Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people, just like you, are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
Solved

Microsoft Dynamics CRM Advanced find

Posted on 2014-01-15
3
598 Views
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,
0
Comment
Question by:ACUIWebDeveloper
  • 2
3 Comments
 
LVL 29

Expert Comment

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.
0
 

Accepted Solution

by:
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.
0
 

Author Closing Comment

by:ACUIWebDeveloper
ID: 39843912
No actual solution specified because it was not available.
0

Featured Post

Free Tool: Port Scanner

Check which ports are open to the outside world. Helps make sure that your firewall rules are working as intended.

One of a set of tools we are providing to everyone as a way of saying thank you for being a part of the community.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

User Beware!  This is a rather permanent solution to removing your email from an exchange server.  The only way to truly go back is to have your exchange administrator restore your mailbox from backups.  This is usually the option of last resort.  A…
Technology opened people to different means of presenting information, but PowerPoint remains to be above competition. Know why PPT still works today.
Viewers will learn how to maximize accessibility options in an Excel workbook for users with accessibility issues.
The viewer will learn how to create a normally distributed random variable in Excel, use a normal distribution to simulate the return on an investment over a period of years, Create a Monte Carlo simulation using a normal random variable, and calcul…

839 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question