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    I have been given he following task, I have two solutions, each one represents a business division. I need to create something, a report, dashboard, whatever, to show a list of all payroll providers between the two divisions. They divisions may share the same payroll provider, the problem is that the fields between the two solutions aren't the same name, one is 

    pps_aop_payroll_provider

    and the other one is

    pps_aospm_payroll_provider

    What would be the best way to go about doing this?

    Monday, June 9, 2014 6:44 PM

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    Hi Nasyrax,

    Could you please clarify what you mean by the fields being in 2 solutions? Do you mean they are in 2 separate CRM systems? Or on 2 separate forms? Or simply that there are just 2 different fields that you need to pull data from (on the same entity).

    ~ Atomic Coder

    Monday, June 9, 2014 8:11 PM
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    I have 2 solutions, one field is in one solution, one is in the other. I need to pull the data from both of them into a new solution. But if a new solution isn't the best way to do it, I'm open to suggestions.  ;0)
    • Edited by nasyrax Monday, June 9, 2014 8:32 PM
    Monday, June 9, 2014 8:31 PM
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    Hi Nastrax,

    Data is not stored in a solution, so the fact that there are 2 solutions is irrelevant. I'm just trying to determine where the 2 fields are. Are they both on the same entity in the same CRM system?

    ~ Atomic Coder

    Monday, June 9, 2014 8:59 PM
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    OK, sorry, i'm a bit of a n00b( if you hadn't noticed). Each one is in a separate entity. Thanks for your patience!
    Monday, June 9, 2014 9:03 PM
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    Hi Nasyrax,

    No worries at all. :)

    My initial thoughts would be to build a report to look at the data in order to get a list, however that will depend on what you need the list for.

    Could you give me some more details around the purpose of this list?

    ~ Atomic Coder

    Monday, June 9, 2014 9:42 PM
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    They want to be able to look at a list of all payroll providers with all the information for that provider as well, e.g., payroll contact name, payroll contact email, etc. I think that a report might work, but how do I basically combine the two fields. I'll try to give a scenario below:

    Lets say that pps_aop_payroll_provider contains the following data fields:

    payroll_company_name

    • Acme
    • DPP
    • Tennet

    payroll_company_contact

    • Steve Johnson
    • Ashley Philips
    • Jason Kemp

    payroll_company_email

    • s.johnson@acme.com
    • ashleyphilips@dpp.net
    • jason@tennetpayroll.com

    And pps_aospm_payroll_provider contains the following data fields:

    payroll_company_name

    • Heller
    • ADP
    • DPP

    payroll_company_contact

    • Mark Alton
    • Tina Sasso
    • Ashley Philips

    payroll_company_email

    • mark.a@heller.net
    • tinaSasso@adp.com
    • ashleyphilips.dpp.net

    I want the report to group by payroll_company_name, and display payroll_company_name, payroll_company_contact and payroll_company_email. I hope that makes sense.

    Also, would you mind taking a look at another post of mine? Thanks!!!

    http://social.microsoft.com/Forums/en-US/b57b8e7a-a683-44ff-89ad-6a8de520184d/problem-with-reports-after-updating-dynamic-crm-2011-to-rollup-17?forum=crm



    • Edited by nasyrax Tuesday, June 10, 2014 5:36 PM
    Tuesday, June 10, 2014 12:07 PM