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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Advanced Find based on...
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Advanced Find based on three Entities

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Posted on by nickmangioros 460

Hi,

I would like to perform the following results from a query either in CRM or SQL directly

Select all the Active Contacts (Contact ENTITY) email addresses from active Accounts (Account ENTITY)   excluding a country that do not have a contract (Contract ENTITY)

so results should be similar to

Company 1      Contact 1 email address
                        Contact 2 email address

Company 2      Contact 3 email address

Company 3      Contact 4 email address
                        Contact 5 email address

How can this easily be achieved.

Any help is greatly appreciated.

  • nickmangioros Profile Picture
    nickmangioros 460 on at
    RE: Advanced Find based on three Entities

    Thanks for your quick reply

    My answers to your 1questions:

    # 1.  The main Entity I want is Contacts

    # 2 . Account has a relationship with Contract

           Contact has a relation ship with Account

          Country was not an entity, it is a field in the Accounts entity  (Country/Region)

    # 3,  I am not working with Leads, only contacts.

           Hope this clarifies.

    Thanks

  • LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: Advanced Find based on three Entities

    Hi partner,

    According to your description, there are some questions.

    1.Which the main entity do you want to query for? Leads or Contact?

    2.In OOB D365, Lead has no relationship with contract, and there is no such entity named "country", so did you add custom entity and create relationship between contract and "country"?

    3.Lead could be qualified to account and contact, so what's the relationship between the contact, account and lead in your case?

    Could you kindly share more information and your scene so that we could help you better?

    Regards,

    Leo

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