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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Need to find a way to ...
Customer experience | Sales, Customer Insights,...
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Need to find a way to display Parent entity data based on certain data from its child entity

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Posted on by Vipin J 1,583
Hi I am outlining a scenario here
 
Suppose I have an Account and Opportunity data in CRM and I need to find out all accounts that have at least two different opportunities records with given countries and capital matching as in condition.
 
Example :  
 
Account 1: BMW
Opportunity 1: Country : India  Capital : Delhi
Opportunity 2: Country : United Kingdom  Capital : London
Opportunity 3: Country : Itlay  Capital : Rome
 
Account 2: Tata Motor
Opportunity 1: Country : Germany Capital : Berlin
Opportunity 2: Country : United Kingdom  Capital : London
 
Account 3: Maruti
Opportunity 1: Country : France Capital : Paris
Opportunity 2: Country : United Kingdom  Capital : London
 
Account 4: Hyundai
Opportunity 1: Country : Itlay   Capital : Rome
Opportunity 2: Country : India  Capital : Delhi
 
Here in Opportunity entity have Country and Capital as two different fields.
 
I want to list accounts where it should be with two opportunities records having India+Delhi and Itlay+Rome
  • Account 1
  • Account 4
 
  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Need to find a way to display Parent entity data based on certain data from its child entity
    Hi,
    It is difficult to retrieve records to get a list based on whether the related record field values are the same.
    You can consider that using fetchxml to get parent records based on child records. 

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