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Dynamics 365 Community / Forums / 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

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ReportReport
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. 
 
I have the same question (0)
  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    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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