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Requirement: the client is capturing data in multiple entities and using to create a record/case! But can’t run a report on the record as a whole.
The data is captured externally from crm on a form then imported via xml to the multiple entities mentioned.
There solution was to create a new custom entity that would have all the relevant fields from the multiple entities that were used to create the record/case.
Then export all of the data from the multiple entities and merge all to create a record/case to reimport to the new custom entity therefore creating all as new case/record that can be reported on.
There is also a concern for duplicate data (GUID/interaction no: )
Any ideas or suggestions on how to accomplish this would be greatly received
Ps. my first thought was to use SSIS package or Excel template?
if you create a new custom entity to share some common fields and aggregate data with a reimport, you will duplicate your data.
Are there any connections between the multiple entities, e.g. via some lookup fields?
Then you could either aggregate the data in views, by adding the fields from related records. Or you could create quick view forms for the relevant entities and add these quick view forms to a "main form" bringing together all information.
If you are using CRM on premises and if your issue is for collecting the data from multiple entities, then create a custom SSRS report with a query that collect all of data in multiple entities by useing SQL union statement!
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