CRM Entity List Export to Excel – ADX Portals
Of late, we got a requirement to export Opportunities from ADX portal.
We had an Entity list “Managed Opportunities” configured in CRM and we enabled Export option with a simple configuration.
Steps:
- In CRM, open the entity list “Managed Opportunities”.
- Scroll to the “Grid Configuration” section
- Click on “+Download” from Actions.
- And finally provide “Button Label”.
🙂
Categories: ADX
Opportunities copied to Excel
is there any way to select which column to export ? before export
Export is tied to CRM view (i.e., Entity List) and the columns available at view would be downloaded. I dont think we have option to choose columns. I recommend to configure view with required columns,