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View to list all opportunity products

Posted on by 5

Hi

I created, using classic AdvancedFind, a View listing all Opportunty Products for all Opportunity selected by certain filters.

When used within the Opportunity it obviously runs against the products of the opp itself.

However it is not clear to me, how I can access and run such a view and list ALL products of all opps which is my objective.

Kind regards

Max

  • Suggested answer
    Mohamed GRAIB Profile Picture
    Mohamed GRAIB 2,498 Super User 2024 Season 2 on at
    RE: View to list all opportunity products

    Hi Sigmamax, 

    So you can follow these steps : 

    Step 1 : navigate to make.powerappas.com > Apps > Select your app and click Edit 

    pastedimage1673867984980v1.png

    Step 2 : Click on Add a new page and select Dataverse Table as shown in the figure below 

    pastedimage1673868050030v2.png

    Step 3 : Search the Opportunity product Table and Select it as shown in the figure below 

    pastedimage1673868105363v3.png

    Step 4 : If your opportunity Product entity is added, Just click on Save and then publish 

    pastedimage1673868209502v4.png

    Now, if you want create a custom view, Just navigate to make.powerapps.com>Dataverse> Select your table "OpportunityProduct> Views 

    And create your custom view using the filters that you want. 

    Hope that's helpful for you. 

    Please mark the answer as verified if that's helpful for you 

  • Suggested answer
    Pradeep Rai Profile Picture
    Pradeep Rai 5,490 Super User 2024 Season 2 on at
    RE: View to list all opportunity products

    Hi,

    As Naveen Ganeshe said you can add new menu in app designer and to add that please refer below link:

    https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/create-edit-app?view=op-9-1

    Thank You,
    Pradeep Rai.

  • Suggested answer
    Naveen Ganeshe Profile Picture
    Naveen Ganeshe 3,393 Moderator on at
    RE: View to list all opportunity products

    Hi Max,

    you can create a navigation menu from the app designer for the "opportunity product" entity to view all the opportunity products for all opportunities and use your view there

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