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Session Id :
Microsoft Dynamics CRM (Archived)

Products with no opportunity product

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Posted on by 114

Hi,

I would like to list all the active products that does not "contain" any opportunity product

How could I do this please?

Thank you!

Camille

*This post is locked for comments

  • Suggested answer
    LuHao Profile Picture
    40,886 on at
    RE: Products with no opportunity product

    Hi partner,

    We can also create a same view.

    2133.PNG

  • CamilleL Profile Picture
    114 on at
    RE: Products with no opportunity product

    Thank you all, this works under v9

    Yet I forgot to mention that I work under 8.2 version (on-premise)

    Do you know how to do this please?

    Regards,

    Camille

  • Verified answer
    LuHao Profile Picture
    40,886 on at
    RE: Products with no opportunity product

    Hi partner,

    We can create a personal view.

    1. Click Advanced Find on the top right. Select Look for as Products, select Use Saved View as Active Products, Families & Bundles.

    3554.PNG    0284.PNG

    2. At the end of the filter, select Opportunity Lines (Existing Product) and Does Not Contain Data.

    6278.PNG    3364.PNG

    3. Click the Save As button to write the name of the new view.

    5621.PNG    2625.PNG

    Finally we can find it in the product views.

    7266.PNG

  • Verified answer
    RaviKashyap Profile Picture
    55,410 Moderator on at
    RE: Products with no opportunity product

    Hi,

    Try below advance find-

    4314.product.png

    Hope this helps.

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