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Exporting Product information when Exporting Quotes to Excel

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Posted on by JM Lubecore

I am trying to export all existing quotes to Excel from Dynamics Sales Professional. The standard excel exports work fine. When I try to also include the product name they appear blank.

How do I add product information to the excel export?

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Kenneth Ariel Chave... on at

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Hi JM Lubecore, I hope you are doing good.

This should be caused because you are not including that field in the view. Have you tried using Advanced Find?

Here you can create a view and add entity columns so then when you export the content you will see that information included.

Here more info that can help:

Create, edit, or save an Advanced Find search (Dynamics 365 Customer Engagement (on-premises)) | Microsoft Docs

Additional information that may help you:

Export data to Excel (Dynamics 365 Customer Engagement (on-premises)) | Microsoft Docs

If this do not help you, could you please provide more details?

If this answers your question, please check it as verified to help others find useful information.

Welcome to this amazing community.

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JM Lubecore 5 on at

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Thanks for you response. Even when I use Advanced Find it is easy enough to add the column but when the results show blank.

The following is the selection that I have chosen. Not sure if the "Quote product " does not show because it is a lookup type.

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JM Lubecore 5 on at

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One additional point that I have found is that the field was a developed one by the reseller. To try to pull into the report it seems that the data from any field that was developed by the reseller does not actually get pulled into the report.

Had field corrected now everything works fine.

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Inogic 682 on at

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Hi,

Check out our 1 Click productivity app – Click2Export – which will help you to export Dynamics 365 data in Excel templates in just 1 click. For more details, click here.

Thanks!

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