New innovations in business applications starting October 2019
Download the overview guides to learn about the key capabilities and features in the 2019 release wave 2. Then, watch the overview videos to experience some of the new capabilities first-hand for this release wave.
Download Guide | Watch Video
2019 release wave 2 Discover the latest updates to Dynamics 365Release overview guides and videos Release Plan | Early Access Availability
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Talent TechTalks
I am having difficulty creating a view of account for an SDR.
What I am having difficulty with is; I want to have a view where I can filter it so it contains only accounts with no activities along with the other filters seen below. I also want it to include accounts which contain activities conducted by the SDR, so that when they complete an activity, the account doesn't fall out of the view.
I have tried creating it by using the filters below but this has not worked for me. I would greatly appreciate any help.
As per your requirement, you want the following views:
1) Account records with no associated activities
2) Account records with activities created by the specific Sales Person
However, this cannot be achieved in a single view, for this you have to create the following two different views:
1)Account ->Activity (Regarding) does not contain data
2) Account ->Activity (Regarding) created by the specific Sales Person.
Hope this helps.
Please mark as verified if the answer is helpful.
Thank you for solving this!
Business Applications communities