Customer experience | Sales, Customer Insights,...

List of customers (accounts) with products

(0) Share

Report

Posted on by DanOsgood

I am trying to create a view that will show me a list of accounts and all the products each has purchased (order products). The view would be something like:

Company ABC - Order 1234 - Order Date - Item 1

Company ABC - Order 1234 - Order Date - Item 2

Company ABC - Order 9999 - Order Date - Item 1

Company XYZ - Order 9876 - Order Date - Item 1

I have the same question (0)

All responses (3)

Answers (0)

Suggested answer

LuHao 40,892 on at

Like (1)

Report

Hi Dan,

We will create a view for Order Line.

Then add five columns. (If you do not use Write-In Product in your business environment, you do not need to add the Column 5.)

Column 1. Potential Customer (Order)

Column 2. Order (Order Line)

Column 3. Create On (Order)

Column 4. Existing Product (Order Line)

Column 5. Write-In Product (Order Line)

Then add the Order Line to the site map. Users need to click the Order Line to see this view.

Such a view is sorted by Order column by default, so in order to sort by Account column, users need to manually click on the Potential Customer column to sort when they open the view.

In fact, the way to view all Accounts and their Oder and Order products is through reports rather than views. If you are comfortable with reports, I will provide you with the steps to create them.

Was this reply helpful? Yes No
DanOsgood 55 on at

Like (0)

Report

Sorry, I do not have an entity called "Order Line". I am using Dynamics 365 Sales Professional.

Was this reply helpful? Yes No
Suggested answer

LuHao 40,892 on at

Like (0)

Report

Hi Dan,

So in Dynamics 365 Sales Professional, the "Order Line" is "Order Product" .

Just replace all "Order Line" with "Order Product" in my previous reply.

Was this reply helpful? Yes No