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Client and address details in advanced find for OpportunityProducts items RRS feed

  • Question

  • Is there a way to run a query to find a list of clients with their Account and Contact addresses, the Opportunity they are linked to and also the OpportunityProduct item, for a list of products?
    Friday, July 3, 2015 10:45 AM

Answers

  • You could do this with a report. You can't get the data directly with Advanced Find - you could do an Advanced Find on the Opportunity Product entity, and include columns (including the customer name) from the parent Opportunity, but Advanced Find won't let you additionally get other fields from the customer (account or contact entities) as that involves an extra join

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

    • Marked as answer by MMGB Tuesday, July 7, 2015 3:29 PM
    Friday, July 3, 2015 6:40 PM
    Moderator

All replies

  • No. This would not be a supported query as the 1-n relationship from Opportunity to OpportunityProduct does not support it.

    There is no native work around in default CRM. Only way would be to write a SSRS report og to utilize a third party tool to extract the data.


    Rune Daub Senior Consultant - Dynateam CRM http://www.dynateam.dk

    • Proposed as answer by RuneDaub Friday, July 3, 2015 10:59 AM
    Friday, July 3, 2015 10:59 AM
  • Hi Rune,

    Is there no other workarounds? Can you not do some kind of join for two queries?


    • Edited by MMGB Friday, July 3, 2015 12:25 PM
    Friday, July 3, 2015 11:47 AM
  • You could do this with a report. You can't get the data directly with Advanced Find - you could do an Advanced Find on the Opportunity Product entity, and include columns (including the customer name) from the parent Opportunity, but Advanced Find won't let you additionally get other fields from the customer (account or contact entities) as that involves an extra join

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

    • Marked as answer by MMGB Tuesday, July 7, 2015 3:29 PM
    Friday, July 3, 2015 6:40 PM
    Moderator
  • Thank you, I will give this a try.
    Tuesday, July 7, 2015 3:28 PM