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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Contact View - Listing...
Microsoft Dynamics CRM (Archived)

Contact View - Listing Activity(s), Creating a "Who I still need to call" list...

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Posted on by Community Member

Hi,

For a contact view I would like to have a column that lists activity for that particular contact.  At the end of the day I was I suppose looking for a list that I can filter for "no content" for activities, listing those I still need to call.  I know how to add columns and filter based on no data, data, etc.  I just do not know where to locate the field that shows activities for that contact with a view.

Any insight would be appreciated.

MD

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  • Aiden Kaskela Profile Picture
    Aiden Kaskela 19,696 on at

    Hi Mike,

    Could you clarify a little for me? Are you looking for contacts that don't have an activity (with some other criteria), or activities that exist and you want specific data from them?

    Thanks,

     Aiden

  • Community Member Profile Picture
    Community Member on at

    Hi, just contacts with no activity yet.  Eventually I'm sure I I'll have views with exotic date ranges, etc., but for now just any activity.

    Thanks.

  • Suggested answer
    Aiden Kaskela Profile Picture
    Aiden Kaskela 19,696 on at

    Mike,

    Out of the box, you can't query CRM for records that don't have other records in a 1:N or N:N relationship (i.e., contact's with no sales order). There's a free add-in available on the App Source called Intelligent Query from Cobalt that'll let you build your query in the Advanced Find (also here: www.cobalt.net/.../cobaltintelligentquery )

    Build you query for contacts and link to activities the way you normally would, but on the activity link add a condition "Does Not Contain Data". There are details on the site. The result will give you back contacts that don't have any activities. Save the view and you'll be able to access it anywhere.

    Hope this helps! I'd appreciate if you'd mark this as Answering your question.

    Thanks,

     Aiden

  • Suggested answer
    Aiden Kaskela Profile Picture
    Aiden Kaskela 19,696 on at

    Mike,

    Another approach would be to use FetchXml to get back the records and use a left outer join (which is what Intelligent Query does). You can write the Fetch yourself, you'd just need a place to run it from. Here's documentation on that: msdn.microsoft.com/.../dn531006.aspx

    Hope this helps! I'd appreciate if you'd mark this as Answering your question.

    Thanks,

     Aiden

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