Is there a way to create and run a report of all accounts and or prospects by their opportunity origin?
Is there a way to create and run a report of all accounts and or prospects by their opportunity origin?
Hi lwilliams - This post has been reposted to the Dynamics General channel as we believe they will get more traction there.
Thanks,
Eddy
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
Siv Sagar
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