Sales Order Detail and Customer Join - Select Fields

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Posted on by badiyev

Hello guys,

What i need is simply a report of fields that are from 2 entities: SalesOrderDetail and Customer. I want to display special fields from these two entities. When i join them using Advanced Find, i can't add fields from both entity. I may give the query but, when it comes to adding fields to display, i can't select fields from both of these entities. I use MS CRM 2016 On local.

What you can advice me to achieve this ?

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badiyev 50 on at

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RE: Sales Order Detail and Customer Join - Select Fields

Thanks for your response. I will give it a try.
badiyev 50 on at

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RE: Sales Order Detail and Customer Join - Select Fields

Thanks for your response. I doubt what other professionals use for these purposes ?
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RaviKashyap 55,410 on at

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RE: Sales Order Detail and Customer Join - Select Fields

As there is no direct relationship between sales order details & customer, you can't really join this and display data from both at one.
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gdas 50,085 on at

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RE: Sales Order Detail and Customer Join - Select Fields

Hi,

I would suggest use XRM toolbox FetchXML tester in that case . There is a limitation of using Advanced Find that you can not use 1:N relationship , for example if you have contact and address entity and contact having multiple address in that case you can not choose the address fields using Advanced find .