I was going to make a view in which we could see contacts of a two user, for example all contacts of Peter Ludwig and Steven Gert and furthermore, connections from another user, for example Steven Gert.
I set up the view and tried to get it to work, but I always receive the same error massage (see picture down below). The problem is, that I can't use an "OR" function if the field are not on the same entity.
Does anyone of you have an idea how to do it? Comments and tips are highly appreciated.
I don't believe through the UI there is any type of workaround. I suspect the reason being that the FetchXML CRM generates from an advanced find to query data doesn't support a SQL UNION statement to combine different data.
One option might be a custom SSRS report that displays multiple data-sets.
Fetch-Xml based Reports: Bits & Pieces
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Thank you for the answer. I will start reading myself into this report type.