How to find which clients have contracts in CRM or which clients do not have contracts in CRm

(0) Share

Report

Posted on by USA80

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.

*This post is locked for comments

I have the same question (0)

All responses (10)

Answers (0)

Suggested answer

prt33k 6,907 on at

Like (0)

Report

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.

Was this reply helpful? Yes No
Suggested answer

Archer Mehrab 186 on at

Like (0)

Report

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 )

Was this reply helpful? Yes No
USA80 26 on at

Like (0)

Report

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?

Was this reply helpful? Yes No
Suggested answer

prt33k 6,907 on at

Like (0)

Report

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

Was this reply helpful? Yes No
USA80 26 on at

Like (0)

Report

Sorry, still not making sense. If I do option 1, do I start from advanced find and the Look for should be set to "Account"? If so, then what?

Was this reply helpful? Yes No
USA80 26 on at

Like (0)

Report

Really what I need is to find what CRM Accounts have no documents, how can I do this?

Was this reply helpful? Yes No
SureshVandadi on at

Like (0)

Report

Hi,

Are you looking for all the accounts in CRM that have no documents attached ? Meaning documents associated\attached through SharePoint or notes ?

Was this reply helpful? Yes No
USA80 26 on at

Like (0)

Report

All Active Client Accounts that do not have a document in the Contract folder

Was this reply helpful? Yes No
Suggested answer

prt33k 6,907 on at

Like (0)

Report

"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.

Was this reply helpful? Yes No
Mahesh Variance 65 on at

Like (0)

Report

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.

Was this reply helpful? Yes No