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Hi Friends,
Is it possible to extract the user notes in POST section. I want to create a report that will see the post of user in a case. Including time/Date.
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Hi Cloud92019,
According to all available fields for post entity in doc,
It seems that each post record is related to a specific entity record and there is no regardobjecttype field to show us which type of its parent regard entity type is, and filter is limited in advanced find However, I remembered that I could get regardentity name in retrieved dataset, you could add it as column into report table, and try to make a customization filter in fetchXML to test whether it would work, that is as far as I have known.
Regards,
Leo
Thanks Leo. But is it possible to pull out the post of user for a particular case? like for example. For 1 case, user 1 have 3 posts on the case. while user 2 has 5 post in the casE?
Hi Cloud92019,
Of course you can make a report with your requirement,
however, download SSRS tool to build a custom report is necessary, because some fields for post entity such as post content and the record that the post attached to are not OOB in ReportWizard.
3.Install and build custom report, those 2 articles are very clear and detailed for readers.
You'll paste the fechXML code into a textarea called query.(Just follow steps in the articles)
Install:
Build:
https://readyxrm.blog/2018/07/24/how-to-create-your-first-dynamics-365-ssrs-report/
5.Result in CRM:
Report:
Regards,
Leo
Hi,
Similar scenario is happen in these forum . Please Check it might be helpful for you.
From these post you have get both auto post and User post for that you have to provide filter:
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