Find Accounts with no cases

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  Typically the easiest solution is to use a static marketing list:

  1. Create a marketing list for accounts
  2. Add all accounts that you want to check to the marketing list
  3. Use an Advanced Find to remove from the marketing list all accounts that have a case recorded against them
  4. The marketing list will now contain the accounts without a case

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  Microsoft CRM MVP - http://mscrmuk.blogspot.com  http://www.excitation.co.uk
  

  • Edited by DavidJennawayMVP, Moderator Monday, November 28, 2011 5:18 PM
  • Proposed as answer by Jamie MileyModerator Tuesday, November 29, 2011 3:16 PM
  • Marked as answer by mcclellan Tuesday, November 29, 2011 3:55 PM

  Monday, November 28, 2011 5:17 PM

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  Now, to remove them you will probably still need to do that one by one or else you will need to write a script or .NET program to do it.

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  Jamie Miley
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  • Proposed as answer by Jamie MileyModerator Tuesday, November 29, 2011 3:16 PM
  • Marked as answer by mcclellan Tuesday, November 29, 2011 3:55 PM

  Monday, November 28, 2011 5:41 PM

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  +1 to Jamie's answer - you'll most likely want to do this with some code, probably a console application that performs the query, retrieves the guids of the records to delete and then does a foreach loop to delete them.

  You might alternatively be able to do this with a bulk delete operation, see http://msdn.microsoft.com/en-us/library/gg334418.aspx. You should also have a look at the following article too: http://blogs.infinite-x.net/2011/07/11/crm-2011-programmatically-creating-a-bulk-delete-job/

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  Paul Dowman, CRM Developer

  • Proposed as answer by Jamie MileyModerator Tuesday, November 29, 2011 3:16 PM
  • Marked as answer by mcclellan Tuesday, November 29, 2011 3:56 PM

  Tuesday, November 29, 2011 10:42 AM
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  Thanks David for this work around. But now I have to find a way of deleting these 9000 odd records quickly. Any Ideas? unfortunatly I do not have direct access to the SQL sever where the data sits due to IT internal policy. Any other solution available?

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  s mcclellan

  • Marked as answer by mcclellan Tuesday, November 29, 2011 3:56 PM

  Tuesday, November 29, 2011 8:11 AM
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  All three posts I have marked as proposed are good parts of a single solution and as such, if these work for you, you should mark all of them as answer.  :)

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  Jamie Miley
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  • Marked as answer by mcclellan Tuesday, November 29, 2011 3:56 PM

  Tuesday, November 29, 2011 3:17 PM

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