Dynamics CRM Solution to Create “Does Not Have” Queries using Advanced Find
CRM Intelligent Query is a free, MS Dynamics CRM solution from Cobalt that allows you to create “does not have” or “does not exist” queries using the standard Advanced Find interface. The solution is simple. Whether you want to find customers with no cases or prospects with no activities, CRM IQ allows you to find the data you need to act on easily using the native CRM Advanced Find tool you know and love.
By downloading and installing this solution package you are agreeing to the following:
THIS SOFTWARE IS PROVIDED BY THE COPYRIGHT HOLDERS AND CONTRIBUTORS “AS IS” AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL THE COPYRIGHT OWNER OR CONTRIBUTORS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.
Out of the box Dynamics CRM does not allow you to build an Advanced Find query to find a parent record that does not have any child records. There are solutions to this problem, but they all involve manipulating Fetch XML and uploading the view back to CRM as a read-only view. Definitely, not user friendly.
CRM allows you to build queries using the Advanced Find tool where you can specify that the ID of a record does not contain data. Like below:
The query pictured under “The Idea” will normally bring back 0 records. Creating such a query is counter-intuitive and essentially useless. CRM Intelligent Query puts just such a query to good use by inferring that the user truly meant to Find All Accounts that don’t have Cases. This is a far more meaningful and useful query and requires no manipulation of the Advanced Find front end.
Does it Work for Any View?
Yes. Intelligent Query will work for any and all system entities and custom entities you’ve created or installed from another solution. It will also work for any and all Saved Views in CRM.
How Do I Get It?
You can download the solution for free from the form above. Once you’ve downloaded the solution unzip the package and select the solution for your version of CRM. Intelligent Query is supported for CRM 2013, 2015 and Online.