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.
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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!
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!
Hi,
Please check below article on how to create chart in CRM based on fetchxml from fetchxml builder tool
Hi Steve Zhao2,
I've managed to do what is my expected view/output on the FetchXML XrmToolBox
But did not know how to proceed and use this FetchXML as a view for our CRM Dashboard.
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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