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Customer experience | Sales, Customer Insights,...
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Connection Report Columns Issue for Dynamics 365 Online

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Posted on by 27

I have a Matter entity and to the entity I have connections to different contacts (Roles). Each matter has a connection Role To Attorney and connection Role To Client.

I'm trying to create a report listing the matter information with both contact information in one row. I was able to create the filters just fine, but can't figure out how to add the columns with both contacts

I can show the matter info with one of the contacts, but not both.

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I have the same question (0)
  • KK-365 Profile Picture
    1,010 on at
    RE: Connection Report Columns Issue for Dynamics 365 Online

    Do provide more information to check further.

  • PatrikStacy Profile Picture
    30 on at
    RE: Connection Report Columns Issue for Dynamics 365 Online

    Let me see your report

  • Community Member Profile Picture
    on at
    RE: Connection Report Columns Issue for Dynamics 365 Online

    Hi maorlv,

    Could you provide the fetchxml of your report? And which columns you would show on the report for another contact.

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