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ReportHow can we get the count of Contacts list of a particular account in power bi of CRM D365?
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How can we get the count of Contacts list of a particular account in power bi of CRM D365?
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Hi Rishi,
Try following way
A)Take two tables accounts and contacts in power query
B)Take required column in account table and don't forget to take accountid and in contact table tale only contactid and _parentaccountid_value
C) Use group by feature of power quiery on contact table and and select count of contact id
D) merge table account and contact based on accountid and _parentaccountid_value
Additionally if you data is already loaded then you can use some DAX formulaes to get count
Regards,
NODAL
If you are on D365 On premise, you can use aggregate function Count to get the value of the record.
In Online, using FetchXML was most preferred option, however we have a limit of retrieving max. 5000 records only.
Check:https://crmchartguy.com/2017/09/30/use-fetchxml-in-power-bi-with-dynamics-365-customer-engagement/
You can also check Power Query (M) builder available in XMLToolbox if that suits you.
Hope this helps.
Is there any other way other than fetch xml?
Hi,
Connect with Dynamics crm in Power bi and create fetch xml to get contact count based on account which you can show in Power BI.
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Mohamed Amine Mahmoudi
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