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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / CRM 2015
Customer experience | Sales, Customer Insights,...
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CRM 2015

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Posted on by daniel.fountain@wil... 14

Hi,

I am looking the database.  For example if i look at the opportunity entity on advanced find - if someone adds a field from the company screen it shows (Account) (Company) after the column names.

I think the "account" is the physical name and the "company" the the logical name of the entity OR potentially its something to do with the relationship.

Either way i cannot find out anything in the database that shows these mappings (basically trying to find something that relates "Account" to "Company".  Anyone got any ideas where i can find this?

Dan

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  • sdfasdf Profile Picture
    sdfasdf 840 on at
    RE: CRM 2015

    Hi Dan,

    I'm glad you don't intend to work directly on the database

    As far as your scenario, where the column header says "Owner (Account) (Company)", I have never seen something like this. If I add the related account's owner to the opportunity list, this is what I get:

    pastedimage1586957987495v1.png

    "Proprietário (Conta)" means "Owner (Account)".

    Could you please share the FetchXML from the Advanced Find query you're using?

    Finally, the display names for attributes can be edited at: Settings > Customizations > Customize the System > pick the entity you want > Fields > pick the desired field.

  • daniel.fountain@willistowerswatson.com Profile Picture
    daniel.fountain@wil... 14 on at
    RE: CRM 2015

    Hi,

    Thanks again.

    First some further clarification.  I am not planning on changing ANY data in SQL - this is purely trying to understand the field names to be able to convert advanced find fields to SQL easier.

    What i don't understand is that your examples are not matching what i am seeing.  So if someone (from the opp advanced find) selects "Owner" on the Company data - the column header doesn't say "Owner (Account)" or even "Owner (company)".  It says "Owner (Account) (Company)" which is what i don't understand.  Why two things in brackets and what do they each mean?  And then where can i find out in the database some kind of conversion to what table this data is coming from.

    Dan

  • Suggested answer
    sdfasdf Profile Picture
    sdfasdf 840 on at
    RE: CRM 2015

    Hi Dan,

    Thanks for the clarification. When you edit a view by adding a column from a related entity, the column header will always be in the format "[Related entity's attribute name] ([Lookup field name])". This format is controlled by the application and cannot be changed. So if you want to have control over this text, all you can do is edit the related entity's attribute name and/or the lookup field on the original entity.

    Let me give you an example: suppose you're editing an Opportunity entity view by adding the "Account Name" attribute from the related Account. In this scenario, the column header will say "Account Name (Account)". If you wanted it to say for example "Company Name (Related Account)", you should edit the "Account Name" attribute's display name on the Account entity, as well as the Account lookup field's display name on the Opportunity entity.

    I would strongly encourage you to explore these settings directly within the UI, using the metadata features and customization options offered by CRM rather then going directly to the database. Working directly on the database for the scenario you're sharing is wildly unsupported by Microsoft.

    I hope it helps!

    Thanks

  • daniel.fountain@willistowerswatson.com Profile Picture
    daniel.fountain@wil... 14 on at
    RE: CRM 2015

    Hi.

    Thank you for that.  Unfortunately I think my badly worded request has sent you down towards the wrong answer.

    I am trying to find somewhere within the database where the words

    "Account" and "Customer" are shown together.    I cannot find anywhere in the database that shows this.  To clarify its not just this combination i am looking for but all the combinations.

    Many thanks

    Dan

  • sdfasdf Profile Picture
    sdfasdf 840 on at
    RE: CRM 2015

    Hi Dan,

    When you add a related field in Advanced Find, you're basically doing a JOIN operation on the SQL side. Account is the entity name, whereas Company is the attribute name.

    From a SQL perspective your example would be something like this:

    select opp.Topic, acc.Name

    from FilteredOpportunity as opp

       join FilteredAccount on opp.CustomerId = acc.AccountId

    Please bare in mind though that accessing the database directly is not supported by Microsoft, unless you're creating SQL-based reports and using the Filtered Views like the example I demonstrated above.

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