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Microsoft Dynamics CRM (Archived)

How to create a view of all Customer Contacts?

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I am trying to create a view of all customer contacts in Dynamics 2016 but cannot find the correct "related" record in Advanced Find to link Contacts to Accounts. Can you help?

Our Customers are defined in the Account field, Relationship Type = "customer". I wish to retrieve all contacts from my customer accounts so that I can send them a bulk email.

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  • PS Profile Picture
    23,577 on at

    Following should be your advanced find:

    1452.2.PNG

  • Verified answer
    Community Member Profile Picture
    on at

    Thanks Prashant,

    Your solution got me 90% of the way there but there seems to be a discrepancy on the name of the "related" field. Mine was called "Company Name (Account)".

    2664.screenshot.png

  • Verified answer
    PS Profile Picture
    23,577 on at

    That's because I have renamed company name to account name on my contacts

    You should select company name only

    :)

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