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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Excel Template from Mu...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Excel Template from Multiple Advance Find VIews

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Posted on by SyedAnis 80

I have a scenario where I need to pull the list of Open Leads and Opportunities for a Customer in one Excel Document. Wondering if there is away to do it other than Power BI report. 

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  • Suggested answer
    Nya Profile Picture
    Nya 29,060 on at

    Hi,

    It can be achieved with Dynamics 365 Reports using SSRS.

    Please refer to the following video tutorial:

    Creating Dynamics 365 Reports With Multiple Entities - YouTube

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