Home > ADX > CRM Entity List Export to Excel – ADX Portals

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.

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”.

🙂

  1. Golnaz
    February 27, 2021 at 1:11 PM

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

    • March 1, 2021 at 8:33 PM

      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,

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