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How to have multiple N:N Criteria for Dynamic Marketing Lists (or Advanced Find)?? RRS feed

  • Question

  • Hi All,

    Situation: I have a custom entity called 'Interests' that has an N:N relationship with Contacts/People. On the Contact Form in a sub-grid I can add 'Interest' against a Contact/person. E.g. I may tag a person with an Interest in 'Smallcaps' and also an Interest in 'Software Services'. Some people may have have only one of those two tags, some may have none, some both.

    Question: How on earth do I get a Dynamic Marketing list to give me only contacts/people with both tags, not people with one or the other or both...?

    Surely must be possible....

    These two links with info sound like it's exactly what i need, but doesn't seem to work. It seems to be resulting in giving people with one tag OR the other tag OR both...?

    http://survivingcrm.com/2013/06/advanced-queries-with-advanced-find/

    https://social.microsoft.com/Forums/en-US/7e5ed547-c933-46cf-843b-f92aab6b6689/2011-advanced-find-and-and-conditions?forum=crm (DavidJennaway post)

    Thank you in advance for any insight/help you may be able to provide

    CRM Version: 365 Online

    Thursday, November 9, 2017 6:32 AM

All replies

  • you may need to join the contact with interests twice and have conditions for each seperate

    If my response answered your question, please "mark the response as an answer" and also "vote as helpful". Regards, Hari. www.crm2011byhari.blogspot.com

    Friday, November 10, 2017 5:53 AM