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Microsoft Dynamics CRM (Archived)

Report on which users "follow" which contacts

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ReportReport
Posted on by

Hi,

Does anyone know if it is possible to create a report which lists contacts in CRM and the users that "follow" each contact?

Something like...

Contact Contact Owner Contact Followed by
John Doe Bob Fellow Bob Fellow, John Askin, Tom Thumb
Mary Sue Bob Fellow Bob Fellow, Tom Thumb
Phil Smith John Askin John Askin

Appreciate any help!

Graham

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I have the same question (0)
  • Suggested answer
    Community Member Profile Picture
    on at

    You need to build report based on postfollow entity. Then simply add fields from regarding contact and owner of postfollow (this will be your followed by).

  • Community Member Profile Picture
    on at

    Thanks for the reply.

    When I am creating the report in the wizard, I don't see anything related to "postfollow". Initially, what should  I be setting my "Primary" and "Related" record types to?

    postfollows.jpg

    Thanks,

    Graham

  • Verified answer
    Community Member Profile Picture
    on at

    Select primary record type as postfollow (follow)

  • Community Member Profile Picture
    on at

    Thank you! I've got the report working now

  • jrymkiewicz Profile Picture
    20 on at

    Hi there, I'm trying to recreate this in 2022 and postfollow (follow) is not even in the list of entities. Any suggestions? Thanks in advance

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