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Microsoft Dynamics CRM (Archived)

Need to Find the Min/Max Date on Notes Entity

Posted on by 250

Hello,

For reporting we would like to include the most recent note made on an account. Is there a way to get the min/max on a date field? 

Thanks,

Beth

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  • JonesEA_2018 Profile Picture
    JonesEA_2018 250 on at
    RE: Need to Find the Min/Max Date on Notes Entity

    OK.  I guess I'll have to learn FetchXML and SSRS.

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 21,009 Super User 2024 Season 2 on at
    RE: Need to Find the Min/Max Date on Notes Entity

    Hi JonesEA_2018,

    You could create a FetchXML report in SQL Server Reporting Services (SSRS), and then retrieve the newest note record with your query. The FetchXML query will look similar to this:

    <fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="true" count="1">
     <entity name="note">
       <attribute name="createdon" />
       <order attribute="createdon" descending="false" />
     </entity>
    </fetch>
  • JonesEA_2018 Profile Picture
    JonesEA_2018 250 on at
    RE: Need to Find the Min/Max Date on Notes Entity

    Thanks for the response, Adrian.

    We have a lot of notes getting added to accounts.  For a weekly report we would just want to pick up the most recently created noted (the one with the maximum date).  

    The current options return too much data.

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 21,009 Super User 2024 Season 2 on at
    RE: Need to Find the Min/Max Date on Notes Entity

    Hi JonesEA_2018,

    It is possible to include the most recent note made on an account in a report, but I am unsure what you mean by the min/max on a date field.

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