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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Creating and Excel tha...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Creating and Excel that compiles a list of all items in every Sales Order

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Posted on by KT-16051809-0 4
Hello,
 
I am working in D365 F&O.
 
 
I want to be able to download an excel file that contains all of the products contained in every open sales order.
 
When I go to Sales and Marketing > Sales Order > All Sales Orders, I can only see the list of sales orders. Where should I go next in order to comple the items from each sales order into one excel document?
 
Many thanks!
 
I have the same question (0)
  • Suggested answer
    Waed Ayyad Profile Picture
    Waed Ayyad 9,100 Super User 2026 Season 1 on at
    Hi,
     
    What do you want to achieve? do you want to add new excel button to return specific data? 
     
     
    Check the below link, it maybe helps you:
     
    Thanks,
    Waed Ayyad
    If this helped, please mark it as "Verified" for others facing the same issue
     
  • Suggested answer
    NikolajSorensen Profile Picture
    NikolajSorensen 1,814 on at
    Isn't the "Open sales order lines" form what you are looking for? Shows all open lines and can be opened in excel using the standard entities, where you can then filter on the lines status?
     

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