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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Running a Report for O...
Microsoft Dynamics 365 | Integration, Dataverse...
Unanswered

Running a Report for Opportunities by "Opportunity Origin"

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Posted on by Community Member

Is there a way to create and run a report of all accounts and or prospects by their opportunity origin? 

I have the same question (0)
  • cloflyMao Profile Picture
    cloflyMao 25,210 on at

    Hi williams,

    Could you share your expected result based on your requirement?

    As per my understanding, if 

    ----------------------------------------------------

    Contoso(account) -> (associated opportunity)

    3D Printer Purchase 1

    3D Printer Purchase 2

    Fabrikam(account) -> (associated opportunity)

    6 orders of product SKU

    ----------------------------------------------------

    So you would like to display 3 records in a report?

    Or count different opportunities based on their Account field?

    Then above data will be 

    Contoso     2

    Fabrikam   1

    It seems that rdl report is no longer available in Dynamics 365 for marketing,

    but you can instead build a chart as alternative.

    Regards,

    Clofly

  • Eduard Brown Profile Picture
    Eduard Brown on at

    Hi lwilliams - This post has been reposted to the Dynamics General channel as we believe they will get more traction there.

    Thanks,

    Eddy

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