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Microsoft Dynamics 365 | Integration, Dataverse...
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How to view Accounts with No Contacts

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How do I create a view or list that shows me what active accounts have no contacts associated with them? The only answer I found was from 2014 and I don't have the same options to click in that answer.
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    iampranjal Profile Picture
    75 on at
     

    You can create this view using the Edit filters feature in the modern Unified Interface:

    1. Navigate to the Accounts table (entity).

    2. Open the view selector and choose All Accounts (or any base view).

    3. Click the Edit filters button (often a funnel icon or "Edit filters" text near the search bar).

    4. In the filter pane:

      • Click Add $\rightarrow$ Add related entity.

      • In the "Related entity" dropdown, select Contacts (Company Name) (ensure you select the correct relationship where Account is the parent).

      • Change the operator from "Contains Data" to "Does Not Contain Data".

    5. Click Apply.

    6. Save this as a new personal view (e.g., "Accounts with No Contacts").

    Hope this helps!

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