Microsoft Dynamics CRM (Archived)

Can I count on it?

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When making a view or advanced find, can it return the number of notes that have been added to the record?

Let's say I want to see quotes that have more than one revision.

Would I have to use Excel to query the CRM?

Thanks,

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Aiden Kaskela 19,696 on at

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Hi,

You can't do it OOB, but I'm pretty sure you can add a rollup field to handle this for each case. Check out technet.microsoft.com/.../dn832162.aspx

In your example, you would add a new rollup field to the Quote, where the related entity is Notes and the Aggregation is Count. This should keep the field up to date with the number of notes, and you can return that field in the advanced find.

Hope this helps! If so, I would appreciate if you would mark this as the verified answer.

Thanks!

Aiden

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Thanks Aiden, this is certainly food for thought. Unfortunately, what I'm trying to count isn't Quote records, but Note records. See, I have an existing (competitor's) product that used file attachments to save quotes. I need to show user's the customer's prior quotes, so I am uploading several thousand files, each with a GUID-type identifier, as a Note for a custom entity that the contact record can relate to.

Once again, I've run headlong into Dynamics way of insulating the Note from relationships.

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Aiden Kaskela 19,696 on at

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Hi,

There may have been a misunderstanding. I understood you to mean that you want to get the number of notes for each quote (you could add limiting criteria to the notes to count, but can worry about that later).

If that is what you're looking for, I believe my solution would solve your issue. It's a field on the quote, but it's calculating the number of Notes related to the quote. An analog would be a calculated field on the Account called "Number of Employees" that counts the related contacts.

Did I misunderstand what you're looking for?

Thanks,

Aiden

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I think you understand my problem pretty well, but instead of Quote, imagine an intermediate entity called CAT_SCAN_GUID. I had my reasons - it allows me to grab ANY file attachment from the competing product's database. For flexibility I can then create relationships to quotes, contacts, customers, etc.

I made a saved view today that managed to solve today's problem - I based the view on Note instead of CAT_SCAN_GUID - then I could find the related CAT_SCAN_ID and sort by file name. As I upload thousands of attachments, I want to ensure I haven't uploaded the same document four times. So I can sort by file names and find them. I thank you for pointing out the rollup and calculation - I haven't had a reason to work with them up to now.

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Aiden Kaskela 19,696 on at

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Awesome, glad you were able to accomplish what you needed to.

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