Advance find for related entity multiple records

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Posted on by Community Member Microsoft Employee

Hi All,

My requirement is i want to get contact X that has both the Opportunities P1 and P2. my below Advance find didn't give any result while grouping on AND. But when i am grouping on OR its working fine. please let us know how i can achieve this.

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LuHao 40,872 on at

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RE: Advance find for related entity multiple records

Hi Kiran,

Is your problem solved? Any other questions?

Don't forget to mark verified answers, which will help other users with the same theme. :)

Best Regards,

Lu Hao
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LuHao 40,872 on at

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RE: Advance find for related entity multiple records

Hi Kiran,

The relationship between the Opportunity and the Contact is N:1.

So an Opportunity can only be associated with one Contact, it is not possible to associate two Contacts at the same time.

in other words, Opportunities P1 is associated with one of Contact Q1 or Contact Q2, and Opportunities P2 can only be associated with another.

In detail, there are only two cases:

Opportunities P1 is associated with Contact Q1, Opportunities P2 is associated with Contact Q2.

OR

Opportunities P1 is associated with Contact Q2, Opportunities P2 is associated with Contact Q1.

These two points cannot be met at the same time, can only meet one of them.

So you could only use OR, not AND.

In addition, as Goutam said, I recommend that you multi-select Opportunity in the Look Up Records instead of using AND or OR.

Hope this helps.

Best Regards,

Lu Hao
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gdas 50,085 on at

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RE: Advance find for related entity multiple records

Hi ,

You should use OR condition in that case instead of AND .In addition you can also select multiple opportunity in same condition like below , instead of multiple OR or AND operation.