How to get a report of some sort to show what product(s) are tied to open opportunities

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Posted on by USA80

In D365 I need to be able to find what product(s) are tied to what open Opportunities. How can I go about doing this? I didn't see how to do this via advanced find, but maybe I am missing something. Please let me know, thank you.

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PabloCRP 1,088 on at

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Hi, USA80

You could do an advance find where opportunityproducts.opportunity is equal to whatever opportunity you want, o filtering by its status 'OPEN'

regards.

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LuHao 40,892 on at

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Hi partner,

Please create such a report.

Primary record type is Product, Related record type is Opportunity Lines (Existing Product).

Add a condition in Opportunity Line. Filter the related entity Opportunity, set Status Equals Open.

Add Name of Product as a group head, and Opportunity of Opportunity Line as a column.

The report runs as follows.

Each group is a product, and there is no duplication between products, each product will only appear once, and the opportunities associated with the product are presented as a row of records under the product.

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