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Need to see all accounts with any activity, posts and contacts

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Posted on by Vardan

I am looking for a way to create a view (account level) that would display any account that had any activity, posts and contacts. I need to be able to get this listing together.

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Thijs van der Klei 780 on at

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Hi Vardan,

Basically it would be something like this.

Based on this view, you could create a report with a grouping Activities by Contacts by Accounts.

Kind regards,

Thijs van der Klei

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Miguel Lourenco on at

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Hi Vardan,

It is not possible to get the posts from a view as the entity (postcomment) has the property IsValidForAdvancedFind set to false.

https://yourorg.crm4.dynamics.com/api/data/v8.2/EntityDefinitions(LogicalName='postcomment')

regarding the other two, you can easily create a view with:

Regards,

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Vardan 72 on at

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Hi Thijs van der Klei,

I created as you show in picture but in my case I can't see "Contains Data" for (Activities(Rgarding) and for Contacts(Company Name). How can I put that properties?

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Miguel Lourenco on at

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Hi Vardan, as soon as you select "activities regarding" the "contains data" should be visible. Can you change to another entity and change back to account and try again?

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Vardan 72 on at

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It's come another question too .....

How can I choose columns from activities? ... When I choose "edit columns" there is appear only accounts columns, but I also want to add columns from Activities

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