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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Pradeep Rai 5,489 Moderator on at

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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.

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Carys Sun 10 on at

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Thanks a lot!

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Pradeep Rai 5,489 Moderator on at

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Hi Carys,

you're welcome.

Thanks,

Pradeep.

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Kenneth Ariel Chave... on at

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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

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