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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Contacts who have not ...
Customer experience | Sales, Customer Insights,...
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Contacts who have not been in contact for a period of time

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Posted on 27 May 2021 09:52:39 by TedW 474

Hi,

For the purposes of GDPR. We need to find a list of Contacts who have an Opportunity but who have not contacted our company for the last 3 years then remove them from the system.

Is there any straightforward way of finding these Contacts? I have looked at a few posts but it does not look particularly easy to do using Advanced Find. Should I be searching for Email activities created on or before May 2018?

Thanks a lot

Ted

  • TedW Profile Picture
    TedW 474 on 01 Jun 2021 at 08:17:58
    RE: Contacts who have not been in contact for a period of time

    Hi Andrew,

    Activities related to the Contact.

    Thanks a lot

    Ted

  • a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on 31 May 2021 at 15:47:39
    RE: Contacts who have not been in contact for a period of time

    Ted,

    Are you looking for Activities that are related to contact or to opportunity?

  • TedW Profile Picture
    TedW 474 on 31 May 2021 at 12:57:21
    RE: Contacts who have not been in contact for a period of time

    3666.Untitled.jpg

    Hi Andrew,

    Thanks. Had another look at the Advanced find and this is what I have used. Its definitely still not correct as I have gone into some of the COntacts and can see they have activities in their timeline from after the date specified.

    Thanks

    Ted

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on 28 May 2021 at 13:28:59
    RE: Contacts who have not been in contact for a period of time

    Ted,

    Screenshot is worth 100 words. Just post the screenshot of advanced find it in the reply - use "Use Rich Formatting" to add it.

  • TedW Profile Picture
    TedW 474 on 28 May 2021 at 08:17:45
    RE: Contacts who have not been in contact for a period of time

    HI Andrew,

    Thanks for your response. Yes I agree, Part 1 is easy, no problems there. The problem is Im not sure of the difference between Activites (Regarding) or Activity Parties. I have just done a quick advanced find for Contacts with an Opportunity, Activities Regarding-Contains Data, and Date Created, on or before May 2018. The number of Contacts it has returned appears to be very small. We have approx 35,000 Contacts in our CRM, I know there has to be at least 3 or 4 thousand that havent been in contact for 3 years yet it has only returned 246.

    Thanks

    Ted

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on 27 May 2021 at 14:42:01
    RE: Contacts who have not been in contact for a period of time

    Hello,

    There is an easy but not straightforward way for you - marketing lists.

    1. Create a static marketing list with "Contact" type members.

    2. Add contacts to the created marketing list using advanced find query like "Contacts who have an Opportunity" - that should be easy enough.

    3. Remove contacts from the marketing list using advanced find query like "Contacts who have an activity for last 3 years" - there is a chance it won't be straight forward but it's doable anyway.

    As a result that marketing list will contain all contacts you need.

    Feel free to get in touch if you have any issues.

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