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I am in the process of looking through CRM 2016 to determine which clients have contracts in CRM or which clients do not have contracts in CRM. Currently, I am manually checking each active client account and going into the contracts folder to see if any documents are in there. I was wondering if there is a way to pull this information to into a spreadsheet or something similar, rather than manually checking each client. Thank you for any help you can provide.
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HI,
I've gone through the detail you provided in the post. It seems that I can fix your problem, but I need to check some of the configuration settings in your system. Is it possible for you to provide me team viewer access of your system so that I can look into it and figure it out.
Please let me know if it is possible for you then I'll provide you my contact as team viewer details can not be shared in group.
"you need to create a marketing list with 'Targeted At' as Account."
Go to Marketing->Marketing List and create a new 'mrketing list'
This is a entity in CRM. When you create this entity, it ask for 'Targeted At' as field.
Member Area is section that appear on mid section of the form. Here you can add the 'Targeted At' entity which in your case is account.
It is pretty straight forward - only thing you need to check if this work for your requirement.
I am not sure what you mean by document in contract folder. The solution I told is to check Account with or without contracts.
Hi,
Are you looking for all the accounts in CRM that have no documents attached ? Meaning documents associated\attached through SharePoint or notes ?
Hi,
There are 2 approaches mentioned:
1. If it is onetime activity, you need to create a marketing list with 'Targeted At' as Account. Then add the 'bigger set' of Account in member area. When you click '+' button, you will get option to add using advance find.
Once that is done, you can again click on + button and now select 'Remove using Advance Find' and provide your inner query.
This way you replicate the behaviour of not in.
2. To use fetchxml - fetchxml can be utilized if you use left join option along with 'null' comparison. The second link specify that method. For this you can use XrmToolBox and FetchXmlTester.
Thanks,
Prateek
Thanks Prateek, but I am still having problems following the steps. I don't see a more actions area. So when I do an advanced fine, the Look for, I should select Marketing List, right? and then what?
Hi
SQL query would be the best option as you referred to CRM 2016 and seems you have access to run the SQL query
in the SQL tables look for SharePoint tables and do the inner join the SharePoint Table with the customer ( depend on the implementation of your CRM could be Accounts or Contacts )
This should help:
community.dynamics.com/.../174574
Also, you can use XrmToolBox to run you fetchxml queries and download data in case you end up using left join.
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