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    This question is about CRM Online.

    I have Accounts. With a field indicating they have to receive a newsletter (Y / N).

    I have Contacts in my Accounts

    I want a simple query:
    Selecting name, email-address and company-name from Contacts, where the Account records has the Y for receiving newsletters.

    A simple query, but i can't get running using CRM Online.

    Can anybody help?

    Thanks Theo

    Monday, September 2, 2013 1:42 PM

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    Hi,

    You can easily achieve the above using FetchXML for Microsoft Dynamics CRM Online.(Assuming that the query you are asked for is related to reporting).

    Go to Advanced Find->Select Contact Entity-> Define your query as below:

    1) Select the field(in related fields section of the fields dropdown that links account and contact)(For Example: Account(Primary Contact))

    2) Now under this, you will see all account fields

    Select the field(indicating they have to receive a newsletter (Y / N).) with the value equals Yes

    3) Click "Edit Columns" in advanced find and add the columns(name, email-address and company-name from Contacts)

    4)Click Results button.

    Now your query is ready. Click "Download FetchXML" to download the FetchXML query".

    Please mark it as answer if this answers your question.

    Monday, September 2, 2013 2:44 PM

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  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi,

    You can easily achieve the above using FetchXML for Microsoft Dynamics CRM Online.(Assuming that the query you are asked for is related to reporting).

    Go to Advanced Find->Select Contact Entity-> Define your query as below:

    1) Select the field(in related fields section of the fields dropdown that links account and contact)(For Example: Account(Primary Contact))

    2) Now under this, you will see all account fields

    Select the field(indicating they have to receive a newsletter (Y / N).) with the value equals Yes

    3) Click "Edit Columns" in advanced find and add the columns(name, email-address and company-name from Contacts)

    4)Click Results button.

    Now your query is ready. Click "Download FetchXML" to download the FetchXML query".

    Please mark it as answer if this answers your question.

    Monday, September 2, 2013 2:44 PM
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    Thank you for your help!

    This is the solution!

    Theo

    Tuesday, September 3, 2013 7:55 PM