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    I need help building an andvanced find in CRM 2011.  I have some conditions and cannot seem to make this work.  I need a list of:

    - Accounts with the same name and,

    - same phone number

    - and I need to know whether or not they have contacts.

    Is there a way to pull this list?

    Thanks.

    Thursday, May 16, 2013 5:30 PM

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    Thanks for the suggestion but there are two reasons that duplicate detection will not work in this case.  I am very familiar with the process:

    1. Duplicate detection limits results to 12 records per page which is not very helpful when needing to update a large number of records.

    2. Duplicate detection does not allow for the last requirement of my query and that is whether or not the accounts have contacts.

    Any other suggestions would be welcomed.

    Thanks

    In this case your only solution is to write a custom application using the crm sdk to perform your query.

    My blog: www.crmanswers.net

    Thursday, May 16, 2013 6:31 PM
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    Hi,

         You can write a custom SSRS report with SQL query against filtered views to retrieve the data you are after. It is possible in custom SSRS report. Advanced find will not help here as it is not possible to retrieve this information using fetchXML.


    Hope this helps.
     
    -----------------------------------------------------------------------
     Minal Dahiya
     
    If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful"

    Friday, May 17, 2013 4:43 AM

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    Hi,
    you need duplicate detection, Advanced Find in this case is useless.

    check this article and the video about duplicate detection:

    http://blogs.msdn.com/b/crm/archive/2011/09/12/video-create-and-run-duplicate-detection-rules.aspx

    and also this blog:

    http://www.powerobjects.com/blog/2012/03/01/scheduling-duplicate-detection-in-dynamics-crm-2011/

    My blog: www.crmanswers.net


    Thursday, May 16, 2013 5:33 PM
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    I think in this case you could use a duplicate detection roles.


    My Weblog | My Website

    Thursday, May 16, 2013 5:34 PM
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    Thanks for the suggestion but there are two reasons that duplicate detection will not work in this case.  I am very familiar with the process:

    1. Duplicate detection limits results to 12 records per page which is not very helpful when needing to update a large number of records.

    2. Duplicate detection does not allow for the last requirement of my query and that is whether or not the accounts have contacts.

    Any other suggestions would be welcomed.

    Thanks

    Thursday, May 16, 2013 6:03 PM
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    Thanks but duplicate detection will not work.  See why in my comment above.
    Thursday, May 16, 2013 6:03 PM
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    hii, You just try this way. First of all create a view with all the fields like account name, fone number, contact name. Then export all these record with this view to an excel. Then simply sort your exported excel file records by account name and fone number. Now you have all the records in a group which are comes under your criteria.
    • Proposed as answer by K.S-1637 Thursday, May 16, 2013 6:12 PM
    • Unproposed as answer by Service Manager Thursday, May 16, 2013 6:22 PM
    Thursday, May 16, 2013 6:12 PM
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    This will not work because contacts are a one to many entity related to the account, not just field on the account screen.
    Thursday, May 16, 2013 6:23 PM
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    Thanks for the suggestion but there are two reasons that duplicate detection will not work in this case.  I am very familiar with the process:

    1. Duplicate detection limits results to 12 records per page which is not very helpful when needing to update a large number of records.

    2. Duplicate detection does not allow for the last requirement of my query and that is whether or not the accounts have contacts.

    Any other suggestions would be welcomed.

    Thanks

    In this case your only solution is to write a custom application using the crm sdk to perform your query.

    My blog: www.crmanswers.net

    Thursday, May 16, 2013 6:31 PM
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    Hi,

    I think you have to write on console application using CRM SDK and got the duplicate records using SDK and then perform any operation with this records.

    Friday, May 17, 2013 3:46 AM
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    Hi,

         You can write a custom SSRS report with SQL query against filtered views to retrieve the data you are after. It is possible in custom SSRS report. Advanced find will not help here as it is not possible to retrieve this information using fetchXML.


    Hope this helps.
     
    -----------------------------------------------------------------------
     Minal Dahiya
     
    If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful"

    Friday, May 17, 2013 4:43 AM
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    In case your could not use duplicate detection, you have to do some coding work in order to solve your issue as others said.


    My Weblog | My Website

    Friday, May 17, 2013 5:43 AM
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