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Advanced Find Leads and Activities

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Posted on by JamesW25

I have received a request to create a view in Dynamics CRM showing the users their open Leads that were 'created' this year OR were 'last contacted' this year OR have a related activity record that was created this year. Sadly it seems the system is unable to include a related entity in an OR group in an Advanced Find.

Is there another way of a creating a view with this criteria?

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JamesW25 50 on at

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RE: Advanced Find Leads and Activities

Bipin Kumar thank you for this suggestion, much appreciated. I will check it out
JamesW25 50 on at

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RE: Advanced Find Leads and Activities

a33ik thank you for your reply. I saw some older threads suggesting the FetchXml but wasn't sure if things might have changed. I will check it out and see what it can do. Thanks again
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Bipin D365 28,964 Super User 2024 Season 1 on at

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RE: Advanced Find Leads and Activities

Hi,

You can create rollup field to store the date created value from related entity to Leads. Now use this field in your advanced find query.

docs.microsoft.com/.../define-rollup-fields

Also, you forgot to add owner condition to fetch leads which are open for specific user.
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a33ik 84,323 Most Valuable Professional on at

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RE: Advanced Find Leads and Activities

Hello,

Unfortunately, you won't be able to build that view using Advanced Find. But there are plugins like View Editor/FetchXml Builder that can help you build the view you want.