Sign in
Microsoft.com
 
Microsoft
 
 
 
Microsoft >
> 
> 
> 
CRM 2011 - Advanced Find to Check Activities Against Lead

Answered CRM 2011 - Advanced Find to Check Activities Against Lead

  • Thursday, February 21, 2013 5:39 AM
     
     
    Sign In to Vote
    0

    Hi Forum,

    Need your help to solve this puzzle !!!

    My business logic : Get all the leads which activities hasn't been looked into prior to last 3 months and one of the Lead date field is in next 3 months (see below image).

    so if today is 21 Feb 2013, I want all the leads which activities haven't been touched prior to 21 Nov 2012.

    When I constructed below simple Advanced Find, results were not correct as it includes Leads with activities which 'Last Updated' dates were after 21 Nov 2012.

    Can someone please have a look into this and advise me accordingly. My understanding is when any activity record gets updated, "Last Update" fields gets updated with that time stamp which

    one can query in Advance Find. Also, 'Last updated' field sits at "Activities" entity level rather than at individual activity like Phone call, Task,Email etc....so by theory it should work !!!!

    Thanks for your time.

    H.Desai

     

All Replies

  • Thursday, February 21, 2013 8:10 AM
    Answerer
     
     Answered
    Sign In to Vote
    0
    To query all activity types use "activity party" in the related entities. For the conditions, the condition you placed should work. If not, use two conditions with "and" operator: Last updated on or before some date AND Last updated on or after an early date such as 2000/01/01!

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

     
  • Thursday, February 21, 2013 9:42 PM
     
     
    Sign In to Vote
    0

    Hi Payam,

    Thanks for your reply but that didn't work. I think activity party is the entity which holds to,cc,bcc values and doesn't have any Last Updated field.

    Regards,

    H.Desai


    • Edited by H.Desai Thursday, February 21, 2013 9:42 PM
    •