Microsoft Dynamics CRM (Archived)

Report or View on lost and No won Opportunities

(0) Share

Report

Posted on by Dev Dex

155

Hi Guys,

I have a task to create Report or View in Dynamics CRM 365, here are the details

I want to pull All Accounts with Only Lost Opportunities with No Won Opportunities. i tried different methods but didn't help, can you please some solutions.

Many thanks

*This post is locked for comments

I have the same question (0)

All responses (9)

Answers (1)

Gopalan Bhuvanesh 11,401 on at

Like (0)

Report

Do you mean, Lost Opportunities (Status) with No Won (Status Reason) Opportunities?

Was this reply helpful? Yes No
Dev Dex 155 on at

Like (0)

Report

No, i mean for All Accounts in the system, i want to pull lost opportunities e.g.

if 1 account has 10 lost opportunities and 2 won opportunities related to it (i don't want to pull this )

if 1 account has 2.5,10 or n number of lost opportunities and no opportunity with Won status i need this record.

i hope it clarifies...

Was this reply helpful? Yes No
Gopalan Bhuvanesh 11,401 on at

Like (0)

Report

Hi

Is this you are looking for?

Was this reply helpful? Yes No
Dev Dex 155 on at

Like (0)

Report

Hi thanks you for the answer, Not exactly.

I tried this yesterday and accounts i get from this query, e.g. it returned me 5 accounts and copied of one them account and ran another view to make sure accounts i have received form the query has WON opportunity at all but it is returning me Won opportunities related this account

I only need accounts with lost opportunity AND they must not have any related won opportunity.

i hope it make sense

thanks

Was this reply helpful? Yes No
Suggested answer

Gopalan Bhuvanesh 11,401 on at

Like (0)

Report

Hi

If you tried with report and it is difficult to achieve, then you can have two Rollup fields in Account.

One for Won opportunities count and the other for Lost opportunities count.

Was this reply helpful? Yes No
Suggested answer

ashlega 34,477 on at

Like (0)

Report

Hi,

there is no "not exists" condition out of the box, so this may help:

www.cobalt.net/.../cobaltintelligentquery

Was this reply helpful? Yes No
Verified answer

M.Azwar Alam on at

Like (1)

Report

Hi,

Try following solutions:

1- Add two rollups field on account entity one is for Won Opportunity Count and second one is for Lost Opportunity Count. Then use advanced find for account entity and add filter criteria in which Won Opportunity Count = 0 and Lost Opportunity Count > 0

2- If you have on-premise then you can use SSRS Report using direct SQL Query to generate this report

Mark as answer verified, It it works for you

Was this reply helpful? Yes No
Suggested answer

a33ik 84,331 Most Valuable Professional on at

Like (3)

Report

Hello,

I would suggest to use Marketing Lists for this purpose. Here is how you can do that:

1. Create Marketing List with "account" entity and "static" type.

2. Use "Add based on Advanced find query" add feature using filter "Account that have lost opportunities".

3. Use "Remove based on Advanced find query" to remove account that have won opportunities.

Was this reply helpful? Yes No
Dev Dex 155 on at

Like (0)

Report

Thank you very much for the answer, it works

Was this reply helpful? Yes No