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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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Vardan 72 on at

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

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
Miguel Lourenco on at

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

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?
Vardan 72 on at

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

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

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,
Thijs van der Klei 780 on at

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

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