Requirement:
We have a construct like entity1 - 1:n - entity2 - 1:n - entity3, and want to display data from entity1 in entity3 (form or list).
Example:
Opportunity 1:n Account
Account 1:n Contact (Primarry Contact)
Opportunity no relationship with Contact (Primary Contact)
So using Dynamics 365 CRM Advanced Find cannot retrieve fields of Contact to Opportunity list.
Solution:
XrmtoolBox + FetchXML
1. XML: Download
<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
<entity name="opportunity">
<attribute name="name" />
<attribute name="parentaccountid" />
<filter type="or">
<condition attribute="statecode" operator="eq" value="1" />
<condition attribute="statecode" operator="eq" value="2" />
</filter>
<filter type="and">
<filter>
<condition attribute="actualclosedate" operator="last-x-months" value="8" />
</filter>
</filter>
<order attribute="name" descending="false" />
<link-entity name="account" from="accountid" to="customerid">
<attribute name="primarycontactid" />
<link-entity name="contact" from="contactid" to="primarycontactid">
<attribute name="emailaddress1" />
</link-entity>
</link-entity>
</entity>
</fetch>
Result:
2. XrmToolBox:
- FetchXML Builder: Create XML
- Export To Excel: Export retrieve report to excel spreadsheet, work with FetchXML Builder