Product ID is not pulling through in segments/reports?

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Posted on by thecharwest

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I'm trying to make a segment which includes a condition on the opportunity product where "Product ID begins with A", but the results aren't pulling through. When I run a report on Product ID, I can see the field is always blank, and I don't understand why?

Has anyone had a similar issue or knows how to query against the product ID properly?

Thanks in advance!

*Edit: I now realised Product ID is not an OOTB field. It is a simple single line of text field. I'm still not sure why it will not pull through the info.

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Nya 29,060 on at

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Hi,

GUID cannot be used as a condition of a segment or Advanced Find by design.

You can build a fetchXML with the GUID as its condition and then insert it into a report.

It is recommended to build the fetch with FetchXML Builder in XrmToolBox.

But the operator of the fetch to GUID cannot be begin with or like.

Here is an example:

And here is the documentation about how to create a fetch-based report.

Create a new report with SQL Server Data Tools in Dynamics 365 Customer Engagement (on-premises) | Microsoft Docs

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thecharwest 221 on at

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Hello Nya,

Sorry, I'm not referring to the GUID, I'm referring to a custom field in our system called Product ID. Apologies, I thought it was OOTB but just checked and realised it's custom!

Is there any reason a custom text field would not pull through information in a report anyway??

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Nya 29,060 on at

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Hi,

Would you specify which entity this field belongs to?

Have you added the entity into Dataset configuration?

If not, please navigate to Settings > Data management > Date configuration, tick the entity in the list and publish changes.

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thecharwest 221 on at

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Hello,

Thanks for your reply. It is on Opportunity Product, and I can confirm it is in the dataset:

I can include the query line in the segment, it's just the field is always blank (as shown in a report I pulled), so the query isn't working properly. I just don't understand why it's blank.

Here are some screen shots to hopefully demonstrate what I mean:

This is the Product ID as it's shown in both the admin side and on an Opportunity:

I can add the field to a segment like so:

But you can see from this report that the field is always coming up empty when queried:

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Nya 29,060 on at

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Hi,

I have tried to reproduce your issue with segment.

And here is my result:

The contact of the opportunity can be filtered out normally.

Have you checked that the relationship between Contact and Opportunity you chose is correct?

It should be Opportunity -> Contact(Contact(parentcontactid)).

When creating a report, here is my filter:

The condition Product ID begins with A should be set in the condition of Opportunity’s related entity instead of Opportunity Line (Opportunity Product) individually.

The layout is designed like:

The result of the report:

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thecharwest 221 on at

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Hi Nya - I think that's working for me now. I might have just been building the segment in the wrong way but your demo helped me. Thanks!

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