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Count number of records with same data

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Posted on by crmrsw15

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Hi,

I have a requirement to create a view that only contains records that don't have duplicates in a specific field.

i.e. a Contract ID field actually has the same ID when the contract is renewed, meaning several records could exist for the same contract ID. I need to create a view that only shows records that do not have duplicate contract IDs.

To do this I would assume I would need to create a rollup field to count this but cannot see how this is possible.

I could obviously do this with SQL via an SSRS report but would like it to be a view instead. Can anyone point me in the right direction?

Thanks,

Richard

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Hi crmrsw15 ,

you have to create a plugin/custom workflow (on create and update Contract ID field events) which counts all records with same ID and updates all these record with the results (record count).

This way you will filter record with "Record count" = 0.

Please let me know if you solve.

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Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

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http://www.francescopicchi.com

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