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Suggested answer

Report on the absence of specific records

Posted on by 80

At the moment we have a massive list of fields on the Account form that have a boolean to show if the Account has a product.  There are also contract dates.

It has been there a long time and is clearly bad practice.

I would like to replace with a custom entity and a grid.

Sales and Marketing need to be able to identify Accounts that do not have a specific product.  Potentially something like has this product but does not have that product etc.

I know that I can report on parent entities which have no child entities in a relationship since v9.  However that seems to be all or nothing.

I can't see how they could easily do an Advanced Find that also incorporates a filter of the child records.

Does anyone have any ideas around how I can resolve this problem?

I could do something with PowerBI.  I have the Crowe Editable Grid but am not sure f it can do such an advanced query.  Would be good to be as native as possible.

  • Suggested answer
    RE: Report on the absence of specific records

    Hi GordonJohnston, I hope you are doing good.

    Have you tried doing a dashboard with an advanced find? If not follow this in order:

    1. Create or edit a view in Dynamics 365 Customer Engagement (on-premises) | Microsoft Docs

    1.1. Create, edit, or save an Advanced Find search (Dynamics 365 Customer Engagement (on-premises)) | Microsoft Docs

    2. Create or edit a chart (Dynamics 365 Customer Engagement (on-premises)) | Microsoft Docs

    3. Create or edit system dashboards | Microsoft Docs

    I would tell you the most critical part is when you have to create de advanced find query. What I suggest to you is when looking for an entity, look for Accounts, then add the entity column Product (make sure they have a relationship) and finally, use conditions and filters to refine the information you need to be displayed in a view.

    Here info of how others are referencing entities:

    Account Entity Reference (Dynamics 365 Customer Engagement) | Microsoft Docs

    If this answers your question, check it as verified.

    Thanks, and welcome to this amazing Microsoft Community.

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