Hi
Requirement: the client is capturing data in multiple entities and using to create a record/case! But can’t run a report on the record as a whole.
The data is captured externally from crm on a form then imported via xml to the multiple entities mentioned.
There solution was to create a new custom entity that would have all the relevant fields from the multiple entities that were used to create the record/case.
Then export all of the data from the multiple entities and merge all to create a record/case to reimport to the new custom entity therefore creating all as new case/record that can be reported on.
There is also a concern for duplicate data (GUID/interaction no: )
Any ideas or suggestions on how to accomplish this would be greatly received
Ps. my first thought was to use SSIS package or Excel template?
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