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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / A report of who does n...
Microsoft Dynamics CRM (Archived)

A report of who does not have said product.

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Posted on by Community Member Microsoft Employee

We are an organization that has memberships and subscriptions.

I would like to create a list of accounts or contacts who do not have a said membership. This could even be who has not purchased a said product.

In basic theory, you can't show who do not have a membership if there is not a record of that membership. There may be some who have not purchased anything so they would have no records of a membership/subscription/product.

Is there a way, maybe in BI, to create a list of everyone who does not have said membership/subscription/product?

Thanks,

Andrew

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  • Suggested answer
    Syed Ibrahim Profile Picture
    Syed Ibrahim 6,257 on at
    RE: A report of who does not have said product.

    Then give one more filter conditions to narrow down the customer you looking for by passing the membership as your parameter

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: A report of who does not have said product.

    Syed,

    The only problem with this is the Account/Contact may have other memberships than the one I am looking for.

    In Access I can have two tables, one of Accounts and the second of the membership I am wanting to know who does not have. THen I can run a query of who don't match.

  • Suggested answer
    Syed Ibrahim Profile Picture
    Syed Ibrahim 6,257 on at
    RE: A report of who does not have said product.

    Hope below link will help you structure your query.

    www.magnetismsolutions.com/.../microsoft-dynamics-365-july-2017-update---not-in-queries-for-views-and-advanced-find

    Hope this helps

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: A report of who does not have said product.

    Thanks Mihir.

  • Suggested answer
    Mihir@CRM Profile Picture
    Mihir@CRM 4,036 on at
    RE: A report of who does not have said product.

    You can do the following -

    1. Set a custom roll-up field on the Account / Contact form, call it # of Subscriptions

    2. Set the roll-up field to add all subscriptions

    3. Place the field on the form and views.

    Now you can see the Accounts or Contacts with 0 subscriptions.

    Note - The auto update of roll-up field will probably work once a day so you may not see the # of subscriptions updated instantly.

    Hope this helps.

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