Finding and exporting your Microsoft Dynamics 365 Sales data

What it holds

Sales records reside in Dataverse tables, including account and opportunity information and related business activity. Dataverse measures database, file and log capacity separately; files include attachments and notes.

Where Microsoft Dynamics 365 Sales shows the size

1. Sign into the Power Platform admin center as a tenant, Power Platform or Dynamics 365 admin.
2. Open Licensing > Products > Dataverse and inspect Usage per storage type.
3. Select the Sales environment and review Consumption per table, or use Licensing > Capacity add-ons > Dataverse > Details; record database GB separately from file and log GB.

Plan and admin role. Tenant summaries require tenant, Power Platform or Dynamics 365 administration; environment admins are directed to the Dataverse tab. Synapse Link setup needs the Dataverse system administrator security role.

Exporting the full history

1. For a small table view, use Export to Excel > Static worksheet in the Sales app.
2. For a comprehensive table feed, open Power Apps > Link data > Other Links > + New link to data lake.
3. Choose an Azure Data Lake Storage Gen2 account, select the required change-tracked tables and Save to create maintained CSV snapshots.

Excel exports cover all pages of the current view but stop at 100,000 rows; split wide or large views to avoid timeouts.

The storage account must share the Microsoft Entra tenant and enable hierarchical namespace. Setup needs Owner and Storage Blob Data Contributor roles.

Only change-tracked tables are eligible for Synapse Link. Link to Microsoft Fabric offers a delta-parquet copy in Dataverse storage without a separate Azure account.

Trial and developer summaries can display 0 GB; inspect environment details for actual consumption.

You don't need to run an export to talk to us, and there's no need to clean it first — removing personal data is part of our work.