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Fetch XML Report Filter

Posted on by 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  

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    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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