Skip to main content

Notifications

Announcements

No record found.

Customer experience | Sales, Customer Insights,...
Suggested answer

Find all contacts only if related sub grid contain values/rows, using OOTB

Posted on by 645

Hi All,

Is there a way to find all the contacts using advance find or OOTB, only if related sub grid available on the form contain values/rows.

  • Integration Profile Picture
    Integration 645 on at
    RE: Find all contacts only if related sub grid contain values/rows, using OOTB

    Hi, 

    The sub grid which i am trying to filter is actually a lookup of  Employer field on the Same Contact entity.

    We are allowed to chose same Company contact, for multiple contacts as Employer in lookup, if  in case all those contacts work at the same company.

    So in advanced find under Related entities, i was not able to find below sub grid at all "Employees". I want to find all the contacts if in case "Employees" sub grid contain a value/Row.

    Am i doing some thing wrong here.

    68334.png

  • a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: Find all contacts only if related sub grid contain values/rows, using OOTB

    Yes. It's possible.

  • Integration Profile Picture
    Integration 645 on at
    RE: Find all contacts only if related sub grid contain values/rows, using OOTB

    Hi,

    We are using CRM 2016 on-premise, is this possible through Advance find?

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: Find all contacts only if related sub grid contain values/rows, using OOTB

    Hello,

    That is possible. Just created advanced find on top of contacts and add the join to entity from the subgrid you mentioned. As a join criteria use "contains data".

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans