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How do I create a task view to see what tasks are overdue by user - how do I get this emailed directly to my boss to look at

Is it possible to set up a task view for leads that have not been contacted or reminders not attended to ?

fixer1234
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gigi
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1 Answers1

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To answer your question about setting up a view for leads that have not been contacted or reminders that have not been attended to, Dynamics CRM does not have the functionality to do this out of the box. However, Cobalt has an excellent plugin called Intelligent Query that will search for records that do not have an associated record.

http://blog.cobalt.net/blog/building-not-in-queries-using-dynamics-crm-advanced-find

If for some reason that option doesn't work for you, there are a couple of workarounds.

  • For leads/contacts/accounts you can create a marketing list with all records of that type and then remove the ones that do have an associated record. http://www.powerobjects.com/2015/10/01/how-to-find-ms-crm-records-without-activities-using-advanced-find/
  • For other records the only other option would be to create a field on the record that indicates whether it has an associated record or not. So you could have a field on the account entity that gets ticked when an order is placed under that account, which would require a workflow.
fenix.shadow
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