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Microsoft Dynamics CRM (Archived)

CRM 365

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Posted on by 5,470

Need an Adanced find query for 

Activity_type, no of cases created for that activity type in 2018 that were not canceled (consider all open., closed cases etc.) 

*This post is locked for comments

  • sandeepc Profile Picture
    5,470 on at
    RE: CRM 365

    we have a,b,c Case type

    and we have Activity types A1,A2,A3 under a and B1,B2,B3 under b and C1,C2,C3 under c

    so we need to know what cases are created for that particulat activity types

    like A1 how many case  A2 how many cases

  • sandeepc Profile Picture
    5,470 on at
    RE: CRM 365

    i understood but, i need activity type not activities?

  • Suggested answer
    gdas Profile Picture
    50,091 Moderator on at
    RE: CRM 365

    Hi Sandeep,

    Try with this , Choose regarding (Case ) under related and then add columns by selecting regarding (case ) from the dropdown of the add columns popup.

    2018_2D00_12_2D00_19_5F00_15_2D00_18_2D00_42_5F00_case2.png

    2018_2D00_12_2D00_19_5F00_15_2D00_18_2D00_42_5F00_case2.png

  • Suggested answer
    Sreevalli Profile Picture
    3,256 on at
    RE: CRM 365

    Hi Again,

    You have to create see the result for each activity type in the option set if you want to see result with in CRM (hope count >5000 under each type).

    but I suggest you to use Excel Template or normal static export for the cases which are created in "This Year" and status doesnt equal to "Cancel" then use pivot or manual filters to see the result.

  • Suggested answer
    Sreevalli Profile Picture
    3,256 on at
    RE: CRM 365

    Hi Again,

    You have to create see the result for each activity type in the option set if you want to see result with in CRM (hope count >5000 under each type).

    but I suggest you to use Excel Template or normal static export for the cases which are created in "This Year" and status doesnt equal to "Cancel" then use pivot otr manual filters to see the result.

  • sandeepc Profile Picture
    5,470 on at
    RE: CRM 365

    3652.45.JPG

    We have activity type like delivery shipping ,product,engineering for that activity types how many cases are created in this year we need to know

  • Suggested answer
    Sreevalli Profile Picture
    3,256 on at
    RE: CRM 365

    Hi,

    do you mean it? which will give you, this years non cancelled Appointments associated with Case which are open or resolved.

    2642.advfind.PNG

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