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Hi. I hope someone can help with this baffling problem. I would have thought this would be a common problem.
I have created a "Business Process Flow" (BPF) on entity "Lead". On creating this BPF, Dynamics creates a nice BPF entity.
I want to query this BPF entity , to find records where its related "Lead" is "Disqualified", OR its related "Opportunity" is "Lost".
So I'm looking for all records of the BPF where the Lead/Opportunity didn't make it all the way thru to "Finished" because the "Lead" was "Disqualified", or because the "Opportunity" was "Lost".
[ie I'm looking for all the ones that failed to make it thru the Process because they were disqualified or lost].
Should be easy, shouldn't it?!
If I try and set up the View, I get an error message "To group conditions, select two or more conditions or groups that are listed under the same entity, and then click Group And or Group Or. Individual conditions that are already grouped cannot be included in new groups, and related entity conditions or groups cannot be grouped with the parent entity conditions or groups."
So clearly I need to use "FetchXML Builder" to do this.
Question is this:
How can I make this "AND" statement into an "OR"?
I want records for which the
[(Lead.statecode contains data AND Lead.statecode = 2) OR (Opportunity.statecode contains data AND Opportunity.statecode = 2)]
For love nor money I cannot get this FetchXML to do an "OR"!
I've tried everything. Is it even possible to do?
I think what makes it difficult is that Lead/Opportunity are related entities.
Any help would be hugely appreciated.
Hi MikeBradley,
It is not possible to use GROUP OR in the UI of the CRM, but you can use “Alias” + FetchXML editing using XrmToolBox to achieve it.
You can refer following links for more details:
Conditional groups across different linked entities in FetchXML - NETWORG Blog (thenetw.org)
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