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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Pulling Opportunity an...
Customer experience | Sales, Customer Insights,...
Answered

Pulling Opportunity and Opportunity Line Information by last updated date

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Posted on by JennyJOak 30

Hi!

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


Thanks!

I have the same question (0)
  • Verified answer
    Naveen Ganeshe Profile Picture
    Naveen Ganeshe 3,397 User Group Leader on at

    Hello Jenny,

    Have you tried the below query on the opportunity line:

    pastedimage1674811500175v1.png

  • Verified answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 10,409 Super User 2025 Season 2 on at

    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

  • JennyJOak Profile Picture
    JennyJOak 30 on at

    Thank you Naveen Ganeshe  Sorted. =)

  • JennyJOak Profile Picture
    JennyJOak 30 on at

    Thanks Amit Katariya007.  Sorted

  • Suggested answer
    Yoshika Suzuki Profile Picture
    Yoshika Suzuki on at

    It looks like you can do it with Edit Filter!

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