web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Sort By in Advance Find

(0) ShareShare
ReportReport
Posted on by 185

 Hi Everyone,

 I had a small question may be some of you might have experienced it. In advance find on selecting a custom entity and then selecting related entity with few fields worked fine displaying relevant data but I'm not able to sort the data based on the second entity fields

For example 

If there is a custom entity "Campaign Member" selected few fields from it and then selected related entity "Campaign " and add few fields of this entity and displayed data on filtering but not able to sort by any fields of Campaign entity.  

Please find the image below for more information

5873.2.png

Thanks and Cheers

Ravi Bachanagiri

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    razdynamics Profile Picture
    17,308 User Group Leader on at

    Hi Ravi, Yes there is a limitation on Views where you can only sort on the Primary Entity views, But not on the Secondary entity views. You would need to create a custom report if you wanted to do that.

    Hope that clarifies?

  • ravibachanagiri Profile Picture
    185 on at

    Thank you Raz,

    Even I had conveyed the same to my client also said to create custom report but is there any that we can schedule report generation automatically.  

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans