View accounts with no scheduled appointments RRS feed

  • Question

  • Is it possible in MS CRM 2011 to create a personal view of which of my personal accounts do not have a scheduled appointment ?
    Thursday, September 1, 2011 7:02 AM


  • Unfortunately not. CRM doesn't provide a feature you can use to search for the absence of a related record.

    You have a couple of options:

    1. build a marketing list of all accounts and then remove accounts that have a scheduled appointment; the remaining accounts are those that do not have a scheduled appointment. But you'd probably need to rebuild the marketing list to get an up-to-date set of results each time.
    2. write a custom report to query the database for accounts that do not have a scheduled appointment.

    Neil Benson, CRM Addict and MVP at Customery Ltd. You can reach me on LinkedIn or Twitter. Join over 10,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    Thursday, September 1, 2011 10:49 AM