Advanced find - Account to Order to Order product and filter only product type that have managed services - not brining back all the data. RRS feed

  • Question

  • We are on CRM Dynamic 2013 Rollup 3 on SQL server 2012 

    When i do the drill down to order product and filter out all customers that have bought Product type managed service i only get 102 records out of the 542 records that should be there. I know this as i did a SQL download to verify the data with order numbers and line items.


    Can you explain why the exact same query as in the above link does not pull all the data back.......
    Account to order to order product and filter only the product types that are managed service.

    It should work and we need it to work to be able to add records to marketing lists. i don't particularly want to add 543 records manually and then go through all the line items and work out which new accounts have also bought managed services. It means that anything that is product line based is a manual job to add the marketing lists. It also means  that anyone doing advanced finds are not getting the correct information in their reports.

    I would like the dynamic advanced find to work!!! 

    I am thinking this is a bug in the system.

    Any help would be gratefully appreciated? 

    Friday, November 27, 2015 9:33 AM

All replies

  • Hi,

    I don't quite understand what it is you want to find. Is there any way you can put a screenshot of your query and perhaps also post the sql-query?


    Rickard Norström Developer CRM-Konsulterna
    Swedish Dynamics CRM Forum: http://www.crmforum.se
    My Blog: http://rickardnorstrom.blogspot.se

    Friday, November 27, 2015 9:50 AM
  • Which entity is the Advanced Find based on ? It could be that 102 different accounts have bought products of the given type, but there have 542 products of this type bought (because an account may have bought multiple products). If this is the case, if the Advanced Find is based on Account entity, you'd get 102 results, but if it were based on the OrderProduct, you'd get 542 results. Similarly, it depends how you've written your SQL as to how many results you'll get

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

    Friday, November 27, 2015 5:46 PM