Hi all,
is there a way to use an associated activity view in Dashbords?
Challenge:
I have a Dashboard named "Key Account Opportunities"
In one list are all opportunities from our key accounts. Now I would like to add an additional list with all open activities related to this accounts, sub-accounts, related contacts, etc (like the result in the associated view of the parent company).
Is this possible? Maybe by manipulating the FetchXML?
Regards
Chris
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Hi,
thx for your answers.
@Arif: Do you have any example for me?
The definition of the opportunities view looks like this:
<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false" >
<entity name="opportunity" >
<attribute name="name" />
<attribute name="parentaccountid" />
<attribute name="ownerid" />
<attribute name="closeprobability" />
<order attribute="new_estimatedstartdate" descending="false" />
<filter type="and" >
<condition attribute="statuscode" operator="in" >
<value>1</value>
<value>2</value>
</condition>
<condition attribute="parentaccountid" operator="in" >
<value uiname="abc" uitype="account" >{88E798C3-98C3-E611-80EA-C4346BAD1258}</value>
<value uiname="def" uitype="account" >{33BA91CF-98C3-E611-80EA-C4346BAD1258}</value>
<value uiname="ghi" uitype="account" >{C6BA336C-98C3-E611-80EA-C4346BAD1258}</value>
<value uiname="jkl" uitype="account" >{39BB336C-98C3-E611-80EA-C4346BAD1258}</value>
<value uiname="mno" uitype="account" >{AB200CA5-98C3-E611-80EA-C4346BAD1258}</value>
</condition>
</filter>
<attribute name="opportunityid" />
</entity>
</fetch>
Now I want all activities related to this accounts, sub-accounts, contacts, etc. in one list.
Create View same as Associated activities and use in Dashboard
or you can enable Interactive Dashboard and use
Hi,
Dashboards are not contextual to a single account - but you can show chats and views on an account record - so I would recommend the user open a specific account and then view the data that they need.
Power BI gives you the option to contextually filter by specific accounts - but that is a completely different approach to CRM dashboards and is much more involved.
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