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

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Posted on by Daisy J

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!

Categories:

Customization / Solutions / SDK and API

Dynamics 365 Administration

Other Functionality

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Daisy J on at

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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!
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Bipin D365 28,962 Moderator on at

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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 on at

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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

But did not know how to proceed and use this FetchXML as a view for our CRM Dashboard.
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Steve Zhao2 on at

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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