In this webinar, our experts showcase a variety of demo use cases of how different components of the...
In Microsoft Dynamics CRM, searching for records that meet specific criteria is really straightforward. However, people often want to search or report on records where data does not exist. The most common example is prospects without Opportunities. There isn't a direct way to search for the absence of the Opportunity record, but with a few extra steps and the use of a marketing list, users can easily create this list. Without further ado, here is how you can search for accounts or contacts without Opportunities in CRM 2011!
Static is the default setting for marketing lists. What this means is that this list will not reference changes to your search criteria. (Opportunities added after this list is created will not be reflected. This is a snapshot in time.)
In my example, the prospects exist in the Account table.
(Note: If you selected "Contact" as the member type is Step 1, this search should be against Contacts instead of Accounts.)
And the values are added to the list.
As mentioned previously, it's easy to search for criteria where the data is present, so in this case, users can search for the values with Opportunities and subtract them from the list.
Congratulations! The list that remains is the list of prospects without Opportunities. It looks like this super sales team has open Opportunities for about half their customers.
Happy CRM'ing!