Tuesday, February 21, 2012

Reporting off of MS CRM tying Notes entity to Opportunity entity

I am trying to create an opportunity report that includes notes from the notes entity. Unfortunatly, when I pull the fields from the notes entity into my reports, it seems there is no way to tie the notes to specific opportunities or accounts that they are associated with and I get all notes under the first item listed on my report. Is there a way to link data sets like Access lets you link tables?

Hi Lat,

MS CRM discussions occur in newsgroups rather than the forums. You can post your question there using the following link:

http://www.microsoft.com/Businesssolutions/Community/Newsgroups/dgbrowser/en-us/default.mspx?dg=microsoft.public.crm&lang=en&cr=US)

-Lukasz

|||Thanks much!

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