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Microsoft Dynamics CRM (Archived)

How to create Filter / advanced find Contacts based on Account Property

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Posted on by Microsoft Employee

(Im using Dynamics CRM online)

Lets say I want to make a view to find all Contacts that belongs to Accounts based in a certain city or all Contacts where the Account is Active.

Is this possible?

/Robert

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  • a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: How to create Filter / advanced find Contacts based on Account Property

    This is related to lookups that can reference several types of entities (like customer lookup of regarding object lookup). So this name in brackets just shows join to what entity was used.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to create Filter / advanced find Contacts based on Account Property

    Ok, that was exactly what I intended to. Thanks a bunch!

    But for the future (of my career ;)):

    Im clearly misunderstanding that dropdown, what has Company Name to to with anything here, I interpreted that line as "Company name of my account", to be set to "Microsoft" or whatever. What is the difference between

    Company name (Account) and Company name (Customer)  in the same dropdown?

    In short, how should I interpret <property name>(<entity name>). Are there some resources you can recommend?

  • Verified answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: How to create Filter / advanced find Contacts based on Account Property

    Hello Robert,

    You can use query similar to following:

    6180.AF.png

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