Is it possible to pull leads with only one task using advanced find?

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Posted on by Carys Sun

Hello,

We need to pull all leads with only one task assigned. It looks Advanced find can't do the job. Is there any way can I get the results?

Thanks

carys

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Answers (2)

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Kenneth Ariel Chave... on at

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RE: Is it possible to pull leads with only one task using advanced find?

Hi, here additional documentation of suing rollups in Dynamics

On-prem:

Create rollup fields in Dynamics 365 Customer Engagement (on-premises) | Microsoft Docs

Power Apps:

Define rollup columns with Power Apps - Power Apps | Microsoft Docs
Pradeep Rai 5,487 Super User 2025 Season 1 on at

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RE: Is it possible to pull leads with only one task using advanced find?

Hi Carys,

you're welcome.

Thanks,

Pradeep.
Carys Sun 10 on at

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RE: Is it possible to pull leads with only one task using advanced find?

Thanks a lot!
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Pradeep Rai 5,487 Super User 2025 Season 1 on at

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RE: Is it possible to pull leads with only one task using advanced find?

Hi Carys,

Yes, you can create Rollup Field as shown below on Lead entity to store the Related Task Record Count:

Then in Advance Find of Lead you can use this the above Rollup Field As shown below:

<fetch>
<entity name="lead" >
<attribute name="subject" />
<filter>
<condition attribute="new_taskcount" operator="eq" value="1" />
</filter>
</entity>
</fetch>

Here, We need add one more additional logic about task create/delete. Means, whenever task deleted or created we need to update the New Rollup Fields using below code:

//rollup fieldname
string fieldName = "new_taskcount"
string entLogicalName = "lead";
Guid recordId = "<GUIDOFLEAD>";
var rollupObj = new CalculateRollupFieldRequest {
Target = new EntityReference(entLogicalName, recordId), FieldName = fieldName
};
var result = (CalculateRollupFieldResponse)service.Execute(rollupObj);

Thanks,
Pradeep.

Please mark this as VERIFIED it it helps.