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Advanced Find for Marketing List Members

Question
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Hi -
Is it possible to create an advanced find that will return all members (Contacts) that belong to List 'A' AND List 'B'?
Thanks in advance.
Wednesday, June 26, 2013 10:56 PM
All replies
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Hi,
try below.
1. Go to Advance Find for Contact entity.
2. In the 'select' dropdown --> select marketing list from 'Related'
3. Add condition where "Marketing list equal - your lists"
Hope this helps
Cheers,
H.Desai
Thursday, June 27, 2013 12:15 AM -
Hi -
That works if the grouping condition is "OR": All contacts where Marketing List equals "Marketing List A" OR equals "Marketing List B", etc.
If the grouping condition is "AND", it returns nothing: All contacts where Marketing List equals "Marketing List A" AND equals "Marketing List B", etc.
Try it yourself.
Thursday, June 27, 2013 1:19 PM -
I thought I found the answer here:
But when I try it, it runs for a few minutes but the results are the same as if I had grouped with an "OR".
Has anybody been able to accomplish this through advanced find?
- Edited by Eric_Blanco Thursday, June 27, 2013 2:35 PM Follow up
Thursday, June 27, 2013 2:27 PM -
Hi,
You are right. I trid with "And" which fetched me 0 result. This is really strange because so far I have been using advance find for other entities
in same manner. Not sure if it is a bug or just doesn't work where marketing list is involved.
An eye opener. :)
Apologies for posting solution without testing. Will dig in more to see if there is any way around to this issue.
Cheers,
H.Desai
Friday, June 28, 2013 12:49 AM -
Hi ,
please go through this url
http://www.summitgroupsoftware.com/blog/microsoft-dynamics-crm-2011-dynamic-marketing-lists
If you find this helpful to you,please vote for my answer. thank you vasubabuk
Friday, June 28, 2013 7:24 AM -
Hi H.Desai -
Yes, it looks like there's a limitation when the relationship is N-N, which is what the relationship is between Lists and Contacts. I wrote a t-sql script using an inner select that works, so I'll probably have to use that to construct a custom report.
Thanks for your help.- Edited by Eric_Blanco Friday, June 28, 2013 1:41 PM Added thank you
Friday, June 28, 2013 1:40 PM -
Hi Eric,
While searching for this solution I came across below thread. It also says that solution is to refer parent entity twice in Advance Find but when I tried it didn't work.
Here is a link: http://social.microsoft.com/Forums/en-US/7e5ed547-c933-46cf-843b-f92aab6b6689/2011-advanced-find-and-and-conditions
Probably someone else on this forum can shed some light on this otherwise SQL query is the only option as you have done.
Thanks,
H.Desai
Monday, July 1, 2013 1:59 AM