Report Wizard with Contacts & Opportunities

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Hello. I'm using Dynamics CRM Online and I'm currently trying to use the Report Wizard to create a custom report.

My goal is for the report to include information about contacts and the opportunities they are involved in. Typically, a contact will only be related with one opportunity. With that said, I'm having trouble figuring out how to get the report to produce data about the relevant opportunities.

To illustrate, suppose I have the following contact and the following opportunity:

Contact

Contact Name	John Smith
Company	Company A
Job Title	CEO

Opportunity

Project Name	The Manhattan Project
Contact	John Smith
Revenue	$19,000,000
Last Modified	6/29/1944

I want to be able to run a report that will work to this effect:

Report

Name	Company	Job Title	Project	Revenue	Last Modified
John Smith	Company A	CEO	The Manhattan Project	$19,000,000	6/29/1944

How can I get the blue to appear beside the contact data? I want to be able to create this report simply by referring to contacts that have been modified in the past 30 days.

Any help would be greatly appreciated. Thank you.

SB-3011

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a33ik 84,331 Most Valuable Professional on at

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Hello,

I'm afraid that you can't make that work using Wizard. To get that kind of layout you will have to use VS and SSDT to edit layout of your report.

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ashlega 34,477 on at

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Not sure if that's what you are looking for - just add all those columns (contact is the main entity, opportunity is the linked entity.. no groups at all - only columns):

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Community Member on at

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Hi SB-3011,

For getting the desired output you will have to write a fetch XML query just as you would do a SQL query joining the 2 tables in on-premises version. In the fetch query just write the attribute names as you require, ie in your case Name, Company,Job Title, Project Revenue,Last Modified. These columns would then be visible in the report wizard for displaying in a table.

In case you want to auto-build fetch queries to use in report, you can use FetchXMLBuilder available in XRM Toolbox. It is available for free.

Hope this resolves your issue. Mark it as verified/useful if it has helped.

Thanks

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Inogic 703 on at

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To achieve a specific layout you will have to create the report in SSRS using BIDS.

You can refer below link to create a simple report:

https://www.inogic.com/blog/2011/03/reporting-through-bids-in-crm-online-2011/

The link above explains how to create Report for CRM online 2011. You can use same steps to create a report for latest online CRM but the BIDS should be of the same dynamics CRM version that you are using.

If this answered your question, please make sure to Mark this as an Answer.

Thanks!

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