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Advanced find in CRM 4.0

Question
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Hi,
I have a basic question. How can I find all contacts that does not have an opportunity? It seems like the easiest filter in the world but I can't get it to work.
Thanks
ThomasTuesday, October 4, 2011 2:26 PM
Answers
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If you can do a list marketing with all contacts to delete, then you can perform a bulk delete on it...
1 - Create an advanced find view with the query to find all contacts in the marketing list
2 - Download my tool "BulkDeleteLauncher" for CRM 4(see link below)
3 - Use the tool with the saved advanced find
My blog : http://mscrmtools.blogspot.com
All my tools for Dynamics CRM 4.0 on my dedicated site: MSCRMTools Repository
Upgraded tools for Dynamics CRM 2011!
View Layout Replicator | Searchable Property Updater | Ribbon Browser | SiteMap Editor | JavaScript Web Resource Manager | Role updater- Proposed as answer by Oli Ward Friday, October 7, 2011 8:40 AM
- Marked as answer by Donna EdwardsMVP Monday, October 10, 2011 10:01 PM
Tuesday, October 4, 2011 3:42 PMModerator
All replies
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Hello,
Unfortunatelly it is impossible to do it with advanced find. You can use one of 2 approaches:
1. Create report and use SQL to select appropriate entities.
2. Create marketing list which will contain all contacts and then Remove all contacts which have opportunities using functionality of Marketing lists.
Microsoft CRM Freelancer
My blog (english)
Мой блог (русскоязычный)
Tuesday, October 4, 2011 2:31 PMModerator -
Not possible, CRM doesn't know how to query not existing records, relations, etc.
If you need it, you have to use custom logic and/or workflow to add a flag that indicates there are some opportunities for that account.
Then you can build your search against this flag (attribute)
My blog : http://mscrmtools.blogspot.com
All my tools for Dynamics CRM 4.0 on my dedicated site: MSCRMTools Repository
Upgraded tools for Dynamics CRM 2011!
View Layout Replicator | Searchable Property Updater | Ribbon Browser | SiteMap Editor | JavaScript Web Resource Manager | Role updater- Edited by Tanguy T [MVP CRM]MVP, Moderator Tuesday, October 4, 2011 2:32 PM
Tuesday, October 4, 2011 2:31 PMModerator -
Thank you for your answer.
This seems very limited that the advanced view doesn't support this. Is this supported in the 2011 version?
This is my scenario:
- I have imported 30 000 contacts into a marketing list
- 10 000 of these contacts has an opportunity (that we created)- now I want to delete the other 20 000 contacts without an opportunity. I can see how I can get them into a specific marketing list (from your example) - but how do I delete all the 20 000 contacts from the marketing list?
Thanks.
Tuesday, October 4, 2011 2:41 PM -
This is possible:
- Add 30 000 contacts to you rmarketing list
- Remove those who have an opportunity
My blog : http://mscrmtools.blogspot.com
All my tools for Dynamics CRM 4.0 on my dedicated site: MSCRMTools Repository
Upgraded tools for Dynamics CRM 2011!
View Layout Replicator | Searchable Property Updater | Ribbon Browser | SiteMap Editor | JavaScript Web Resource Manager | Role updaterTuesday, October 4, 2011 2:46 PMModerator -
In the case you want to delete all those contacts you can use 2 approaches:
1. Delete records using t-sql - unsupported but very quick.
2. Create .Net application which will go through members of prepared marketing list and delete records one-by-one.
Microsoft CRM Freelancer
My blog (english)
Мой блог (русскоязычный)
Tuesday, October 4, 2011 2:48 PMModerator -
This is possible:
- Add 30 000 contacts to you rmarketing list
- Remove those who have an opportunity
My blog : http://mscrmtools.blogspot.com
All my tools for Dynamics CRM 4.0 on my dedicated site: MSCRMTools Repository
Upgraded tools for Dynamics CRM 2011!
View Layout Replicator | Searchable Property Updater | Ribbon Browser | SiteMap Editor | JavaScript Web Resource Manager | Role updater
Key work is Delete, Tanguy. As far as I understood not from Marketing list but from CRM.
Microsoft CRM Freelancer
My blog (english)
Мой блог (русскоязычный)
Tuesday, October 4, 2011 2:50 PMModerator -
Exactly - I dont want to remove them from the marketing list but actually delete them from the CRM. So this is not possible without creating .NET assemblies or using T-SQL? This can't be right -there must be an easiar way?Tuesday, October 4, 2011 2:55 PM
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Not sure, he said : Delete from the marketing list...
For me he wants to remove from a marketing list contacts that don't have opportunity... So, if I'm right, I will use the possibility to evaluate members of marketing list to keep only those who have opportunity...
My blog : http://mscrmtools.blogspot.com
All my tools for Dynamics CRM 4.0 on my dedicated site: MSCRMTools Repository
Upgraded tools for Dynamics CRM 2011!
View Layout Replicator | Searchable Property Updater | Ribbon Browser | SiteMap Editor | JavaScript Web Resource Manager | Role updaterTuesday, October 4, 2011 2:57 PMModerator -
Exactly - I dont want to remove them from the marketing list but actually delete them from the CRM. So this is not possible without creating .NET assemblies or using T-SQL? This can't be right -there must be an easiar way?
I'm afraid that I would not be able to give you another advice. In the case you will find easier way out - please write it here.
Microsoft CRM Freelancer
My blog (english)
Мой блог (русскоязычный)
Tuesday, October 4, 2011 3:04 PMModerator -
ok, you were right...
And I +1, there is no other ways...
My blog : http://mscrmtools.blogspot.com
All my tools for Dynamics CRM 4.0 on my dedicated site: MSCRMTools Repository
Upgraded tools for Dynamics CRM 2011!
View Layout Replicator | Searchable Property Updater | Ribbon Browser | SiteMap Editor | JavaScript Web Resource Manager | Role updaterTuesday, October 4, 2011 3:06 PMModerator -
Ok - maybe I found a way to delete all contacts from a marketing list by using advanced search (all contacts included in the marketing list) - and then go page by page with multi-select contacts and delete them. Not the best solution but that should work right?
Tuesday, October 4, 2011 3:33 PM -
If you can do a list marketing with all contacts to delete, then you can perform a bulk delete on it...
1 - Create an advanced find view with the query to find all contacts in the marketing list
2 - Download my tool "BulkDeleteLauncher" for CRM 4(see link below)
3 - Use the tool with the saved advanced find
My blog : http://mscrmtools.blogspot.com
All my tools for Dynamics CRM 4.0 on my dedicated site: MSCRMTools Repository
Upgraded tools for Dynamics CRM 2011!
View Layout Replicator | Searchable Property Updater | Ribbon Browser | SiteMap Editor | JavaScript Web Resource Manager | Role updater- Proposed as answer by Oli Ward Friday, October 7, 2011 8:40 AM
- Marked as answer by Donna EdwardsMVP Monday, October 10, 2011 10:01 PM
Tuesday, October 4, 2011 3:42 PMModerator