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Microsoft Dynamics CRM (Archived)

Help With Custom Report

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Posted on by 1,788

Hello,

Consider this:

I have an entity - Meeting. Beneath Meeting, I have a child entity - Partner. The Partner entity represents companies who will attend the meeting. The Partner entity has a 1:N relationship with the Attendee entity which represents the individuals who will be attending the meeting on behalf of the Partner.

Based on the structure outlined above, I need to be able to go to the Meeting record, and create a list of the Attendees who are associated with the Meeting. How? I'm pretty sure I can do it with PowerBI, but in an ideal world, I'd like to be able to produce the report at the click of a button from the Meeting record.

Thanks!

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I have the same question (0)
  • sardar ahmed Profile Picture
    520 on at

    Hi,

    You can use power bi drill through report to view the attendees data from meeting record.

    Not sure, whether you will be able create the records from the report?.

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