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Customer experience | Sales, Customer Insights,...
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Datasouces of User Contact, Department and Location info from CRM

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Posted on by 5

Hi All

I am newbie for CRM and works with CRM database first time.

I am looking for datasources for following entities (user, department and location) columns and can relate each other with column key like departmentcode & locationcode.

I have done some intitiatives to find/map them thru dependancy and reference column keys (primary & foreign) using SQL queries. But it is quite diffucult to find/map  the columns due to CRM structure. 

User Columns
employeeID
AccountName
firstName
lastName
managerEmployeeID
managerSamAccountName
positionTitle
positionID
departmentCode
locationCode
phoneMobile
costCentre
userType
startDate
endDate
status

Department Columns
departmentCode
departmentName
parentCode
status
effectiveDate
departmentLevel

Location Columns
locationCode
locationlocation
streetAddress
suburb
city
country
postCode

Is some one can help/guide with to locate above datasources in CRM database. CRM version is 2016.

Thanks in Advance 

I have the same question (0)
  • Bipin D365 Profile Picture
    28,985 Moderator on at

    Hi,

    What are your requirements?

    Department & Location are custom entity in CRM. User OOB entity.

    You have already identified the column to join with. You were able able to write sql query.

    What help do you need? If possible share some screenshot to understand your requirement clearly and provide guidance.

    If you have access to SQL, you could write query and execute to get the result. If you want to see these data from CRM UI then advanced find is best tool to check that.

    If found helpful, Please mark my answer verified.

  • SQLHoncho Profile Picture
    5 on at

    Thanks Bipin appreciate quick reply...

    These are 3 views i want to create so looking for data sources (data points)  from CRM database for columns of views.

    I found contact table and filtered views but like said above could not map them.

    "If you have access to SQL, you could write query and execute to get the result. If you want to see these data from CRM UI then advanced find is best tool to check that."  - well that's why I asked Q in the forum for help with SQL for view's columns.

    Looking forward to have assistance.

    Hope this clarify your Qs.

  • SQLHoncho Profile Picture
    5 on at

    Is anyone can help with my problerm?

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