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

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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.

  • Verified answer
    LuHao Profile Picture
    LuHao 40,874 on at
    RE: How to get a report of some sort to show what product(s) are tied to open opportunities

    Hi partner,

    Please create such a report.

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

    pastedimage1613030529211v1.png

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

    pastedimage1613030602850v2.png

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

    pastedimage1613030712578v3.png

    pastedimage1613030813713v4.png        pastedimage1613030962538v5.png

    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.

    pastedimage1613031129938v6.png

  • Verified answer
    PabloCRP Profile Picture
    PabloCRP 1,086 on at
    RE: How to get a report of some sort to show what product(s) are tied to open opportunities

    Hi, USA80

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

    pastedimage1613027873184v1.png

    regards.

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