Unanswered

Create a view with 3 or more tables

(0) Share

Report

Posted on by Community member

Is there any way within D365 Sales (or CS) to be able to create a view that has columns from 3 different (but related) tables? For example, list the contact name and address (all columns from Contact table), add in the contacts membership status and category (from the Membership table) and then add in the title and date of their last active post (from the Forum table). So it could look something like

John Smith 123 AnyStreet, YourTown, Active Gold Member Title 7/10/2023

Want to be able to just pull up the view and have it list all of these contact where there is an active post within the past 6 months but with data from 3 tables (as an example). I don't really want a PBI.

thanks

Categories:

Accounts or Contacts

All responses (2)

Answers (0)

Mahendar Pal 45,041 on at

Like (0)

Report

Create a view with 3 or more tables

HI,

Keep in mind you can only include fields from the parent entity while create view not from the child entity, for example while creating view for contact you can include fields from the Account entity as account is parent (Contact entity have account lookup).
Community member 14 on at

Like (0)

Report

Create a view with 3 or more tables

Hi,

You can create a view with this scenario with the necessary fields.

However as per your scenario, the membership table and address table should be related to Contact table. Contact table should be parent table for both address and membership table.

You cannot create a view if contact table is parent of membership and membership is parent of address.

Hope this helps. You can use both modern in-app personal view designer or maker portal view designer to achieve this. Make sure to select releated table when adding a column.

Below you can see we can add fields from multiple tables who are in relation with Student Course table.

Regards,

Narayan