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Customer experience | Sales, Customer Insights,...
Suggested Answer

Object IDs on Forms and into Reports

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Posted on by 15

I'm new to Dynamics having used Salesforce for 18 years - why can I not add the object ID (like lead ID ) to the form (page view) and why can I not add an object ID to a report when having related objects. So apprecaite Lead ID is in URL and that exports have the main object's ID but if I have a lead report and resulting opportunity I cannot add the opportunity ID to the report. Or the account ID to a contact advanced find (report export).

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  • Suggested answer
    Abdul Wahab Profile Picture
    12,119 Moderator on at

    Hi Ian D,

    Every system has its own ways of resolving problems...

    1. why can I not add the object ID (like lead ID ) to the form (page view)
      1. You can not use Object ID directly but you can create a new column, populate it (use power automate, plugins, workflow, action, e.t.c) and then use it on the form.
    2. why can I not add an object ID to a report when having related objects?
      1. Can you please elaborate on it more?
    3. if I have a lead report and resulting opportunity I cannot add the opportunity ID to the Report.
      1. I am afraid Why you can not add it to the report (SSR report). Please share the approach of the report.
    4. the account ID to a contact advanced find
      1. You can grab the account id using fetch XML builder. If you need it in CRM you need to follow the answer to point number 1.

    If I answer your question then please mark it as verified.

    Let me know if I can provide you with more details.

    Thanks
    Regards,

    Abdul Wahab
    Power Platform & Customer Engagement Developer/Lead/Solution Architecture/Project Manager
    Direct/WhatsApp:+923323281237
    E-mail: abdulwahabubit@outlook.com
    Skype: abdul.wahabubit
    Linkedin: www.linkedin.com/.../

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