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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to see the leads w...
Customer experience | Sales, Customer Insights,...
Suggested answer

How to see the leads without interactions in the past 6 months

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Posted on by SJ-14061328-0 2
Hi,
I want to know how to the leads without interactions during the past 6 months. I'm not able to find the good filter to do this. 
Can someone help me please ? 
 
Thanks,
Sarah
  • Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    How to see the leads without interactions in the past 6 months
    Hi,
     
    This is because if you filter through the OOB filter, you can only filter out leads that have never had a related activity record.
     
    With FetchXMLBuilder, you can add an additional condition that filters out leads that have no related activity records for the last six months only.
    The reference link is below.
     
    Best Regards,
    Dengliang Li
     
  • Suggested answer
    SJ-14061328-0 Profile Picture
    SJ-14061328-0 2 on at
    How to see the leads without interactions in the past 6 months
    Hi, 
     
    Thank you for your answer! To be honest I don't really understand your feedback. 
    Why do I have to use another tool ? 
     
    I want to have an easy and quick way to just filter directly in my CRM dynamics, the leads with no interactions during the past 6 months. Is there any way directly in the CRM to do that ? 
     
    Thanks in advance for your help!
    Sarah
  • Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    How to see the leads without interactions in the past 6 months
    Hi,
     
    Has the issue been solved?
    Have there been any updates? Please feel free to ask me if you have any questions!
    If it has been resolved, can you mark the response as an answer?
     
  • Suggested answer
    Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    How to see the leads without interactions in the past 6 months
    Hi,
     
    You can use FetchXMLBuilder to build target view.
     
    First create a lead view with no associated activity records at all.
     
    The view opens in FetchXMLBuilder.
     
    Edit the XML code and the result is shown below.
     
    Save the view.
     
    If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
    If you have further questions, please feel free to contact me .
     
    Best Regards,
    Dengliang Li
     

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