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 12,070 Super User 2024 Season 1 on at

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

Hi JennyJOak,

You are welcome.
JennyJOak 30 on at

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

Thanks again Abdul Wahab

Helpful as always. =) have a good day
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Abdul Wahab 12,070 Super User 2024 Season 1 on at

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

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/.../
JennyJOak 30 on at

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

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 12,070 Super User 2024 Season 1 on at

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

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/.../
JennyJOak 30 on at

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

Thank you Abdul Wahab ! You're a star :) Marked as verified!
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Abdul Wahab 12,070 Super User 2024 Season 1 on at

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

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/.../
JennyJOak 30 on at

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

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 12,070 Super User 2024 Season 1 on at

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

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/.../