Hello! We are set up in D365 Sales to allow an opportunity to have one or more quotes which I understand is not the default set up and required custom

reporting on opportunity with quote & product details from within CRM

Hello jaybeegee,

You're right that allowing an opportunity to have multiple quotes is a customization from the default Dynamics 365 Sales setup. This is a common requirement and definitely achievable.

Regarding reporting on Opportunities with Quote details, you have a couple of options within Dynamics 365 Sales, but also Power BI, depending on your reporting needs:

1. Advanced Find and Export to Excel (Basic Reporting):

Process:
- You can use Advanced Find to retrieve data from the Opportunity and Quote entities.
- However, directly exporting related Quote Product details within the same export is limited.
- You would likely need to export:
  - Opportunities.
  - Quotes related to those opportunities.
  - Quote Products related to those quotes.
- Then, you would need to manually combine the data in Excel using VLOOKUP or similar functions.

Pros:
- Simple and readily available within Dynamics 365.
- No additional tools required.

Cons:
- Manual data combination can be time-consuming and error-prone.
- Not suitable for complex reporting or large datasets.
- Limited by the number of records that can be exported.

2. Reports (Built-in or Custom):

Built-in Reports:
- Dynamics 365 Sales includes some standard reports, but they might not provide the specific level of detail you need for Opportunities and Quote Product details.

Custom Reports (SSRS):
- You can create custom reports using SQL Server Reporting Services (SSRS).
- This allows you to design reports that retrieve data from multiple related entities, including Opportunities, Quotes, and Quote Products.
- This is the best option for on premise environments.

Pros:
- Provides more control over report design and data retrieval.
- Can create highly customized reports.

Cons:
- Requires SSRS development skills.
- Can be time-consuming to develop and maintain.

3. Power BI (Recommended for Comprehensive Reporting):

Process:
- Connect Power BI to your Dynamics 365 Sales data.
- Create Power BI reports and dashboards that visualize Opportunity and Quote Product data.
- You can create relationships between the Opportunity, Quote, and Quote Product entities to retrieve and display related data.

Pros:
- Provides powerful data visualization and analysis capabilities.
- Allows you to create interactive dashboards and reports.
- Can handle large datasets.
- Can combine data from multiple sources.
- Is the best option for online environments.

Cons:
- Requires Power BI skills and licensing.
- Requires initial setup and configuration.

Recommendations:

For simple, ad-hoc reporting: Advanced Find and Export to Excel can be sufficient.

For more complex, recurring reporting:
- SSRS (on-premises): If you are on premise this is the best option.
- Power BI (online): If you are online, this is the best option.

Power BI is the most powerful and flexible option for creating comprehensive reports that combine data from multiple entities.

Key Considerations:

Data Relationships: Ensure that the relationships between the Opportunity, Quote, and Quote Product entities are correctly configured.

Performance: When working with large datasets, consider performance implications and optimize your reports accordingly.

By using these methods, you can effectively report on Opportunities and Quote details in Dynamics 365 Sales.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more. If you have further questions, please feel free to contact me.

My response was crafted with AI assistance and tailored to provide detailed and actionable guidance for your Microsoft Dynamics 365 query.

Regards,

Daivat Vartak

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