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We use Contracts and Contract Lines in CRM. So when we want to know which Accounts own a specific product, we can easily use Advanced Find in Contract lines and specify which product we are targetting.
Now, what if we want to sell this product to all our Accounts who don't own this product? Is there a way to get this data directly from CRM?
So far, the only solution we found is export to Excel all our Accounts(1). Then export to Excel the list of Accounts who own the product(2). Then we cross-reference both lists in Excel.
Is there another way we could get the data without using Excel?
unfortunately we cannot use advance find for outer joins, as you rightly said the only option is excel.
first of all forgive me if i didint understand this correctly , but what if you try this:
Look for Accounts
related entity :Product
product name or id doesnt not equal "name or id of the product".
doing this should give you accounts which doesnt have specific product.
you can then create a view use that in your marketing list and target them.
There are two decent ways.
1) If you want to stay inside the system, do it with an advanced find but you have to start backwards on those and start with the product and go from there.
2) The better solution for something like this and the more powerful one when you are talking querying is to do it with a report. Even a FetchXML report for an Online org is going to be able to do outer joins to get you the information that you need.
I don't think you can do this in one query (either Advanced Find, or FetchXml). The fundamental problem is that you're trying to do a NOT IN query across 2 joins (account to contract, then contract to contractline), and FetchXml can't cope with that. You can find all contracts that don't include a particular product, but the problem is accounts may have more than one contract. If you can be sure that accounts can only have 1 current contract, you could create a FetchXml query to get those contracts, and hence the accounts for those contracts. If this is the case, let us know and I can give an example query. Note that you'd have to execute this FetchMl via a report, not Advanced Find, due to limitations of the Advanced Find UI
To keep away from Excel, you could using marketing lists:
The list will then only have the accounts without the product
David, I think this is brilliant. Of course it's a 2 step process. But I wasn't expecting any magic here. Marketing List will be the way to go for us.
Fetch XML is not an option for us as I have to train a group of users with no code knowledge.
Thank you Rawish. But there is no direct link between Accounts and Products. The link exists through Accounts->Contracts->Contract Lines->Products.
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