Next, add the following filter condition for the Account. In the Query Builder, select link-entity opportunity (aa) and change Link type to “outer”. Next, we will use the View Designer tool in the XrmToolBox to modify the FetchXML for this view to accomplish our goal. This view returns Account that DO have Opportunities created in the last 6 months. In this post, I will walk you through the steps to create a System View that returns Accounts without Opportunities created in the last 6 months.Ĭreate a system view with the following filter conditions. Accounts without Cases in the last month.Contacts without Phone Calls in the last 1 year. Accounts without Opportunities created in the last 6 months.You cannot add filter conditions for the child entity once you select the “Does Not Contain Data” filter condition at the entity level.ĭue to this limitation, you still cannot create the following searches using this feature. However, as mentioned in that post, this feature (in its current implementation) has limitations. For example, Accounts without any Contacts. In the previous post, we reviewed the new feature in Dynamics 365 v9 that enables users to search for records in one entity without any data in a related child entity using Advanced Find. CRM Functional Consultant, Arbela Technologies Creating system views with complex “NOT IN” filter in Dynamics 365 for Customer Engagement By Abi Shende, Sr.
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