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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.
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
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,
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?
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?
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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