Question

我正在尝试在CRM 2011的报告中使用CRM CRMAF过滤器。但我找不到任何有关如何执行此操作的示例。需要将查询更改为过滤报价以及需要添加哪些参数。

SELECT           Quote.QuoteNumber, Quote.Name, Quote.CreatedOn, Quote.CustomerIdName, Quote.OwnerIdName, SystemUser.Address1_Telephone1, 
                         SystemUser.InternalEMailAddress, Quote.Name AS Expr1, Quote.BillTo_Line1, Quote.BillTo_Line2, Quote.BillTo_Line3, Quote.BillTo_StateOrProvince, 
                         Quote.BillTo_PostalCode, Quote.BillTo_Telephone, Quote.BillTo_Fax, QuoteDetail.LineItemNumber, QuoteDetail.Quantity, QuoteDetail.ProductId, 
                         QuoteDetail.ProductDescription, QuoteDetail.BaseAmount, QuoteDetail.ExtendedAmount, Quote.DiscountAmount, Quote.TotalTax, Quote.TotalAmount, 
                         Quote.RevisionNumber
FROM            Quote INNER JOIN
                         QuoteDetail ON Quote.QuoteId = QuoteDetail.QuoteId INNER JOIN
                         SystemUser ON Quote.OwnerId = SystemUser.SystemUserId

Answer 1

以下是您可以参考的一个参考： http://blogs.msdn.com/b/crm/archive/2009/03/06/microsoft-dynamics-crm-pre-filtering-tips.aspx

您最终会使用CRM为每个实体创建的特殊过滤视图。

SELECT name, accountnumber 
FROM FilteredAccount as CRMAF_Account

另一个参考： http://msdn.microsoft.com/en-us/library/gg309722

CRM 2011中的CRMAF过滤

1 个答案: