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Retrieve Company name from the Post in contact Entity - MS CRM 2013 online RRS feed

  • Question

  • Hi All,

    We have a feature in the contact entity, on change of a field called call status we are triggering a workflow which will take the current value of the call status field and creates a new status in the Auto Post. So repeated calling and call status by Target marketing will be captured. 

    Below is the Sample

    Now the issue i am facing is creating a report out of it to capture # of calls and call status. 

    This is the sample report I've created. I am not able to Display the Account name in this report.

    Fetch XML used:

    <fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
      <entity name="post">
        <attribute name="postid" />
        <attribute name="createdon" />
        <attribute name="createdby" />
        <attribute name="source" />
        <attribute name="modifiedon" />
        <attribute name="text" />
        <attribute name="regardingobjectid" />
        <attribute name="createdonbehalfby" />
      </entity>
    </fetch>

    Kindly suggest how this can be done.


    Regards, Rekha.J

    Thursday, February 26, 2015 5:15 AM

Answers

  • Try This?

    <fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false" >
        <entity name="post" >
            <attribute name="postid" />
            <attribute name="createdon" />
            <attribute name="createdby" />
            <attribute name="source" />
            <attribute name="modifiedon" />
            <attribute name="text" />
            <attribute name="regardingobjectid" />
            <attribute name="createdonbehalfby" />
    <link-entity name="contact" from="contactid" to="regardingobjectid" alias="ae">
          <link-entity name="account" from="primarycontactid" to="contactid" alias="af">
          <attribute name="name" />        
          </link-entity>
        </link-entity>
        </entity>
    </fetch>

    • Marked as answer by Rekha J Thursday, February 26, 2015 8:47 AM
    Thursday, February 26, 2015 6:22 AM

All replies

  • Try This?

    <fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false" >
        <entity name="post" >
            <attribute name="postid" />
            <attribute name="createdon" />
            <attribute name="createdby" />
            <attribute name="source" />
            <attribute name="modifiedon" />
            <attribute name="text" />
            <attribute name="regardingobjectid" />
            <attribute name="createdonbehalfby" />
    <link-entity name="contact" from="contactid" to="regardingobjectid" alias="ae">
          <link-entity name="account" from="primarycontactid" to="contactid" alias="af">
          <attribute name="name" />        
          </link-entity>
        </link-entity>
        </entity>
    </fetch>

    • Marked as answer by Rekha J Thursday, February 26, 2015 8:47 AM
    Thursday, February 26, 2015 6:22 AM
  • Hi Jithesh,

    Thanks for the reply.

    The above code retrieves no data and so no output is displayed, not even a  single record is retrieved.

    I previously had tried something similar to this , which retrieved the records but account name it was displaying some wrong data.

    Below is that code which I tried.

    <fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="true">
      <entity name="post">
        <attribute name="postid" />
        <attribute name="createdon" />
        <attribute name="createdby" />
        <attribute name="source" />
        <attribute name="modifiedon" />
        <attribute name="createdonbehalfby" />
        <attribute name="regardingobjectid" />
        <attribute name="text" />
        <link-entity name="systemuser" from="systemuserid" to="createdby" alias="ak">
          <link-entity name="account" from="createdby" to="systemuserid" alias="al">
            <attribute name="name" />
            <filter type="and">
              <condition attribute="name" operator="not-null" />
            </filter>
          </link-entity>
        </link-entity>
      </entity>
    </fetch>


    Regards, Rekha.J


    • Edited by Rekha J Thursday, February 26, 2015 6:35 AM
    Thursday, February 26, 2015 6:34 AM
  • Hi,

     The fetchxml mentioned should work if you are using the out of the box relationship.

    To find the correct relationship in your organisation, create an advanced find - from contact to Account, export the fetchxml and see what link is used in your system to link from Contact to account.

    The only change would be on the line

    <link-entity name="account" from="primarycontactid" to="contactid" alias="af">

    Regards,

    Jithesh


    Thursday, February 26, 2015 6:42 AM
  • Hi,

    Yes you are right. Thank you:)


    Regards, Rekha.J

    Thursday, February 26, 2015 8:47 AM