How to Find MS CRM Records without Activities using Advanced Find
Advanced Find is a great tool within Microsoft Dynamics CRM that allows users to find records that meet a set of criteria defined. One of the ways you can use the Advanced Find tool is by executing a search based on the activities associated with a specific record. However, if you need to query records that do not have any activities associated with it, you can follow this simple tip in our blog today to still get the results you are looking for. Let's begin!
Let's take a look at an example. Say you need to retrieve all Contacts that do not have any activities associated with them. In order to do so, follow the steps below:
1. First, create a static Marketing List.
2. Click on the '+' sign next to the members grid to manage members.
3. Use Advanced Find to add all Contacts as members.
4. This is what the Advanced Find query to add all active Contacts looks like.
5. Next, select Add all members returned by search to the marketing list and click Add to Marketing List.
6. Above the Members grid, click on '+' to manage members.
7. Select Remove using Advanced Find and click Continue.
8. Next, build another Advanced Find query to fetch all the Contacts with activities as shown below. Click Find.
9. Select Remove all members returned by the search from the marketing list and click Remove from Marketing List.
The list will be updated to only include Contacts with no activities associated. You can then create an Advanced Find to locate all the Contacts that are members of this Marketing List and there you have it!
Please note that since this is a static Marketing List, it can become stale after a while. You should always refresh static Marketing Lists before you use them to insure that the data is up-to-date.
That's all for today, readers. For more information on CRM, Advanced Find, and other useful tips, feel free to contact us! Also, make sure you check out our blog weekly for the latest news and educational materials.
Until next time, happy CRM'ing!
Merge Duplicate CRM Records with the Click of a Button with PowerMerge
PowerMerge is a PowerPack add-on with a lot of power! Having clean, up-to-date data in your CRM is vital to any organization. With multiple people entering information into a CRM system daily, it happens all too often that duplicate account, contact, and lead records are created.
With PowerMerge, Microsoft Dynamics 365 users can quickly and efficiently merge duplicate CRM records based on the information entered in the email, company, or name fields. The solution then counts and merges all your duplicate records. In today's blog, we'll dive in and see the add-on in action!
The PowerMerge solution combines all information across duplicate records into one concise record. The add-on does this by using the record selected by the user as the parent record, and adding information to the fields that have not been filled out yet that are visible on a duplicate record. When merging records, fields that are already filled out on the original record will not be overwritten and duplicate records are disabled and never deleted so you can merge records with confidence.
Follow the steps below to see how easy PowerMerge makes merging records.
Once the solution has been imported and registered into your CRM, click on the PowerPack title in the navigation bar and select PowerMerge.
When the PowerMerge wizard opens, select the Entity and the Entity View you would like to use to clean up duplicates.
In the latest version of the solution, users have the option to select your merge options. Here you will see these 3 options:
Default: Leaving the option as default will merge duplicates based on which record comes first in the view you've selected (first record in the list wins, or becomes the parent).
Original records into Latest Record: Choosing this option will merge all older records into the most recently created record (last created wins).
Latest records into Original Record: Choosing this option will merge latest created records into the first created record (first created wins).
Lastly, select the Count Duplicate button to search how many duplicates were detected. Once you have counted the duplicates you can select Start Merging. This will begin the process of merging all duplicate records.
It's as simple as that! With PowerMerge your organization can have clean data within minutes. PowerMerge is one of thirty-one add-ons that PowerObjects has developed to enhance Dynamics 365 functionality. Like all PowerPack add-ons, a free 30-day trial of solution is available for download directly from the PowerMerge web page.