Microsoft Dynamics CRM (Archived)

Creating a view Using Multiple Entities

(0) Share

Report

Posted on by Vishwarath

Hello all,

I want to create a view from two different entities.

Is it possible in Dynamics CRM ??

If so can you pls Explain it.

Thank you in advance

Regards,

Vishwarath

*This post is locked for comments

I have the same question (0)

All responses (4)

Answers (1)

Suggested answer

PranavShroti 4,510 on at

Like (1)

Report

No way of doing this OOB.

Option 1: Create a new WebResource which will consolidate records in a single view

Option 2: Create a Report to consolidate records

Option 3: Create a dashboard having three views configured stacked one on top of the other.

Option 4: Create a new custom entitiy. Run a WF/Job to fill that entity every few hours. - Performance will not be very good in this.

Option 5: Using SDK create a new windows program. Consolidating three entity records.

Regards,

Pranav

If found useful, please mark the answer as verified

Was this reply helpful? Yes No
Community Member on at

Like (1)

Report

Yes it is possible if they are related with N:1 relationship.

Create a view on the based of one entity and add the columns of that entity as well as other entity's using regarding feature.

Was this reply helpful? Yes No
Verified answer

gdas 50,091 Moderator on at

Like (1)

Report

Hi Vishwarath,

Yes you can create view for multiple entities but there is a limitation like you can only show the entity which having 1: N relationship(relationship with lookup) . Lets say you are creating view in case entity . So a case record can only associated with one single customer Contact (1): Case (N).

In that case you can create a case view with contact fields as well ,once you created the view go to "Add column" and select the related entity Contacts , and then select the fields and click on Ok, save and publish all customization.

Was this reply helpful? Yes No
Vishwarath 96 on at

Like (0)

Report

perfect answer.

Thank you

Was this reply helpful? Yes No