Microsoft Dynamics CRM (Archived)

How to export opportunity detail view form

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Posted on by Deshmukh

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Hi,

In MS CRM 2011, we have export option for opportunities list view but i want to export opportunity detail view.

Let me know how to export opportunity detail view as word doc, pdf file .

Thanks in advance.

Deshmukh

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GL-23071537-0 on at

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Hi Deshmukh,

When you say Detail View--what are you referring to? When you export to Excel, you can chose to add columns to what you are exporting, and you can add all the columns from the Opportunity. Does that resolve your question?

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Deshmukh 270 on at

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Hi Gretchen,

I am looking out for a solution to export the opportunity form data in word or pdf format.

As shown in below screenshot I have to export all the data(label + value) to the format as shown in next screenshot.

screenshot for opportunity form :

screenshot for opportunity template:

Regard's,

Deshmukh

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GL-23071537-0 on at

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Hi Deshmukh,

Have you considered using a Word Mail Merge Template that merges the Opportunity information into Word?

You can also create a custom SSRS report that you could export to Word or PDF.

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Deshmukh 270 on at

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Hi Gretchen,

Thanks for a solution. I am using Word Mail Merge Template to merge the Opportunity information into Word but I am not able to add more than 62 data fields in one template.

Could you please help me???

Regards,

Deshmukh

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GL-23071537-0 on at

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Hi there,

THe maximim is 62 fields, so you may need to go with a custom report if you need to export more columns than that.

www.harris-tech.com/.../Suppressing-Address-2-Field-in-Microsoft-Dynamics-CRM-2011-Mail-Merge

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Deshmukh 270 on at

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Hi Gretchen,

                    I am going with SSRS report. I have problem with fetchXml query. I am trying to get record for single opportunity record but its getting the result for all opportunity records.

Can I, using the parameters, specify to SSRS to generate the report where opportunityId == current report opportunityid ?

Please check the fetchXml code -

<DataSets>
    <DataSet Name="DataSet1">
      <Query>
        <DataSourceName>DataSource1</DataSourceName>
        <CommandText><fetch distinct="false" mapping="logical">
                    <entity name="opportunity" enableprefiltering="1" prefilterparametername="CRM_OpportunityFilter">
                    <attribute name="name" />
                    <attribute name="estimatedvalue" />
                    <attribute name="opportunityid" />
                    </entity></fetch></CommandText>
    <QueryParameters>
            <QueryParameter Name="CRM_OpportunityFilter">
            <Value>=Parameters!CRM_OpportunityFilter.Value</Value>
            </QueryParameter>
    </QueryParameters>
      </Query>
      <Fields>
        <Field Name="name">
          <DataField>name</DataField>
          <rd:TypeName>System.String</rd:TypeName>
        </Field>
        <Field Name="estimatedvalue">
          <DataField>estimatedvalue</DataField>
          <rd:TypeName>System.String</rd:TypeName>
        </Field>
        <Field Name="estimatedvalueValue">
          <DataField>estimatedvalueValue</DataField>
          <rd:TypeName>System.Decimal</rd:TypeName>
        </Field>
        <Field Name="opportunitycustomeridcontactcontactid_emailaddress1">
          <DataField>opportunitycustomeridcontactcontactid_emailaddress1</DataField>
          <rd:TypeName>System.String</rd:TypeName>
        </Field>
        <Field Name="opportunityid">
          <DataField>opportunityid</DataField>
          <rd:TypeName>System.String</rd:TypeName>
        </Field>
      </Fields>
    </DataSet>
</DataSets>
<ReportParameters>
    <ReportParameter Name="CRM_OpportunityFilter">
      <DataType>String</DataType>
      <Prompt>Opportunity Filter</Prompt>
    </ReportParameter>
</ReportParameters>

Regards,

Deshmukh

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GL-23071537-0 on at

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Hi Deshmukh,

You need to use pre-filtering on your report so that you can run it from the Opportunity and it passes the unique opportunity ID to the report. Here are some resources on that.

www.powerobjects.com/.../crm-2011-reporting-options-on-line-and-on-premise

www.powerobjects.com/.../microsoft-dynamics-crm-pre-filtering-for-crm-reporting

www.powerobjects.com/.../crm-custom-reports-issues-with-pre-filtering-and-non-searchable-primary-key-for-an-entity

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