For Dynamics 365 CRM, is it possible to export multiple quotes including linked products and products description in excel format?

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Posted on by Audrey Ma

Dear helpdesk,

Good day!

We are now using Dynamics 365 CRM through web page.

Just as the title goes, I want to know if it's possible for us to export multiple quotes including linked products and products description in excel format?

Now, in the exported excel file, I can only see total price or status for each quote, but can't confirm what products are included in the quote, nor does the product description.

But when exporting a separate quote in word template, we can see the info.

Could you kindly confirm it? Thanks in advance!

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LeoAlt 16,331 Moderator on at

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RE: For Dynamics 365 CRM, is it possible to export multiple quotes including linked products and products description in excel format?

Hi partner,

This is by design.

If you want to export multiple quotes with details into different sheets in excel, you should add custom ribbon and plug-ins to do this. It is a hard work with coding.

Regards,

Leo