Rajeev Pentyala – Technical Blog on Power Platform, Azure and AI

CRM Entity List Export to Excel – ADX Portals

Published by

Rajeev Pentyala

on

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.

Export to Excel
Export to Excel
Opportunities copied to Excel
Opportunities copied to Excel

Steps:

  • In CRM, open the entity list “Managed Opportunities”.
  • Scroll to the “Grid Configuration” section
  • Click on “+Download” from Actions.
Download Grid Action
Download Grid Action
  • And finally provide “Button Label”.

🙂

Advertisements
Advertisements

2 responses to “CRM Entity List Export to Excel – ADX Portals”

  1. Golnaz Avatar
    Golnaz

    is there any way to select which column to export ? before export

    Reply
    1. Rajeev Pentyala Avatar
      Rajeev Pentyala

      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,

      Reply

Leave a reply to Golnaz Cancel reply

Visitors

2,096,298 hits

Top Posts
Copilot Studio | Create an Agent and Use Adaptive CardsCopilot Studio | Create an Agent and Use Adaptive CardsJuly 15, 2025Rajeev Pentyala
[Step by Step] Beginner : Create a PCF control and add it to a custom page[Step by Step] Beginner : Create a PCF control and add it to a custom pageDecember 2, 2024Rajeev Pentyala
Power Apps Code App with Dataverse: Building CRUD OperationsPower Apps Code App with Dataverse: Building CRUD OperationsDecember 15, 2025Rajeev Pentyala