Show me all the account who does not have activities in mscrm 2011 RRS feed

  • Question

  • Dear all;

    is there any way that we can make a view all the accounts who does not have an activity in mscrm 2011

    Wednesday, February 26, 2014 10:40 AM

All replies

  • Hi anwar_addi,

    I don't think there's a way to directly get that result using a single FetchXML in CRM 2011. You can, however, achieve this in two steps:

    1. Fetch all Accounts

    2. Remove all Accounts that have activities.

    Wednesday, February 26, 2014 11:35 AM
  • create two marketing lists

    first it's all account

    second it's all account with activity

    remove second list from first list

    this task from interview?

    Wednesday, February 26, 2014 11:47 AM
  • Here's an example of How to display Microsoft CRM records with no recent Activities.

    You can follow that example and get your requirement.

    If you don't want the Last Activity date, you can just have a Two Options attribute and only update it if the value is false. In that way, the Account record won't be updated everytime an activity is created.

    Wednesday, February 26, 2014 3:07 PM
  • you can create a report to implement it because i didn't find a way to implement this kind of query by fetch. the sql query as below:

    select Name from FilteredAccount a inner join FilteredActivityPointer p
    on a.AccountId!=p.RegardingObjectId
    where p.RegardingObjectTypeCode=1

    Thursday, February 27, 2014 2:16 AM