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    Hello,

    using the advanced search I wonder if it is possible to do the following:

    I search on all contacts.
    Condition 1: The contacts must have an activity with the subject "Call contact and sell something"
    Condition 2: The contacts must NOT have an activity with the subject "Sell something big", even if they have a activity of condition 1.

    Is that possible?
    A simple example (without activities, but the entity should not matter): Imagine you want to offer racing stripes for customers owing red cars. You would select all customers owning a red car, but exclude the ones already owning the strips.

    Thank you!
    Regards,

    Uwe
    Friday, July 10, 2009 1:50 PM

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    The problem is condition 2. Advanced Find does not handle 'NOT' searches very well.

    An alternative option would be to use a marketing list. Populate the list with all contacts meeting condition 1. Then remove all contacts which have the activity of condition 2. What is left is the list required. Its not dynamic but it will isolate the records for you.

    Leon Tribe
    Want to hear me talk about all things CRM? Check out my blog
    http://leontribe.blogspot.com/
    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/
    • Proposed as answer by Leon TribeMVP Friday, July 10, 2009 8:11 PM
    • Marked as answer by Uwe Braunholz Monday, July 13, 2009 9:15 AM
    Friday, July 10, 2009 8:11 PM

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    You'll need to create a custom report in Visual Studio and upload it to the CRM server to pull this type of information.  Advanced Find will not provide the level of filter criteria complexity that you need.
    Best Regards, Donna
    Friday, July 10, 2009 2:39 PM
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    Hello Donna,

    thank you for your reply. I would not call this a "complex" task.
    I did not get in touch with any reports of this kind. But I can imagine, that I won't be able to double click a contact to open its details in the regular window, would I?

    Thank you!
    Regards,
    Uwe
    Friday, July 10, 2009 2:52 PM
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    Hi Uwe,

    Can you use Advanced Find and do the following to see if it works for you? For the AND condition for Subject, select the two rows and click on GROUP AND on the menu bard.

    Look for: Contacts
         - Activities (Regarding)
             + Subject   Contains    "A"
             + Subject   Does Not Contain "B"

    Darren Liu | 刘嘉鸿 | MS CRM MVP | English Blog: http://msdynamicscrm-e.blogspot.com | Chinese Blog: http://liudarren.spaces.live.com
    Friday, July 10, 2009 4:24 PM
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    Advanced search, no, but you might investigate reports on ActivityParty.   Knudsen at IMGInc has a video on it.

    You might be able to modify/create the fetchXML to do this but, I don't know how you would get that back into a saved view.

    What is your need for doing this in Advanced Search?
    Friday, July 10, 2009 4:31 PM
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    If you create the report as a Drill Through on the Contact you will be able to open the Contact record.
    Best Regards, Donna
    Friday, July 10, 2009 5:35 PM
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    The problem is condition 2. Advanced Find does not handle 'NOT' searches very well.

    An alternative option would be to use a marketing list. Populate the list with all contacts meeting condition 1. Then remove all contacts which have the activity of condition 2. What is left is the list required. Its not dynamic but it will isolate the records for you.

    Leon Tribe
    Want to hear me talk about all things CRM? Check out my blog
    http://leontribe.blogspot.com/
    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/
    • Proposed as answer by Leon TribeMVP Friday, July 10, 2009 8:11 PM
    • Marked as answer by Uwe Braunholz Monday, July 13, 2009 9:15 AM
    Friday, July 10, 2009 8:11 PM
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    Thanks for your replies!

    I think the marketing list is the way to go for now.

    Donna, thank you. I will investigate in drill througth reports.

    Mardukes, could you post a link to the video? I searched, but did not find any videos.

    Darren, no that does not work in this case. because a contact can have both of the activities (in your example)

    Regards,
    uwe
    Monday, July 13, 2009 9:19 AM