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Microsoft Dynamics CRM (Archived)

Get Account related post, Activities and Contacts using SSRS .

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I want to get Account related post, Activities and Contacts using SSRS. How can I link these 3 tables  with account table

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  • David Jennaway Profile Picture
    14,065 on at

    There are several relationships, the most likely are:

    Contacts are related to the account via the contact.accountid or contact.parentcustomerid field, linked to the account.accountid

    Posts are linked via the post.regardingobjectid, linked to the account.accountid

    For activities, there are 2 options:

    1. If the activity is set regarding the account, then use activity.regardingobjectid, linked to the account.accountid
    2. If the link is via other fields (e.g. the to recipient on an email), you also need the activityparty table. You'd link this via activityparty.activityid = activity.activityid and activityparty.partyid = account.accountid
  • innovativeaj Profile Picture
    175 on at

    Hi,

    you can simply apply inner joins with all the three entities, select only the columns that you require.

    select * from Account a inner join

    Contact c

    ON a.AccountId = c.AccountId

    inner join ActivityPointer ap

    ON a.AccountId = ap.RegardingObjectId

  • Suggested answer
    Community Member Profile Picture
    on at

    Hello

    there is regarding field is available in activities and customer field in contact.

    Now you can get records related to a particular account.

    Hope you can understand what I mean!

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