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Answered

Pulling Opportunity and Opportunity Line Information by last updated date

Posted on by 30

Hi!

I' m looking to export opportunities and opportunities line item last modified in the last quarter. How can I do this?


Thanks!

  • Suggested answer
    RE: Pulling Opportunity and Opportunity Line Information by last updated date

    It looks like you can do it with Edit Filter!

  • JennyJOak Profile Picture
    JennyJOak 30 on at
    RE: Pulling Opportunity and Opportunity Line Information by last updated date

    Thanks Amit Katariya007.  Sorted

  • JennyJOak Profile Picture
    JennyJOak 30 on at
    RE: Pulling Opportunity and Opportunity Line Information by last updated date

    Thank you Naveen Ganeshe  Sorted. =)

  • Verified answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 8,525 Super User 2024 Season 1 on at
    RE: Pulling Opportunity and Opportunity Line Information by last updated date

    Add the date range if you want the opportunities and opportunity line items(add its fields to the opportunity view by using related entity) for specific timeframe else you can use last X months which will check exact last X months.

    community.dynamics.com/.../891374

    Thank you,

    Amit Katariya

  • Verified answer
    Naveen Ganeshe Profile Picture
    Naveen Ganeshe 3,393 User Group Leader on at
    RE: Pulling Opportunity and Opportunity Line Information by last updated date

    Hello Jenny,

    Have you tried the below query on the opportunity line:

    pastedimage1674811500175v1.png

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