Selecting accounts with no activities in the last three months

• 11-11-2008 1:45 AM

  technojeff Joined on 11-11-2008 Posts 2	Selecting accounts with no activities in the last three months Reply Contact I am trying to get a list of all accounts which: a) Are from one area  (I can do this OK) and b) Have not had any activity ending in the previous three months. (I am really struggling with this.) We are using v3, but will be upgrading to version 4 in the next week.    Can you help

• 11-12-2008 12:27 AM

  In reply to

  Frank Hermes Joined on 07-01-2008 Posts 163	Re: Selecting accounts with no activities in the last three months Reply Contact You can't do with the advanced find function this neither with v3 nor with v4. It is a pitty but you cannot query for "NULL" by joining with other entities. What you could do is writing a report for CRM that does the job.
  	Tags: crm 4.0, CRM 3.0

• 11-12-2008 12:51 AM

  In reply to

  technojeff Joined on 11-11-2008 Posts 2	Re: Re: Selecting accounts with no activities in the last three months Reply Contact Thank you for your feedback, I am aware that version 4 has a wizard based report generator. Will I be able to achieve the output with the report generator, or will I need to write a full reporting services report?

• 11-12-2008 1:02 AM

  In reply to

  Frank Hermes Joined on 07-01-2008 Posts 163

  Re: Re: Re: Selecting accounts with no activities in the last three months Reply Contact The report generator is kind of "basic" (will be improved in v5). You can do what you want to do. If you group by activities you will find in the group "No Records" all accounts matching your criteria. If you want more comfort or better groupings you can take the wizard generated report as a basis to extend it in Visual Studio. This is what I often do.

  Tags: crm 4.0