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Contains Data Not Working

الإجابة Contains Data Not Working

  • Wednesday, February 13, 2013 4:28 AM
     
     
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    I am trying to identify all accounts that DO NOT have contacts associated with them in the CRM system I inherited (MSFT CRM 2011). When I try a view Parents (Contacts) "contains data" it works (only lists accounts with contacts), when I do "Does not contain data" is does not work showing no accounts. How do I use views to find accounts with no assigned contacts? Thank you.
     

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  • Wednesday, February 13, 2013 4:55 AM
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    You can't do this type of query in CRM with Advanced Find.

    You could get the results with a Marketing List.

    1. Create Marketing List  of Accounts
    2. Add All Accounts using Advanced Find (Manage Members)
    3. Use Advanced Find to Remove Members
    4. Do your same query to Find Accounts with Contacts

    The result should be Account records with no Contacts

    Jason Lattimer
    My Blog -  Follow me on Twitter -  LinkedIn

     
  • Wednesday, February 13, 2013 5:18 AM
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    Hi,

    In addition to JLattimer's answer consider these solutions also:

    1- You could create a field such as flag, when a contact created, this flag change would be changed to yes on account. However, on delete of the contacts you should distribute a workflow from parent account of the contact to all existing contacts on that. Then, check a required field. If no contact exists for the account, check the flag to no. This procedure could be done using plugin more efficiently. The plugin is no so complicated for this problem. Refer to SDK or this link for more info.

    2- You could build a SQL report for you purpose. Because it uses SQL queries, and it could do this job well. Then import the created .rdl file to CRM. This solution does not need to manipulate data.

    If the answer helped you, remember to mark it as answer.