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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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

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