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How to a create a CRM Marketing List from SSRS report data or how to get the count using Fetch XML?

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Posted on by Community Member Microsoft Employee

Hello Experts,

I have a requirement a creating a CRM Marketing list using a filter criteria of count(Accounts having only one Opportunity within some time period), is there a way to do this without having to create a Roll Up field or writing any tool. Also, is there a way to create a Marketing List from SSRS report data.

Any ideas would be appreciated!

TIA
Sunny

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Community Member Microsoft Employee on at

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RE: How to a create a CRM Marketing List from SSRS report data or how to get the count using Fetch XML?

Hello Adrian,

Thank you for your response. My problem here is that I need to count the number of Opportunities under an Account which we can not do using FetchXML, I have one SSRS report which can do the same and I want to read all those Accounts from the report and create a Marketing List.

Thanks
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Adrian Begovich 1,014 Super User 2024 Season 2 on at

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RE: How to a create a CRM Marketing List from SSRS report data or how to get the count using Fetch XML?

Hi Sunny Kadali,

You can create a marketing list programmatically using the FetchXML query from your SSRS report. An example of this can be found here.

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