How to find Open Opportunities with NO Activities (without having to use FetchXML)
Someone on the MSCRM Forum asked this question and with help from Scott Durow we found a way to get the right results without the need of coding.
His MSCRM profile: https://community.dynamics.com/members/ScottDurow/default.aspx
His blog: http://www.develop1.net/public
Below you can see my step-by-step process with screenshots. Hopefully it’s enough for you guys to be able to get the same results.
Step 1: Make New Marketing List
Step 2: Give it a name, set Members to Account and make the List Dynamic
Step 3: Go to manage members and run a query as seen on the screenshot below
Step 4: Check the results, as you can see in my example — 13 accounts appear, see below
Step 5: Make a second list and make it as seen below, static:
Step 6: Go to manage members
Step 7: Run a query looking for all accounts with open opportunities
Step 8: Check the box adding all the members produces by the query
Step 9: Check the results, in my example you can see 26
Step 10: Open both the lists you just made, put them next to each other and start deleting all members in the static list
Step 11: What you are left with is all accounts + open opportunites + NO activity, see below (26-13 = 13)
Step 12: Rinse and Repeat — check the steps in the description in the screenshot below
Hope this is enough for you guys.
It certainly works for me.
Cheerio, see you on the Forum.