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Extract report of quotes containing a particular product in D365Sales

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Posted on by 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

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