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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / CRM 2015 building an a...
Microsoft Dynamics CRM (Archived)

CRM 2015 building an activity report - combining activities.

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ReportReport
Posted on by Community Member

Would it be possible to build an activities report that includes both the regular appointments as well as any logged as task etc and emails etc?

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  • Verified answer
    Dhaval mistry Profile Picture
    Dhaval mistry 810 on at

    You can develop using out of box CRM Report tool (Report Wizard) or using SSRS you can develop any complex report.

    1. Report Wizard : http://www.dynamics101.com/2014/09/reporting-capabilities-dynamics-crm-2013/
    2. Custom Report using FetchXML: http://blogs.msdn.com/b/crm/archive/2010/10/26/how-to-creating-custom-report-with-microsoft-dynamics-crm-2011-bids-fetch-extension.aspx

    https://dynamicscrmgirl.wordpress.com/2014/06/29/crm-2013-ssrs-report-and-sub-reports/

    1. Custom Report using SQL:  (update you with steps) 

    OR CRM also offer out of box Activity Report. Kindly review if its work for you then you dont  need to develop

    Please mark suggested answer if it resolve or guide you.

  • Songtao Lin Profile Picture
    Songtao Lin 10 on at

    One SQL statement:

    select b.ActivityCount, Entity.PhysicalName, b.ActivityTypeCode

    from Entity

    join (select ActivityTypeCode, count(ActivityTypeCode) as ActivityCount from ActivityPointer group by ActivityTypeCode) as b on Entity.ObjectTypeCode = b.ActivityTypeCode

    using 'Union' to do:

    select 'All Appointments', Count(*) from Appointment
    Union
    select 'All Tasks', Count(*) from Task
    Union
    select 'All Emails', Count(*) from Email

  • Community Member Profile Picture
    Community Member on at

    Where do i stick this SQL statement?

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