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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Advanced find search
Microsoft Dynamics CRM (Archived)

Advanced find search

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Posted on by yify 1,023

Hello Team,

I am having a custom entity which contains all the issues records.There  is 1:n relationship between this phone call entity and issue entity.

My requirement is to get the which particular issue got mostly created from a phone call in a month.

I am not sure how to get this in advanced find.

Any help or guidance is highly appreciated

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

    I guess we cannot find related entity data in advance find but you can create a report with related entity data

  • Suggested answer
    Mahadeo Matre Profile Picture
    Mahadeo Matre 17,021 on at

    Hi,

    Report is first option for this,

    Another option is

    You can create one rollup attribute in custom entity, and get count of phone call activities related to that record.

    Only thing is you need to put fix filter in rollup attribute, as you want this for a month.

    after a month, you need to change filter again

  • Suggested answer
    PS Profile Picture
    PS 23,577 on at

    How do u identify that the issue has a connection to phone call? is it a lookup or option set? If you can let us know few fields of your issue form or screenshot, it will be great.

  • yify Profile Picture
    yify 1,023 on at

    Hi Prashanth,

    It is a lookup. Issue form is having only 20 records and I created a look up in the phone call form to the issue records.

  • Verified answer
    PS Profile Picture
    PS 23,577 on at

    Hi James,
    Following is how you can do it:
    Create an advanced find view/personal view or system view on phone calls entity; with created on as Last/This month as per your need

    85308.3.PNG

    Once you have saved this view>> go to Sales>>Activities>>Phone Calls>>Your new view name and click 'add' on your right and select your x & y axis for the chart

    85308.3.PNG

    And save it

    Here's what you wanted to see:

    8664.4.PNG

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