Filter Inactive records location in SharePoint

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Posted on by Venkata Golla

Hi,

I have a requirement of finding SharePoint document locations if there are any related to inactive accounts in CRM. Whenever I go to an inactive account record and open Document location it will create one, if that is not existing.

One way I found is to export all the document locations from SharePoint and inactive accounts from CRM into excel and matching them.

Is there a better way to achieve this?

Thanks in advance for your suggestions.

Cheers.

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Inogic 760 on at

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Hi Venkata,

Based on your provided description, I assume that you wanted to find such SharePoint “Document location” records in CRM for which the account table record status is inactive.

Currently, there is no direct way to achieve the same.

As a workaround, we can use advanced find with some conditions as shown below to find the same:

Hope this helps.

Thanks!

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Venkata Golla 30 on at

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Hi Sam,

Thanks for your response.

It worked like a charm.

Many Thanks.

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Yoshika Suzuki Microsoft Employee on at

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It certainly seems that the location will be added regardless of the inactive records.

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