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.

Scott Durow:

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

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Step 2: Give it a name, set Members to Account and make the List Dynamic

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Step 3: Go to manage members and run a query as seen on the screenshot below

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Step 4: Check the results, as you can see in my example — 13 accounts appear, see below

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Step 5: Make a second list and make it as seen below, static:

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Step 6: Go to manage members

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Step 7: Run a query looking for all accounts with open opportunities

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Step 8: Check the box adding all the members produces by the query

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Step 9: Check the results, in my example you can see 26

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Step 10: Open both the lists you just made, put them next to each other and start deleting all members in the static list

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Step 11: What you are left with is all accounts + open opportunites + NO activity, see below (26-13 = 13)

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Step 12: Rinse and Repeat — check the steps in the description in the screenshot below

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Hope this is enough for you guys.

It certainly works for me.

Cheerio, see you on the Forum.

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4 responses to “How to find Open Opportunities with NO Activities (without having to use FetchXML)”

  1. Karth Srinivasan says :

    Reblogged this on XRM in a Dynamics Box and commented:
    Nice article on how to find Open Opportunities with NO Activities

    Liked by 1 person

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