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Microsoft Dynamics CRM (Archived)

Finding a subset of data in an Advanced Find

Posted on by Microsoft Employee

Hi,

We have products associated to contacts and have a requirement to find all contacts that only have a certain product associated.  The data would look a little like this:

Contact Product
A 1
A 2
B 1

So, as you can see, Contact A has two products but Contact B only has one.  We would like to be able to produce an advanced find that brings back contacts that have Product 1 but NOT Product 2, therefore the result would be Contact B only.

Is this possible?

Thanks!

Jon.

*This post is locked for comments

  • Suggested answer
    Kokulan Profile Picture
    Kokulan 18,048 on at
    RE: Finding a subset of data in an Advanced Find

    Hi

    If you do not have loads of products, you could try something like this

    ScreenClip-_5B00_314_5D00_.png

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Finding a subset of data in an Advanced Find

    Hi Kokulan,

    I'm not sure that would work as wouldn't that pull back both contacts if they had the ArmBand 100 product?  I'm trying to find the contacts that only have that product and not that product plus something else.

    Hope that makes sense!

    Jon.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Finding a subset of data in an Advanced Find

    Hi Jarrod,

    The relationship is 1:N from the contact, so a contact can have many product records associated to it.  I'll give that a try and see what I can get!

    Thanks,

    Jon.

  • Jarrod Williams Profile Picture
    Jarrod Williams 1,747 on at
    RE: Finding a subset of data in an Advanced Find

    Hi Jon,

    What kind of relationship exists between Contact and Product and is there one or multiple?  

    With finds you have to think about things a bit backwards at times and have the Look For be the entity where the lookup exists on the form and then pull in related data as needed.  

  • Suggested answer
    Kokulan Profile Picture
    Kokulan 18,048 on at
    RE: Finding a subset of data in an Advanced Find

    Hi

    Yes its possible, you can create your query as shown below

    ScreenClip-_5B00_308_5D00_.png

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