Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Extract report of quot...
Customer experience | Sales, Customer Insights,...
Suggested answer

Extract report of quotes containing a particular product in D365Sales

(1) ShareShare
ReportReport
Posted on by jaybeegee 156
Hi! We need to run a report to extract a list of quotes from d365sales which contain a particular product - how would we go about it please from within CRM? Or is the only option via PowerBI?
  • Suggested answer
    PerezAguiar Profile Picture
    PerezAguiar on at
    Extract report of quotes containing a particular product in D365Sales
    Hey.
     
    You can use TDS to connect to the tables using SQL Server, and use this to query both tables:
     
    from there, you should use something joining msdyn_quote, msdyn_product, msdyn_priceList.
     
    Regards,
  • Suggested answer
    Muhammad.Affan Profile Picture
    Muhammad.Affan 4,466 Super User 2025 Season 1 on at
    Extract report of quotes containing a particular product in D365Sales
    Hi There,
     
    Your requirement can be achieved using ADVANCED FIND 

    Follow these steps:
     
    1: go to make.powerapps.com and select advanced setting
     
     
    Once you're there, click on funnel icon that will open advanced find.
     
     
    Under Advanced find create a query something like this. Add the product name that you want to look for. Once done save this.
     
    No go to the customisation area and select report and create a new report.
     
     
    Fill in the necessary details and in used saved view select the view we created above. follow the steps and you're done
     
     
    Feel free to reach out if you still face issues. If not please mark by answer as Verified.
     
    Thanks
    Affan
    follow my YouTube channel for more D365 insights:  https://www.youtube.com/@AffansDynamicsJourney

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Congratulations to the January Top 10 leaders!

Check out the January community rock stars...

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,234 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,994 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans