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Filtering by 'Recent Opportunities' field

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Posted on by TedW

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Hi,

I have question regarding the creation of a view within the Opportunities entity.

Basically, our Contacts have a field called Recent Opportunities but I want to create a view within Opportunities to show Opportunities where there is no data in the Recent Opportunities field in the Contact. I cant find a relevant connection or filter to apply in Opportunites to show this.

Any suggestions?

Thanks as always.

Categories:

Leads or Opportunities

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Answers (1)

LuHao 40,872 on at

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RE: Filtering by 'Recent Opportunities' field

Hi Ted,

If you find a new simpler solution, I recommend that you close this theme by marking the verified answer and then post a new theme in the forum.

This will make this theme pure and easy for other users to search.

Best Regards,

Lu Hao
TedW 443 on at

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RE: Filtering by 'Recent Opportunities' field

Hi,

Thanks very much for the information. I will see if a simpler solution can be found to this issue.

Many Thanks,

Ted
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LuHao 40,872 on at

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RE: Filtering by 'Recent Opportunities' field

Hi Ted,

Are you referring to the Recent Opportunities sub-grid in the Contact main form?

Unfortunately, the OOB view editor can't do it.

The filter conditions are set like this:

First, the contacts fields for all opportunities contain data.(These opportunities are set to the A collection.)

Then, select the contacts of Recent Opportunities. (These contacts are set to the B collection.)

Get all the opportunities(C collection) associated with these contacts(B collection).

Finally, we screen out the remaining opportunities in addition to these opportunities(C collection) in all opportunities(A collection).

This is the filter for Recent Opportunities view:

Logically, we should set the following filter for the view we want:

However, the test results are wrong.

Because it has a two-layer screening process, the logic created by the view is from bottom to top.

That is, we cannot filter out the remaining collections in a large collection.

Specifically, a contact has recent opportunities and non-recent opportunities. We can find all non-recent opportunities and their contacts, and then we can only find their opportunities based on these contacts. There will be recent opportunities in the results.

In addition, the judgment logic of other screening conditions also needs to be classified. D365 does not have this OOB feature.

So there is no OOB view creation way to meet your needs.

Could you simplify your needs if possible? This way we can find an algorithm that can use the OOB function.

Hope this helps.

Best Regards,

Lu Hao
TedW 443 on at

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RE: Filtering by 'Recent Opportunities' field

Hi,

I should probably have clarified, that its not a Field, its a column in the Contact form thats linked to the Opportunity. The Topic field contained within that Column contains a link to the opportunity.

I am getting an error when trying to insert a screenshot.

Thanks
Alex Fun Wei Jie 33,626 on at

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RE: Filtering by 'Recent Opportunities' field

Hi Ted W,

can you show us the field "Recent Opportunities" setting?
TedW 443 on at

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RE: Filtering by 'Recent Opportunities' field

Hi, thanks for your suggestion, but I'm afraid that doesent work, as I dont have the 'Recent Opportunities' field to chose from in the filter.

I need to create a view of opportunities, where the contact in that opportunity does not have any data in the Recent opportunities field in the contact.

Thanks,
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LuHao 40,872 on at

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RE: Filtering by 'Recent Opportunities' field

Hi Ted,

Is your need to look for previous opportunities, not the recent opportunities associated with all contacts?

If this is the case, we can do this:

1. Go to Sales > Opportunities, select Create Personal View.

2. Filter the conditions as shown in the image:

"Contact" "Contains Data" "Recent Opportunities" "Does Not Contain Data"

3. Click Save button. Enter Name and Description. Then click Save button.

4. Refresh the D365 page. We can see the view created.

If I misunderstand your needs, please correct me.

Hope this helps.

Best Regards,

Lu Hao