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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How can I find Leads w...
Microsoft Dynamics CRM (Archived)

How can I find Leads with no Activities since a certain date?

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Posted on by Tom Santschi 35

Our sales team wants to reach out to leads every three months.  I am trying to write a query in the Advanced Find that results in all leads that have had no completed Activities since a certain date.  Please help!

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  • Suggested answer
    GL-23071537-0 Profile Picture
    GL-23071537-0 Microsoft Employee on at

    Hi Tom,

    You can run the out-of-the-box Neglected Leads report.  You can also do your own queries.  See this previous post.

    community.dynamics.com/.../174323.aspx

    And also this blog...

    www.powerobjects.com/.../searching-for-accounts-contacts-without-opportunities

  • Tom Santschi Profile Picture
    Tom Santschi 35 on at

    Thanks Gretchen.

    We went the plugin route and created a "Last Activity Date" field on the Lead.  Having moved from SalesForce to CRM, the Sales team built their processes around that field.  It seems a natural datapoint... I wonder why MS didn't do something similar.

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