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Edgaras_DANP's avatar
Edgaras_DANP
New Member
9 years ago
Solved

CRM Dynamics Activity relationships

Hi,

 

Dynamics CRM allows creating Appointments on both Account record and Opportunities record.

I am not able to create a relationship between 3 of these records due to ambiguity between tables. 

 

 

I am trying to create a report showing which accounts received appointments and displaying they City field.  But due to the missing relationship between Appointment and Opportunity, appointments on opportunities are not displaying any account data. 

 

 

Appointments have these fields:

The main relationship identifier is RegardingObject.Id

RegardigAccount.Id ( contains data if created on account object)

RegardigOpportunity.Id ( contains data if created on opportunity object)

 

Fields I want to display:

Account[CityCountry]

Account[isCustomer]

 

  • Anonymous's avatar
    Anonymous
    9 years ago

    Hi Edgaras_DANP,

     

    You can click on the edit relationship to manage the active relationship.

     

    Notice: you should turn off current activated relationship, then turn on the other one.

     

    In addition, you can try to use USERELATIONSHIP function to choose which relation will be used in formula.

    Reference link:

    USERELATIONSHIP Function (DAX)

     

    Regards,

    Xiaoxin Sheng

     

1 Reply

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi Edgaras_DANP,

     

    You can click on the edit relationship to manage the active relationship.

     

    Notice: you should turn off current activated relationship, then turn on the other one.

     

    In addition, you can try to use USERELATIONSHIP function to choose which relation will be used in formula.

    Reference link:

    USERELATIONSHIP Function (DAX)

     

    Regards,

    Xiaoxin Sheng