Export Line Items by Opportunity? Is this possible to export all the line items properties associated to all deals?

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Posted on by JennyJOak

Hi Team

Export Line Items by Opportunity? Is this possible to export all the line item properties associated with all deals?

Many thanks,

Jenny

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Abdul Wahab 12,119 Moderator on at

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Hi JennyJOak,

This is possible. Find the Opportunity Line table in the advanced find. Run the export. User export button to export lines with opportunity column.

If I answer your question then please mark it as verified.

Let me know if I can provide you with more details.

Thanks
Regards,

Abdul Wahab
Power Platform & Customer Engagement Developer/Lead/Solution Architecture/Project Manager
Direct/WhatsApp:+923323281237
E-mail: abdulwahabubit@outlook.com
Skype: abdul.wahabubit
Linkedin: www.linkedin.com/.../

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JennyJOak 30 on at

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Hi Abdul Wahab ,

Thank you for your response. This can be really useful and definitely answers my question! Where can I find the advanced find functionality? I'm in Dynamics 365 custom view and can't seem to find this functionality.

Many thanks,

Jenny

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Abdul Wahab 12,119 Moderator on at

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Hi JennyJOak,

The quickest and easiest way. Past it '&pagetype=AdvancedFind#31006891' just after the appid

your new URL should be similar: test.crm6.dynamics.com/main.aspx&pagetype=AdvancedFind#31006891

Select opportunity line from there:

Here is the button to export

If I answer your question then please mark it as verified.

Let me know if I can provide you with more details.

Thanks
Regards,

Abdul Wahab
Power Platform & Customer Engagement Developer/Lead/Solution Architecture/Project Manager
Direct/WhatsApp:+923323281237
E-mail: abdulwahabubit@outlook.com
Skype: abdul.wahabubit
Linkedin: www.linkedin.com/.../

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JennyJOak 30 on at

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Thank you Abdul Wahab ! You're a star :) Marked as verified!

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Abdul Wahab 12,119 Moderator on at

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Hi JennyJOak,

You are welcome.

Thanks
Regards,

Abdul Wahab
Power Platform & Customer Engagement Developer/Lead/Solution Architecture/Project Manager
Direct/WhatsApp:+923323281237
E-mail: abdulwahabubit@outlook.com
Skype: abdul.wahabubit
Linkedin: www.linkedin.com/.../

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JennyJOak 30 on at

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Hi Abdul Wahab , all your reponse has been very helpful. I'm now to trying to make association to the contacts. I can't seem to get all the columns I want for all the line items associated to account and to contacts. Is there a view that you would suggest to get all the information?

Thanks!

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Abdul Wahab 12,119 Moderator on at

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Hi JennyJOak,

I am wondering about my understanding. Is this what you are looking for?

If I answer your question then please mark it as verified.

Let me know if I can provide you with more details.

Thanks
Regards,

Abdul Wahab
Power Platform & Customer Engagement Developer/Lead/Solution Architecture/Project Manager
Direct/WhatsApp:+923323281237
E-mail: abdulwahabubit@outlook.com
Skype: abdul.wahabubit
Linkedin: www.linkedin.com/.../

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JennyJOak 30 on at

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Thanks again Abdul Wahab

Helpful as always. =) have a good day

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Abdul Wahab 12,119 Moderator on at

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Hi JennyJOak,

You are welcome.

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