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Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Fetch XML Report Filter

Customer experience | Sales, Customer Insights,...

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Fetch XML Report Filter

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Posted on by Dev Tuteja

45

HI,

I want to create a fetch XML report filtering on the basis of Account name

and based upon the selection of Account name it should open up 3 reports(related account)

1.Lead

2.Contacts

3.Opportunity

thanks,

Dev

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Bipin D365 28,981 Moderator on at

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RE: Fetch XML Report Filter

Hi,

What is the issue you are facing?

You can create dropdown which will contain required Active Account records from CRM.

This can be easily done using fetchxml. In Dropdown Use name field to show the data and backend store account GUIID.

Now create 3 sub reports and pass selected record GUID and create 3 fetchxml data set to get Leads, contacts and opportunity and pass dynamics GUID from parent report to sub reports and replace this ID in your fetch xml.

If found helpful, Please mark my answer verified.

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