Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM forum
Unanswered

"Connected To" filter does not work with "Does not equal" operator in report

Posted on by
Hi forum,
 
I'm working on a report where I want to filter based on users assigned to opportunities, rather I want to show all opportunities where a specific set of users has not been assigned.
 
My report shows what I'm expecting when I have "Connected to" set to "Equals" a specific user, however when I flip the operator to "Does not equal" I do not see the expected result set - I see opportunities where the specific not-equals user is assigned.
 
Edit: I've managed to figure out that in order to hide an opportunity from the result set, I need to put all the users in the Not Equals filter rule - so it must be a logic issue in Dynamics. I need to create a filter where I target a group of specific users, if one or more are on an opportunity, it should not be in the result set - there may be additional users associated with the Opportunity that I don't care about from a filtering perspective.
 
I'm about to pull my hair out, so any suggestions would be greatly appreciated.
Categories:

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Anton Venter – Community Spotlight

Kudos to our October Community Star of the month!

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,665 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,971 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,150

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans