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I am looking for a way to create a view (account level) or report that would display any account that had any activity - either at the account level or a contact associated with the account.
I can create views with activity at the Account (Regarding) level and views with the Contact level. But I can't do both and really need to be able to get this listing together.
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Thank you! I knew there had to be a way - this is exactly what I was looking for!
Hi,
You can get the view through "Marketing List" which is very simple.
Create a marketing list.
Marketing -> Marketing List -> New
Select List type as "static" and Targeted at as "Account". Click "Manage Members" and select "Add members using advanced find" option.
In the Add Members dialog box, select "activity parties" and click "find".
You will get a list. Select the option "Add all the members returned by the search to the marketing list" and click "Add to Marketing List".
Now again click "Manage Members" and select "Add members using advanced find" option. In the Add Members dialog box, select "Contacts (Company Name)"and below that select "Activity Parties". Now click "find".
Select the option "Add all the members returned by the search to the marketing list" and click "Add to Marketing List".
PS : This view works only in the Marketing List.
Hi,
if you are ok with an SSRS report, you can use this kind of fetchXml:
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<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="true">
<entity name="account">
<all-attributes />
<order attribute="name" descending="false" />
<filter type="or">
<condition attribute="activityid" entityname="activity1" operator="not-null" />
<condition attribute="activityid" entityname="activity2" operator="not-null" />
</filter>
<link-entity name="activitypointer" from="regardingobjectid" to="accountid" alias="activity1" link-type="outer">
</link-entity>
<link-entity name="contact" from="parentcustomerid" to="accountid" alias="contact" link-type="outer">
<link-entity name="activitypointer" from="regardingobjectid" to="contactid" alias="activity2" link-type="outer">
</link-entity>
</link-entity>
</entity>
</fetch>
There are a bit more details on how this fetch works here:
http://www.itaintboring.com/dynamics-crm/two-most-ignored-features-of-fetchxml/
Clarifying my request:
So, I have the following data:
On my "view" or "report" or "listing", I want to be able to have an Account level report that lists both ABC and DEF.
This is how the Account Summary default view displays activities. But doesn't seem to be a way to get ALL Accounts listed that have EITHER Account level OR Contact level data.
That is what I am looking to address.
Hi,
You need to query on Accounts. And then select the related records. as follows:
And then under that select Activity contains data. So the final query will look like this:
And you'll get results - Accounts that have some Activity under them i.e. The Accounts which are set as Regarding field in those Activities.
Hope this was helpful. If yes, kindly mark my answer as verified.
Thanks.
If you go to Advanced Find, and do a on the Account Entity, you can select the Activities (Regarding) as the related entity, and put in there something such as Regarding field Contains Data. This will basically give you all Accounts that have Activities.
Follow the same logic for the Contact entity, and save the views.
Example:
Look for: Accounts
Query:
Status Equals Active
Activities (Regarding) ==>
Regarding Contains Data
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