A scenario that seems to come up a lot is one where managers want to identify a list of records that do not have a certain related record. For example, “Give me a list of all the companies that don’t have any associated opportunities.” Seems like a fair enough request. However, there is no out-of-the-box way to accomplish this in CRM.
I recently came across a scenario where a client wanted to identify Opportunities that did not yet have a related Project. Increasingly, I am finding sales process requirements are including a step for creating a related Project or Implementation or Contract (or fill in the blank) against an existing Opportunity or Account. Managers often want to know which of their Opportunities are ready for a Project to be created, but do not have a Project created yet. The problem is there is no way to do this with Advanced Find.
Here is one way I’ve found to get around this limitation using what you learned in my previous post about FetchXML Builder (go read it).
You can begin building your Advanced Find with the appropriate criteria. Be sure to include the related criteria in your query. Simply choose the record you want to relate and enter a simple line like where Project Contains Data.