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Microsoft Dynamics CRM (Archived)

List of opportunities where a user is added in the access team(created using access team template)

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I want to extract the list of opportunities where a specific user is added in the access team (created by using access team template). What are the different ways and how to proceed?

e.g.

1)Console application

2) SSRS Report

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  • ashlega Profile Picture
    ashlega 34,477 on at
    RE: List of opportunities where a user is added in the access team(created using access team template)

    You might try a report (using report wizard)..

    It was a little different here:

    community.dynamics.com/.../234601

    But, if you follow the same approach, add a filter for the user and if you group by user name.. you might, then, add opportunity(regarding object id) to the columns.

  • Suggested answer
    ScottDurow Profile Picture
    ScottDurow 19 on at
    RE: List of opportunities where a user is added in the access team(created using access team template)

    Hi,

    This is possible using a simple Advanced Find query:

    17071.Capture.PNG

    You can also use the following fetchxml in a report or a console application:

    <fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="true">
      <entity name="opportunity">
        <attribute name="name" />
        <attribute name="customerid" />
        <attribute name="estimatedvalue" />
        <attribute name="statuscode" />
        <attribute name="opportunityid" />
        <order attribute="name" descending="false" />
        <link-entity name="team" from="regardingobjectid" to="opportunityid" alias="aj">
          <filter type="and">
            <condition attribute="teamtype" operator="eq" value="1" />
          </filter>
          <link-entity name="teammembership" from="teamid" to="teamid" visible="false" intersect="true">
            <link-entity name="systemuser" from="systemuserid" to="systemuserid" alias="ak">
              <filter type="and">
                <condition attribute="systemuserid" operator="eq-userid" />
              </filter>
            </link-entity>
          </link-entity>
        </link-entity>
      </entity>
    </fetch>


    Hope this helps!

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