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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Filtering out contacts...
Customer experience | Sales, Customer Insights,...
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Filtering out contacts with notes on specific dates

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Posted on by Galil Sales 5

Hi Everyone,

I have a list of contacts in which I want to filter out only those who contain notes documented, say, 6 months ago.

Thing is, when I do that I also get contacts with recent note activity (during the past 6 months).

Can anyone advise?

Thanks.

  • Galil Sales Profile Picture
    Galil Sales 5 on at
    RE: Filtering out contacts with notes on specific dates

    Hi Eiken,

    I finally got around to installing XRM ToolBox and connecting it to the MSD CRM.

    Unfortunately, I can't find the views I saved (only general ones) and my views include attributes which don't exist in the FetchXML Builder.

    Any ideas?

    Thanks!

  • Suggested answer
    Eiken Profile Picture
    Eiken on at
    RE: Filtering out contacts with notes on specific dates

    Hi,

    You would need to use custom FetchXML to create these searches and views.

    Please refer to the following link.

    Creating System Views with complex “NOT IN” filter in Dynamics 365 for Customer Engagement (arbelatech.com)

  • Galil Sales Profile Picture
    Galil Sales 5 on at
    RE: Filtering out contacts with notes on specific dates

    Sure, attached.

  • Suggested answer
    Eiken Profile Picture
    Eiken on at
    RE: Filtering out contacts with notes on specific dates

    Hi,

    Would you please show me your screenshot about your edit filter?

    It will help me a lot.

  • Galil Sales Profile Picture
    Galil Sales 5 on at
    RE: Filtering out contacts with notes on specific dates

    Hi Eiken,

    Thank you for your reply!

    Unfortunately, that's what I did before - the list that was generated contains contacts with note activity both from 6 months ago and from last week (for example).

    Since there is no "NOT" operator, I'm not sure what to do.

    Any other suggestions?

    Thanks you!

  • Verified answer
    Eiken Profile Picture
    Eiken on at
    RE: Filtering out contacts with notes on specific dates

    Hi,

    Please refer to my following Edit Filter

    pastedimage1684737741303v3.png

    pastedimage1684737324789v1.png

    Then click apply.

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