I'm probably pushing my luck in terms of assistance, so far this forum has been incredible in helping out a novice like myself.
I am building a Quote Report using FetchXML in Visual Studio (BIDS).
This may be the wrong approach (and not afraid to hear it) but this is how I have build my current 'prototype' if you will. (Apologies for not using correct vernacular relating to SQL, I have no coding experience). I feel as though I am probably going about this backwards in terms of entities.
DataSet1 - Primary Entity "Quote Detail" (This is where I pull the information about productid's, prices, etc). Essentially these are the quote products.
I then have two Linked Entities in the same query/dataset. Product and Quote. (The product entity is where I pull SKU's, or descriptions, and break down types)
The Quote entity is obviously where such items like (Customer, Addresses, Total Amounts, essentially the bulk of the report).
I applied a filter to the Linked Quote based on quotenumber (ie. QUO-1234-ABCD) which works to identify which Quote I would like to work with.
Here is where my problem is: Say there were 3 revisions to the quote: rev1 (includes items) rev2 (includes different items) rev3 (includes dif items)
If I run my report with a single filter of Quote #, I pull the items from all 3 revisions.
So I need to specify 2 filters: QuoteNumber, and RevisionNumber.
Right now, the quote works and builds perfectly, (but the hangup is I need to manually enter the revision number as a parameter)
In the past, I have used pre-filtering to specify a primary entity. Can this be done with linked entities? More importantly, two linked entity fields?
In a nutshell, I need to:
Run a report from an open Quote window, have it automatically know which Quote# to pull the quote details from, and also know the revision number, to specify which items get added.
I simply enabled pre-filtering and removed the existing filter/parameters that I had in my report, uploaded and it works.
Even though I have developed a working Quote system, if anyone reading this is gouging their eyes because I'm doing it all wrong....please tell me.
We paid a developer to create a quote the last time, and the quote included a sub-report which I believe was how he selected the correct items to add.
I have done no such sub-report. In fact the entire report is off of a single dataset...
If I did this wrong, please do not hesitate to say so, but I would appreciate a starting point from my mistakes.
Hi The Koalabat,
My name is Josh Wells and I am a support engineer on the Microsoft Dynamics CRM Support team. If the report is doing what you want it to do, then you did it right. There is not necessarily a right or wrong way to do it. It's all about preferences and what you are comfortable with. The developer you previously worked with may have used a standard parent report they use for most of their reports and then created a sub-report for your particular request.
I'd say you did a great job if it works as intended and this was your first report with FetchXML and LinkEntities.
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Josh WellsSupport EngineerMicrosoft Dynamics CRM