News and Announcements icon

Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Create report under cu...

Customer experience | Sales, Customer Insights,...

Unanswered

Create report under customers / accounts and filter Active accounts versus Prospects

(1) Share

Report

Report

Posted on by WC-15052103-0

3

What would be a common way to filter between CUSTOMERS and PROSPECTS? In Dynamics 365 (Sales).

So how to create a report under customers / accounts.

Then filter between ACTIVE Accounts versus PROSPECTS

I understand your view will look different / tailor made but hopefully you still have a suggestion for me.

Active would be with at least one opportunity closed won or has baseline amount.

PROSPECTS would be: no active opportunities won and no baseline amount.

All responses Img

All responses (1)

Answers Img

Answers (0)

Leah Ju Microsoft Employee on at

Like (0)

Report

Create report under customers / accounts and filter Active accounts versus Prospects

Hi，

You can easily filter accounts with related opportunities:

But what is the baseline amount? Is it a field on which entity it belongs?

Helpful resources

News and Announcements

🌸 Community Spring Festival 2025 Challenge & Updates🌸

Quick Links

Subscribe to this forum!

Stay up to date on forum activity by subscribing.

Leaderboard

#1

André Arnaud de Cal... 294,095 Super User 2025 Season 1

#2

Martin Dráb 232,866 Most Valuable Professional

#3

nmaenpaa 101,158 Moderator

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans