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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Create report: Account...
Microsoft Dynamics CRM (Archived)

Create report: Accounts with NO closed phone call the last 3 month

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Posted on by Community Member

Hi all, 

I would like to create a report where I can see the Accounts that we have not contacted via phone the last 3 month. The logic would be a NOT function with the following values: NOT : (activity type = call, activity status =completed, actual end date = Last 3 month). 

The NOT function is not possible in Dynamics CRM as far as I have understood. However there is a workaround. It's possible to create a marketing list with all accounts and then remove accounts with phone contact the last 3 month. I got the idea form the following post:

https://community.dynamics.com/crm/f/117/t/13108

However the report does not pick up if we have closed a phone call on a opportunity for a particular account. I think the issue is my report only pick up the value in "regarding", which would be the opportunity e.g. product X, instead of the account name. 

Does anyone know how i could include opportunities in my report above? Alternatively come up with another way to create the report I need?

FYI I have enclosed the selection in my report below. 

Test-1.JPG

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I have the same question (0)
  • Suggested answer
    prt33k Profile Picture
    prt33k 6,907 on at

    Hi Michael,

    You can use NOT in fetchxml using left join.

    Something like this should be work:

    <fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="true">
 <entity name="account">
   <attribute name="name" />
   <link-entity name="phonecall" from="regardingobjectid" to="accountid" alias="ab" link-type="outer">
      <attribute name="regardingobjectid" />
		<filter type="and">
			<condition attribute="statecode" value="1" operator="eq"/>
			<condition attribute="actualend" value="3" operator="last-x-months"/>
		</filter>
   <filter type="and">
       <condition entityname="ab" attribute="regardingobjectid" operator="null" />
   </filter>
 </entity>
<fetch/>


    You can get more details here : https://msdn.microsoft.com/en-in/library/dn531006.aspx

    Thanks,

    PS

  • Community Member Profile Picture
    Community Member on at

    Hi ps,

    Many thanks, but i dont fully understand your answer or the explanation in the link. Does the solution require programming ie the code lines you have put in your post?

  • Verified answer
    prt33k Profile Picture
    prt33k 6,907 on at

    Hi Michael,

    So my assumption was that this is a fetchxml based report.

    technet.microsoft.com/.../dn531151.aspx

    If this is the case then you can create a report at entity level and run the report on demand.

    However, if you are looking for a 'View' which will provide you this data then this solution will not suffice.

    Thanks,

    PS

  • Community Member Profile Picture
    Community Member on at

    Hi PS,

    Many thanks.

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