CRM 2011 How to select the related entity fields in Advanced Find

Question

I am using CRM 2011 Advanced Find on Account Entity to find the Incident CreatedOn Date where Incident is connected to Account.

But when I go to Edit columns it does not give me option to select the Incident CreatedOn Date (Because Advanced find query is on Account Entity). Is there any way to select the Related Entity fields on in search.

Answer 1

You wont be able to add the Incident.CreateOn in the Edit Column from the Account entity as you can only add lookup fields (resulted from a N:1 relationship between account and the other entity).

As the Account and Incident have a 1:N relationship, you should be able to add the account column to the Incident columns as stated by Pedro Azevedo. The image below shows you how to do it:

Notice that the Record Type will show you a list of the lookup fields you have in the Incident entity and to which entity is relates to - in this case, Customer is the relationship name in the Incident entity and Account is the related entity.

Cheers, dimamura

Answer 2

Try do this in Incident Entity. You can filter and add columns in both entity.