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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Report Wizard
Customer experience | Sales, Customer Insights,...
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Report Wizard

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Posted on by sandeepc 5,514
Hi Team,
 
I have a requirement where I need to show in Report
 

 Currently Contact field in report shows name + surname  - we need e-mail address 

 Owner field shows Dynamics user name  - we need e-mail address to remove ambiguity

 Closing month shows the actual date: can we report MM/YYYY instead of the date?

 

 

Is this above scenarios possible in report if yes how???

 

Thanks in Advance 

 

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  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Hi Partner,
    Contact and Owner should be shown with lookup field on current entity, right?
    Essentially, a lookup field establishes a link between two entities by displaying the name of the record on the other entity.
    But instead of adding the lookup field itself, you can add the email field on the associated entity directly through the link established by the lookup field:
    For example：
    1)Build one report on case entity:
    2)Add email fields from contact and user entities:
    The last request is a bit confusing: Closing month shows the actual date: can we report MM/YYYY instead of the date?
    Closing month is one field? and you only want to show the year and month?
    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah
  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Hi Partner,
    Did that answer your question?
    Any updates? Please feel free to ask me any questions you may have!
    If someone answered your question, can you check this box to mark that response as an answer?

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