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Creating a opportunity view showing oppotunities without invoices

    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 08, 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 08, 2014 3:58 PM
    Moderator
  • Hi,

    Sorry, outer join is not supported by Advanced Find.


    Ronald

    Wednesday, January 08, 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 08, 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 09, 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

    Andrew


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

    Thursday, January 09, 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
    Moderator