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Microsoft Dynamics CRM Advanced find

Posted on 2014-01-15
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Last Modified: 2014-02-08
I need help creating a report.  On our website, we ask demographic questions of our users.  These are stored as a separate forms record.  My issue is that I cannot figure out how to pull both the contact information I need (First name, Last name, Institution, email, and primary phone number) as well as the questions and their respective answers.  I can get one or the other but not both on one report.

Ideas?  Suggestions?  Questions?

Thanks,
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Question by:ACUIWebDeveloper
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by:Feridun Kadir
ID: 39782250
Am I right in thinking you have a contact (or user?) record that has linked to it multiple questions and answer records?

If so, then there must be a linking field from the q an a record to the contact. In Advanced Find, run the query of the Q and A record. Then when you select Add Columns click in the drop down at the top of the windows (Record Type) and then select the parent record type, contact. Then you will see contact columns which you can add to the results view.
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ACUIWebDeveloper earned 0 total points
ID: 39830531
Our System Administrator figured it out on his own, but does not remember what he did exactly to make it work. So, unfortunately, the answer is not available for posting. Thanks anyways for all comments.
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Author Closing Comment

by:ACUIWebDeveloper
ID: 39843912
No actual solution specified because it was not available.
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