[CRM 2013] Find Accounts without Phone Calls since X Months

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  There is a limitation where you are you cannot search for something that doesn't exist.  If the record existed and you were just checking for a specific date that would be something else and would work.

  If the neglected accounts report doesn't provide the information you need, I recommend a custom report using BIDS or Visual Studio.

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  Jason Peterson

  Monday, June 2, 2014 3:13 PM
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  You can do it using FetchXML. Check

  http://msdn.microsoft.com/en-us/library/dn531006.aspx

  http://www.powerobjects.com/blog/2013/11/07/perform-left-join-fetchxml-display-results-crm-2013/

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  • Proposed as answer by Mamatha Swamy Monday, June 2, 2014 3:25 PM

  Monday, June 2, 2014 3:25 PM