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Customer experience | Sales, Customer Insights,...
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How to Export Microsoft CRM 2016 Local Price List Items

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Posted on by 157

Dear, how are you?


I have a need that consists of obtaining the Items from the Microsoft CRM 2016 Local Price List, for Dynamics 365 - Online.
It would be very easy to perform this procedure using the import via Excel-XML2013, however, due to a limitation of the version of Microsoft CRM 2016, it does not display the Price List Items entity in Advanced Location, therefore, I cannot export the data for import. them in Dynamics 365.


I have already tried to export the "Price List Items" entity in an unmanaged solution, open the solution's customization.xml file, find the IsValidForAdvancedFind property for the "Price List Items" entity and update the value from 0 to '1 'before importing the solution back into CRM 2016. With that, theoretically the entity would be available in Advanced Localization. It turns out that the IsValidForAdvancedFind property does not exist in the solution's customization.xml file, that is, this solution did not solve my problem.


So, please, would anyone have any other solution to this need?
It will help a lot.

I have the same question (0)
  • Verified answer
    Wahaj Rashid Profile Picture
    11,321 on at

    Hi,

    Thank you for your query.

    Why don't you export the PriceListItems using a report/SQL query to an excel file and then import this in the CRM Online?

    Another way to export data is to use the following plugin of XRMToolbox:

    Export to Excel  Â· XrmToolBox

  • CU23100303-0 Profile Picture
    157 on at

    Thank you very much Wahaj, I will try these alternatives.

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