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Combine entities into a single view

Answered Combine entities into a single view

  • Donnerstag, 24. Juli 2008 20:20
     
     
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    We'd like to see all our accounts and leads in a single view.  Is this possible?

     

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  • Donnerstag, 24. Juli 2008 21:49
     
     
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    Nope. All grids in CRM (Except for some special grids like Activities) only show one entity type at the time. 

    An alternative would be to create you own custom page that talks to the CrmService and retrieves both.

     
  • Donnerstag, 24. Juli 2008 21:54
     
     
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    Hi,

     

    You can create an advanced find on the lead entity and add display columns from its related account.
    In the advanced find  edit columns  add columns  select entity picklist  choose the attributes you’re interested in.

     

    Cheers,
    Adi

     

     
  • Freitag, 25. Juli 2008 16:14
     
     
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    Thank you for the reply.  I must confess I don't understand how a lead can have a related account.  We have either leads or accounts, they are not related.  Our goal is to provide users with a list that shows all leads and contacts in one screen so we can have full visibility to all records.  Would your method create such a list?

     
  • Freitag, 25. Juli 2008 18:49
     
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    Leads and Accounts have different schemas so you cannot combine then in a single crmgrid. The closest you can get to that is displaying columns from the lead related customer (account or contact) if you are creating a lead to an existing account or when you convert a lead to an account which points to the originating lead.

    This of course does not address all scenarios.

     

    Another solution, is to create an aspx page with 2 iframes one for account and another for leads but this is just cosmetics.

     

    Cheers,

    Adi

     

     

       

     

     
  • Freitag, 25. Juli 2008 21:01
     
     
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    Hello,

     

    If you decide to utilize ASP.NET to build a custom grid view, I wrote an outline of one way to do this that might help: http://mscrmrocks.blogspot.com/. The blog post is titled "Build a combined activity view in Dynamics CRM 4.0".

     

    Cheers,

     

    -Tim

     
  • Samstag, 26. Juli 2008 08:17
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    Personally I'd write a report to do this, using a UNION query