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Accounts with no Contacts

  • 1.  Accounts with no Contacts

    SILVER CONTRIBUTOR
    Posted 10 days ago
    Hi,

    Any advice on how to identify which Accounts have no Contacts?  I thought there was a way with the Version 9 but it doesn't seem evident to me.  Help?

    Thanks in advance to everyone who responds.
    Cara

    #CustomerEngagement
    #nocontactsunderAccount
    ​​​

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    Cara McCulloch
    Green Shield Canada
    Windsor ON
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  • 2.  RE: Accounts with no Contacts

    TOP CONTRIBUTOR
    Posted 10 days ago
    @Cara McCulloch - There is an option in ​Advanced Find using the "Does Not Contain Data" filter. You can find out more in this article: https://community.dynamics.com/crm/b/magnetismsolutionscrmblog/archive/2018/06/20/find-records-without-a-child-record-in-dynamics-365-v8-and-v9

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    Aaron Back, MCSE
    Sr. Microsoft Dynamics 365 Consultant
    www.acemicrotech.com
    _______________________________________
    CRMUG Board Member
    CRMUG Chapter Leader - Cincinnati, Ohio
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    Original Message


  • 3.  RE: Accounts with no Contacts

    Posted 9 days ago
    I use a Rollup field on the Account entity to track the number of Contacts related to each account.  It does take 24 hours before the field is calculated for the first time.  This article explains them very well. Define rollup fields
    Microsoft remove preview
    Define rollup fields
    Applies to Dynamics 365 for Customer Engagement apps version 9.x (on-premises) Rollup fields are designed to help users obtain insights into data by monitoring key business metrics. A rollup field contains an aggregate value computed over the records related to a specified record, such as open opportunities of an account.
    View this on Microsoft >


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    Steven Mayhue
    Lead Developer/DBA
    My Florida Regional MLS
    Altamonte Springs FL
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    Original Message


  • 4.  RE: Accounts with no Contacts

    SILVER CONTRIBUTOR
    Posted 9 days ago
    Got it, thanks so much.  This is perfect!  ​

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    Cara McCulloch
    Green Shield Canada
    Windsor ON
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    Original Message


  • 5.  RE: Accounts with no Contacts

    Posted 9 days ago
    Ditto what Aaron posted.

    This new feature in v9 has been a great benefit.


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    Brian Mergen
    Dynamics 365 (CRM) Administrator/DBA
    Morton Buildings, Inc.
    Morton IL
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    Original Message