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Activities Count through Advanced find RRS feed

  • Question

  • Hi,

    I am looking to build an Advanced find \ Report in CRM which enables me to obtain a list of all the account records in CRM and for each account the number of activities for each account?

    Is it possible to do this via the advanced find or report wizard.

    Thanks in advance

    Mandeep

    Thursday, June 14, 2012 2:55 PM

Answers

  • In Advanced Find you won´t be able to sum up the number of activities, but you can export as pivot excel file and then sum the number of activities for each account.

    Or you can add a report for this.

    Another way would be to use a custom field and the help of workflows starting for each related activity incrementing the field on each account. Then you can add this column in your advanced find and will see the number of activities for each account. But keep performance in mind using workflows for this.


    Carsten Groth http://carstengroth.wordpress.com Microsoft Dynamics Certified Technology Specialist

    Thursday, June 14, 2012 3:48 PM

All replies

  • In Advanced Find you won´t be able to sum up the number of activities, but you can export as pivot excel file and then sum the number of activities for each account.

    Or you can add a report for this.

    Another way would be to use a custom field and the help of workflows starting for each related activity incrementing the field on each account. Then you can add this column in your advanced find and will see the number of activities for each account. But keep performance in mind using workflows for this.


    Carsten Groth http://carstengroth.wordpress.com Microsoft Dynamics Certified Technology Specialist

    Thursday, June 14, 2012 3:48 PM
  • Thanks Carsten...
    Friday, June 15, 2012 3:15 PM