Exporting Product information when Exporting Quotes to Excel

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Forum Post: Change the Filter On option on Opportunity Associated View for Account form


Hi JM Lubecore, I hope you are doing good.

This should be caused because you are not including that field in the view. Have you tried using Advanced Find?

Here you can create a view and add entity columns so then when you export the content you will see that information included.

Here more info that can help:

Create, edit, or save an Advanced Find search (Dynamics 365 Customer Engagement (on-premises)) | Microsoft Docs

Additional information that may help you:

Export data to Excel (Dynamics 365 Customer Engagement (on-premises)) | Microsoft Docs

If this do not help you, could you please provide more details?

If this answers your question, please check it as verified to help others find useful information.

Welcome to this amazing community.



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