Filtering out contacts with notes on specific dates

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Posted on by Galil Sales

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.

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Accounts or Contacts

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Answers (1)

Galil Sales 5 on at

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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!
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Eiken on at

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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 5 on at

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RE: Filtering out contacts with notes on specific dates

Sure, attached.
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Eiken on at

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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 5 on at

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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!
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Eiken on at

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RE: Filtering out contacts with notes on specific dates

Hi,

Please refer to my following Edit Filter

Then click apply.