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Advise on how to create a view in D365 CRM with a group by parent subject

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We are trying to create a view where it only show cases group by parent subject. This view will be used for the CRM dashboard, by default you can only show all the subject in chart but group by parent subject is not an option.

pastedimage1666830074809v1.png

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For example (The typical view in CRM Cases)
CASE 1 - SUBJECT 1 - PARENT SUBJECT A

CASE 2 - SUBJECT 2 - PARENT SUBJECT A

CASE 3 - SUBJECT 3 - PARENT SUBJECT B

and so on.

What we are trying to achieve

PARENT SUBJECT A - 2 ACTIVE CASE

PARENT SUBJECT B - 1 ACTIVE CASE

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Maybe someone can help or explain on how to do it. Thank you!

  • Daisy J Profile Picture
    Daisy J on at
    RE: Advise on how to create a view in D365 CRM with a group by parent subject

    Hi Bipin,

    This was very helpful, I did a few tweaks on his code to cater my expectation and had my output perfectly publish on D365 CRM now. Thank you!

  • Verified answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: Advise on how to create a view in D365 CRM with a group by parent subject

    Hi,

    Please check below article on how to create chart in CRM based on fetchxml from fetchxml builder tool

    crmchartguy.wordpress.com/.../

  • Daisy J Profile Picture
    Daisy J on at
    RE: Advise on how to create a view in D365 CRM with a group by parent subject

    Hi Steve Zhao2,

    I've managed to do what is my expected view/output on the FetchXML XrmToolBox

    pastedimage1666871530763v1.pngpastedimage1666871544847v2.png

    But did not know how to proceed and use this FetchXML as a view for our CRM Dashboard.

  • Suggested answer
    Steve Zhao2 Profile Picture
    Steve Zhao2 on at
    RE: Advise on how to create a view in D365 CRM with a group by parent subject

    Hi Daisy J,

    If you want to use group up in the view, you could modify the FetchXML of the view. (FetchXML builder is an easy tool to do this.) FetchXML Builder  · XrmToolBox

    Here is the doc how to use group by in the fetchXML.

    Use FetchXML aggregation (Microsoft Dataverse) - Power Apps | Microsoft Learn

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