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Microsoft Dynamics 365 | Integration, Dataverse...
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Create a view with only the latest records for a certain entity for each of the records from a related entity.

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Let's say I have two entities, "Sales reports" and "Location". Each year a new sales report is created for each location (a lookup field to "Location"). 

In the "Sales report" entity I would like to have a view that only shows the latest reports for each location. One possibility is to use XmlFetch Builder, does anyone have any clues of how that could look?

Or any other suggestions?

Great thanks.

  • Verified answer
    RE: Create a view with only the latest records for a certain entity for each of the records from a related entity.

    Hello Poja,

    From what I can understand, between those two entities you have a 1 to N relationship like bellow:

    Location 1 : N Sales Report

    With this, you can use the already built in functionality to create views on Sales Report. However, you would have to create multiple views for each location, just because of the relationship you have. See the image bellow on how you should build your view

    pastedimage1585302076415v1.png

    As you can see on the image above, you can use Edit Filter Criteria to build your view, then if you scroll down you will a section for "Related". Here you would select "Location" and then select a field from location and filter like that.

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