hello
has anyone else had issues with the 'OR' functionality in advanced find. Dynamics 365 CRM
i have tried to do query but with 3 sets of different criteria and it just does not work. the 'OR' function doesn't seem to work and all the results of data is incorrect
this is so we can do some data cleansing and remove the contacts that come up in these results
for example:
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thanks i will give that a go
the reason why they want to try get into one query is so that those are the records they would disable or delete
Hello RJDP,
Might I suggest starting with a smaller query and trying to make that work. Break your query down further into 4 queries and then find the correct record for each of those. If you're finding this difficult then theres no reason to try to do everything in a single query.
For what it's worth, in your example the reason you're getting that contact is because of the block you highlighted doesn't exclude records which have data in address line 1, city and postcode. What you want to do is add those criteria to that AND block. If that isn't clear enough reply and I'll make up an example.
Thanks,
Shaun
this is what i am trying to do but the criteria about the emails is causing issues in the result. it needs to the 'OR' for all of the sections of requirements. but the results still pull back records with an last name + address line 1 + city and postcode but these records have no email addresses.
Maybe the conditions should be slighly different then:
It seems here is what they want to keep:
OR
AND
Last Name contains data
Address 1 contains data
OR
City contains data
Postcode contains data
AND
Last Name contains data
OR
Work Email contains data
Alternate Work Email contains data
Home Email contains data
So, I think, here is what you need to find:
AND
OR
Last Name does not contain data
Address 1 does not contain data
AND
City does not contain data
Postcode does not contain data
OR
Last Name does not contain data
AND
Work Email does not contain data
Alternate Work Email does not contain data
Home Email does not contain data
exactly it is so confusing - all i have is that the records they want to KEEP is the below. so i need to find the opposite
The criteria for keeping a record is it must contain:
Last Name +
Address 1 + City or Postcode
Or
Last Name +
Work Email or Alternate Work Email or Home Email
actually, might make sense to confirm the conditions since they can be read in a few different ways:)
does not have a last name 'or' address 1 'and' a city 'or' postcode
Is it everything where you have no last name OR you have no address 1 OR you have no city OR you have no postcode?
Or is it everything wher eyou have no last name AND no address1 AND no city AND no postcode?
Or is it everything where you have no last name AND ??
By default I believe 'last name' is a required field, so unless you've done a bulk import in the past that will always contain a value. I'd suggest you check that first.
it only pulled back one records lol
i am going to do some checking once i have exported it to excel
thanks for your help though
ignore my below comment, it does. i will give this as go.
sorry i have to go through it my head a number of times :)
does that cover this one too? "does not have a last name 'or' address 1 'and' a city 'or' postcode"
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