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CRM 2011 - Account Advanced View (How to use - What we can/cannot do) RRS feed

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    Hi Experts,

    I haven't worked on Advanced Views as yet, now i have got the opportunity to play with Advanced view.

    My scenario on Account entity, i have to create a VIEW that will:

    • Get me list of all the accounts that are not used as Parent Account

    So for example (I have four accounts):

    • A  (Parent Account = State)
    • B  (Parent Account = State)
    • State (Parent Account = Country)
    • Country

     

    With the above sample data, i want the view to return A and B because they are not used as PARENT ACCOUNT.

    Question is do i accomplish this kind of scenario in Advance View, my wild guess is FETCHXML but i don't know that either.
    Before i spend time on this, i want your opinion/suggestion so i can start in right direction?

    Look forward to hear from you.

    Thanks


    • Edited by itsgonabeme Friday, October 14, 2011 6:40 PM
    Friday, October 14, 2011 6:39 PM

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    Hi,

    You can find the Account that are not used as Parent Account via Advance Find because the condition Related Account (Parent Account)         Account          Does Not Contains Data does not work in Advance Find either you have to customize a SSRS report to display the list of account or you can create a two options field in Account entity i.e. HaveParentAccount and create a workflow to run when an Account Parent Account field will be changed or Account will be created, in workflow check if the Parent Account field contains value then Set the Value to true then you can use Advanced find to get the list of all account. You can also run the workflow on-demand on previous records.

    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    • Proposed as answer by Jehanzeb.Javeed Friday, October 14, 2011 7:06 PM
    • Marked as answer by itsgonabeme Friday, October 14, 2011 9:02 PM
    Friday, October 14, 2011 7:06 PM

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    Hi,

    You can find the Account that are not used as Parent Account via Advance Find because the condition Related Account (Parent Account)         Account          Does Not Contains Data does not work in Advance Find either you have to customize a SSRS report to display the list of account or you can create a two options field in Account entity i.e. HaveParentAccount and create a workflow to run when an Account Parent Account field will be changed or Account will be created, in workflow check if the Parent Account field contains value then Set the Value to true then you can use Advanced find to get the list of all account. You can also run the workflow on-demand on previous records.

    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    • Proposed as answer by Jehanzeb.Javeed Friday, October 14, 2011 7:06 PM
    • Marked as answer by itsgonabeme Friday, October 14, 2011 9:02 PM
    Friday, October 14, 2011 7:06 PM
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    Excellent Jehanzeb, thanks for the answer.
    Friday, October 14, 2011 9:02 PM
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    Hi Jehanzeb,

    Sorry i am new to CRM workflow so please help me understand the flow in a bit detail.
    Conceptually i understood that you are suggesting, create a boolean field --> create workflow that will update the boolean field based on changes related to the field.

     

    I am working on the workflow (based on your suggestion mentioned above) and i am coming across a situation and would like to know if it is CRM limitation or my lack of knowledge. Can you or any body else confirm this for me? Here is the scenario again (sample data)

     

    1) Account A    (Parent Account = Account C)

    2) Account B    (Parent Account = Account D)

    3) Account C

    4) Account D

    In above case, HaveParentAccount = TRUE for Account C and Account D (based on values set through workflow)

     

    Lets say, for Account B, i want to change the Parent Account from Account D to Account C?

    In this case what i am hoping is system to set HaveParentAccount = TRUE (which is happening) for Account C but
    i also want to set HaveParentAccount = FALSE (not happening) for Account D


    Question is how do i read old data that was just changed in workflow (in above example Account D) OR is this a tool limitation within workflow?

     

    Tuesday, October 18, 2011 6:16 PM