[Trick] How can you Extract Customer/Vendor Transactions [Open/Closed] in Excel for All Customers/Vendors in Microsoft Dynamics 365 Finance and Operations

Many times, we need to extract the list of open or closed transactions for all vendors and customers, but we don’t have any specific report or inquiry where we can extract in one go for all customers and vendors.

We have option to go and view at each customer/vendor transaction but not for all.

In this blog, I will tell you one trick through which you can do this for all customers or vendors.

Step-1: Navigate to Any customer/vendor > Click on Transactions

Step-2: Duplicate the browser tab

Step-3: View all transactions from all customer/vendor

That’s it for this blog, hope this trick will help you in your project.

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