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At the moment we have a massive list of fields on the Account form that have a boolean to show if the Account has a product. There are also contract dates.
It has been there a long time and is clearly bad practice.
I would like to replace with a custom entity and a grid.
Sales and Marketing need to be able to identify Accounts that do not have a specific product. Potentially something like has this product but does not have that product etc.
I know that I can report on parent entities which have no child entities in a relationship since v9. However that seems to be all or nothing.
I can't see how they could easily do an Advanced Find that also incorporates a filter of the child records.
Does anyone have any ideas around how I can resolve this problem?
I could do something with PowerBI. I have the Crowe Editable Grid but am not sure f it can do such an advanced query. Would be good to be as native as possible.
Hi GordonJohnston, I hope you are doing good.
Have you tried doing a dashboard with an advanced find? If not follow this in order:
1. Create or edit a view in Dynamics 365 Customer Engagement (on-premises) | Microsoft Docs
2. Create or edit a chart (Dynamics 365 Customer Engagement (on-premises)) | Microsoft Docs
3. Create or edit system dashboards | Microsoft Docs
I would tell you the most critical part is when you have to create de advanced find query. What I suggest to you is when looking for an entity, look for Accounts, then add the entity column Product (make sure they have a relationship) and finally, use conditions and filters to refine the information you need to be displayed in a view.
Here info of how others are referencing entities:
Account Entity Reference (Dynamics 365 Customer Engagement) | Microsoft Docs
If this answers your question, check it as verified.
Thanks, and welcome to this amazing Microsoft Community.
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