Trying to automate finding Invoices that do not have Associated Contacts attributed to them. RRS feed

  • Question

  • Hello!

    I am a new user of Microsoft CRM 2011, and I am currently working on a project that involves automating a method to find Invoices within our sales system which do not have any "contacts:" in the "Associated Contacts" folder.  I have tried the Advanced find tool ad nausea, but to no avail.  Does CRM have any other tools that could help me?

    Friday, November 15, 2013 12:39 AM

All replies

  • Unfortunately what you are looking for cannot be done using Advanced Find. Find all records that do not have associated records type of queries are not supported in CRM 2011. Alternatively, you can get this info using a SSRS report.

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

    • Proposed as answer by Mamatha Swamy Friday, November 15, 2013 2:18 AM
    Friday, November 15, 2013 2:18 AM
  • Using the custom reports you can fix the issue
    Friday, November 15, 2013 8:31 AM