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Customer experience | Sales, Customer Insights,...

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

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Posted on by WC-15052103-0

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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.

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Leah Ju Microsoft Employee on at

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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?

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