We have MSCRM 2013 and I am trying to create a report that will follow a sales cycle from campaign response to opportunity close. When we get a campaign response for a lead that has never been in our database, we create a lead record and attach the
campaign response to it. In some cases where leads have been converted to accounts and then gone cold we will get a new campaign response and attach it to the existing account record rather than create a new lead record. I need to be able to pull data from
both Leads and Accounts in the same report. So far I am using the following tables: CampaignResponse, ActivityParty, Account, and Lead. I have Campaign response linked to ActivityParty using the ActivityId field in both tables, what field do I use to now link
to both the Lead and Account tables from the ActivityParty. I have tried several different fields but all result in a blank report as soon as I insert a Lead specific field or an Account specific field.
Thanks,
Jean-Luc