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Customer experience | Sales, Customer Insights,...
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Audit History SSRS Report

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ReportReport
Posted on by 155

I want to generate an SSRS report that has information about contact fields : emailaddress1,parentcustomerid. The report should display old value,new value, updated by information. Please post any links or suggestion on implementing this.

Env : 2015 On-Prem 

trying to use this https://marcuscrast.wordpress.com/2012/01/14/dynamics-crm-2011-audit-report-in-ssrs/ but not sure how to retrieve lookup display names.

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  • Suggested answer
    tcardoso Profile Picture
    137 on at

    HI Itz_me_ram, 

    you have to use link entity for example a fetch below:

    <attribute name="name" />

       <attribute name="primarycontactid" />

       <attribute name="telephone1" />

       <attribute name="accountid" />

       <order attribute="name" descending="false" />

       <link-entity name="opportunity" from="parentaccountid" to="accountid" link-type="inner" alias="aa">

         <link-entity name="contact" from="contactid" to="parentcontactid" link-type="inner" alias="ab">

           <filter type="and">

             <condition attribute="contactid" operator="eq" value="@contactId" />

           </filter>

         </link-entity>

       </link-entity>

    other example you can use in powerbi =  LOOKUPValue(contacts[fullname],contacts[contactid],accounts[_primarycontactid_value])

    regards,

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