
Looking to build a query to return contacts from a specific account AND the contacts of accounts connected to the first account through connections. Not even sure how to start this querying with the relationship joins. Any advice would be appreciated.
Example:
Contact Susy Smith is a child of Account 1
Account 1 is connected to Account 2 and Account 3
Joe Jones is a child contact of Account 2
Art Vandelay is a child contact of Account 3.
The query should return contacts starting from Account 1 and display all three contacts.
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I have the same question (0)Hi Nicole
As I understand it, this is not possible using the Report Wizard. I posted on the forum looking for the same solution sometime back and after much frustration I finally managed to get a working report, however it does require building a custom report in VSTS.
https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/305347/report-to-show-contacts-that-belong-to-account-and-contacts-connected-to-account
Good luck, hope this helps.
Trevor.