Creating a opportunity view showing oppotunities without invoices RRS feed

  • Question

  • Can I create an opportunity view showing opportunities without invoices - sometimes despite being commission based the lovely sales people forget to raise them.

    NB a single opportunity may have several invoices

    CRM 2011 on premise

    Trying to stop the swap to Salesforce - but the errors keep a coming

    Wednesday, January 8, 2014 3:38 PM

All replies

  • Hello,

    Try to use following approach with filtration:

    Dynamics CRM MVP/ Technical Evangelist at SlickData LLC
    My blog

    Wednesday, January 8, 2014 3:58 PM
  • Hi,

    Sorry, outer join is not supported by Advanced Find.


    Wednesday, January 8, 2014 7:41 PM
  • You could create a custom report to do this. If you then wanted to you can put the report into a dashboard.
    • Proposed as answer by Troy Adams Friday, March 14, 2014 4:23 AM
    Wednesday, January 8, 2014 11:23 PM
  • Yes, a custom report or the approach suggested by Leon here would be the way to go.

    If my response helps you in finding your answer then please click 'Mark as Answer' and 'Vote as Helpful'

    Thursday, January 9, 2014 1:19 AM
  • Thanks everyone for your help. I data-dumped in Access and built a query in the end; but the report looks like a better long term solution


    Trying to stop the swap to Salesforce - but the errors keep a coming

    Thursday, January 9, 2014 10:43 AM
  • For reference, Crm 2013 fetch does support this type of query (Crm 2011 fetch doesn't), but I don't think the Advanced Find interface supports it yet.

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

    Friday, January 10, 2014 9:26 AM