How to associate two columns using Microsoft dynamics CRM RRS feed

  • Question

  • Make a field available, called <Latest KPS>, to all Client related views, which should display the <KPS> value from the latest Assessment.  The <Date Completed> of the Assessment should be used to work out which is the latest one.

    Hii Friennds for the above scenario how can i make a relationship between "KPS" field and "DateCompleted" fields so that i can show the latest KPS field based on the Latest DateCompleted date using Microsoft Dynamics CRM. Please help..

    Thursday, January 28, 2016 9:31 AM

All replies

  • I'm not sure I fully understand your requirement, but if both fields are on the same entity, then it might be possible to use a calculated field for this.

    If the fields come from different entities, then you may need a plugin or workflow to achieve this.

    If you need further information, it may be helpful to post an example of the records and values

    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    Thursday, January 28, 2016 10:19 AM