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CRM Entity List Export to Excel – ADX Portals

September 12, 2016 Leave a comment

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”.

🙂