s own Entra ID credentials. No data passes through Reenhanced or any third-party server. This is a straightforward story for security-conscious customers.
• Shareable export configurations: Users can generate a link encoding their table, column, and filter settings. Share it once and the whole team can run the same export without setup.

Deployment Options

How It Works

1. Purchase: Customers acquire Record Exporter through Microsoft AppSource or directly via the CSP program.
2. Connect: Enter the Dataverse environment URL and sign in with Microsoft Entra ID. Existing Dataverse permissions apply automatically.
3. Select: Browse the list of tables, choose the columns to include, and optionally apply filters to narrow the result set.
4. Export: Click Export to CSV. The file is built in the browser and downloads immediately. Nothing is uploaded anywhere.

Security and Compliance Summary

This is the short version your security-minded customers will want to see:

• Authentication is handled by Microsoft’s MSAL library using the OAuth 2.0 Authorization Code flow with PKCE
• The application requests only user_impersonation on the customer’s Dataverse environment. No admin-level permissions are required. Access is restricted to what is available by the connected user’s security roles.
• All data flows directly between the user’s browser and Microsoft’s Dataverse OData endpoint. No intermediary server is involved.
• CSV files are generated entirely in the browser and saved to the user’s device. Nothing is uploaded.
• Every authentication event is logged in Microsoft Entra ID sign-in logs. Dataverse audit logs capture all API reads if auditing is enabled in the environment.
• Access can be restricted using Conditional Access policies in Entra ID.

Technical Requirements

• A Microsoft Dataverse environment (Dynamics 365 or standalone Power Platform)
• A Microsoft Entra ID (Azure AD) account with access to the target environment
• Delegated user_impersonation permission on Dynamics CRM (granted by the user at sign-in, no admin pre-consent required in most configurations)
• Web version: A modern browser (Edge, Chrome, Firefox, or Safari) and an Azure AD app registration with a SPA redirect URI
• Desktop version: Windows 10 or later

Support and Resources

• Support: [email protected]
• AppSource Listing: Microsoft AppSource

Co-Selling and Partner Resources

CSP partners can use the following when positioning Record Exporter for Dataverse with customers:

• Product name: Record Exporter for Dataverse
• Publisher: Reenhanced
• Category: Data Management / Productivity / Dynamics 365 Add-on
• Elevator pitch: “Export unlimited Dataverse records to CSV in minutes. No row limits, no complexity, no code.”

For co-selling inquiries, partner onboarding, or custom marketing assets, contact us at [email protected].