Zahara Hirani, MCAD
Crowe Chizek and Company LLC
October 4th, 2007
http://www.crowecrm.com
Darren was going to provide more detail on showing multiple entity data within a view, but Zahara beat him to the punch…
Did you ever have to create an SRS report because you couldn’t display data across multiple entities using advanced find? With the new Titan (CRM 4.0) release, you will be able to return data from multiple entities to create Advanced Find Views where the entities have a One-to-One or a Many-to-One (you can go from a “child” to a “parent” but not from a “parent” to a “child”) relationship.
Below is an example of how to do an advanced find using Titan to retrieve account and opportunity data for accounts in Indiana having open opportunity with a closing probability of 70 percent or more estimated to close this month.
(all thumbnaill images can be clicked to see a full size image)
1. In IE, navigate to the CRM website.
2. From the Top menu Bar, Click on Advanced Find.
3. This should open a pop- up window of Advanced Find.
4. Enter the criteria for selecting records.
5. Click on the Edit columns button from the top-center menu bar.
6. This should open a pop-up window to select which columns need to be displayed when the advanced find is executed.
7. From the Right Pane, click the Add Columns button.
8. This should open a pop-up window with an entity dropdown list and a grid of columns associated to that entity.
9. Select ‘Opportunity’ from the entity dropdown list and check the estimated revenue owner, potential customer, probability, and topic.
10. Now select ‘Potential Customer’ from the entity dropdown and check the Account Number and City from the data grid.
11. Click Ok.
12. Edit the Column display order to best fit the users need.
13. Click Ok.
14. Click the Save button so as to save the view.
15. Click Find.
16. The results returned should give you Indiana Account with Open Opportunity estimated to close this month with a closing probability of 70 percent or higher.
NOTE: If you try to create the view with the Account as the starting Look up entity, you will not find opportunity as an entity to retrieve data for. This is because the relationship between Account and Opportunity is a One-to-Many and not a Many-to-One or One-to-One.
Zahara Hirani, MCAD is a Microsoft CRM developer at Crowe Chizek (www.crowecrm.com) Zahara currently focuses on .NET / SQL / SRS development on the Microsoft Dynamics CRM 3.0 platform.
