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Reporting using 1:N RRS feed

  • Question

  • Hi,

    I have an Account entity and a custom entity Applications.

    There is a 1:N relationship already established from Account to Application

    However, when I try and create a custom view using the Account entity as a basis I don't see the Application records.

    If I start at the application I can see the account but not vice versa. 

    I really need to use the Account as the primary entity.

    Any idea the reason for this?  I would not envisage a problem selecting from the many side of the relationship. 

    Regards,

    Lee

    Wednesday, July 11, 2012 1:55 PM

Answers

  • If you just want to have a number - How many applications of type X has account XYZ - than you should think of

    - using RetrieveMultiple and Update a number attribute on account form

    - using Workflow with http://crm2011distributewf.codeplex.com/ to update an attribute on account form

    - using Plugin to update a number attribute on account form


    Carsten Groth http://carstengroth.wordpress.com Microsoft Dynamics Certified Technology Specialist CRM Online 30 Tage kostenfrei testen – http://crm.dynamics.com/de-de/trial-overview

    Wednesday, July 11, 2012 6:03 PM

All replies

  • Hi Lee,

    This is Out of box behaviour of CRM. One account can have many Applications thus they cannot be included in the related entity (As one account can have many Application which is not possible to show in a view). 

    Where as one Application will have one account only (its a lookup on Application entity) thus it is possible to include it into the view. 

    Hope this helps.


    -Devashish
    http://thecrmworld.wordpress.com
    http://ebizartisans.com


    Wednesday, July 11, 2012 2:55 PM
  • Hmm.

    What if I only wish to aggregate a number from the Application table and then include this aggregated column in the view?

    I'm only creating the view in order to get at the fetchXML for an SSRS report.

    Can I hack the fetchXML together?  or would I be wasting my time?

    Lee

    Wednesday, July 11, 2012 3:46 PM
  • I've been thinking this through and a Right Join would work from the Application table to the Account table.

    Is it possible to apply a Right Join in fetchXML?

    Lee

    Wednesday, July 11, 2012 4:13 PM
  • If you just want to have a number - How many applications of type X has account XYZ - than you should think of

    - using RetrieveMultiple and Update a number attribute on account form

    - using Workflow with http://crm2011distributewf.codeplex.com/ to update an attribute on account form

    - using Plugin to update a number attribute on account form


    Carsten Groth http://carstengroth.wordpress.com Microsoft Dynamics Certified Technology Specialist CRM Online 30 Tage kostenfrei testen – http://crm.dynamics.com/de-de/trial-overview

    Wednesday, July 11, 2012 6:03 PM