如何获取父帐户的每个子帐户的联系人
客户有一个自定义报告,他们希望为其添加 Dynamics CRM 4.0 的功能。 目前,该报告是从家长帐户运行的。 最终生成报告时,它会按行显示子帐户。 这些行中包含主要联系人职务、主要联系人姓名、次要联系人职务和次要联系人姓名列。这些列当前为空,但需要填充。 如何使用报告中的数据集查询填充这些字段?
基本上,查询将是“对于每个子帐户,选择联系人”,但我很难让它工作。
任何帮助将不胜感激。
谢谢
A client has a custom report that they want functionality added to for Dynamics CRM 4.0.
Currently, the report is ran from a Parent Account.
When the report is finally generated, it displays the Child Accounts in rows.
In those rows are columns for Primary Contact Job Title, Primary Contact Name, Secondary Contact Job Title, and Secondary Contact Name. These columns are currently empty but they need to be populated.
How can I populate these fields using a dataset query in the report?
Basically it would be query that would be For Each Sub Account, select the contacts, but I am having a hard time getting this to work.
Any help would be appreciated.
Thanks
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我认为最灵活的解决方案是使用 子报告,它允许您将参数传递给另一个报告/查询,然后将其与您的报告合并。在这种情况下,您将发送子帐户的 ID 作为报告参数。然后在子报告中构建查询以检索子帐户参数,并且可以访问作为变量传递的 ID(即 @ChildAccountID)
The most flexible solution in my opinion is to use a Subreport which allows you to pass a parameter to another report/query which then gets merged with your report. In this case you would be sending the child account's id as a report parameter. Then in the subreport you build your query for retrieving the child account parameters, and you can access the id you passed as a variable (ie. @ChildAccountID)