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Report on which users "follow" which contacts

Posted on by Microsoft Employee

Hi,

Does anyone know if it is possible to create a report which lists contacts in CRM and the users that "follow" each contact?

Something like...

Contact Contact Owner Contact Followed by
John Doe Bob Fellow Bob Fellow, John Askin, Tom Thumb
Mary Sue Bob Fellow Bob Fellow, Tom Thumb
Phil Smith John Askin John Askin

Appreciate any help!

Graham

*This post is locked for comments

  • jrymkiewicz Profile Picture
    jrymkiewicz 20 on at
    RE: Report on which users "follow" which contacts

    Hi there, I'm trying to recreate this in 2022 and postfollow (follow) is not even in the list of entities. Any suggestions? Thanks in advance

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Report on which users "follow" which contacts

    Thank you! I've got the report working now

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Report on which users "follow" which contacts

    Select primary record type as postfollow (follow)

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Report on which users "follow" which contacts

    Thanks for the reply.

    When I am creating the report in the wizard, I don't see anything related to "postfollow". Initially, what should  I be setting my "Primary" and "Related" record types to?

    postfollows.jpg

    Thanks,

    Graham

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Report on which users "follow" which contacts

    You need to build report based on postfollow entity. Then simply add fields from regarding contact and owner of postfollow (this will be your followed by).

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