“Not In” \ “Does Not Have” Query in Dynamics CRM – By Cobalt

In Dynamics CRM Advanced Find, Querries can be built for various conditions \ for various filter criteria. But, “Not In” type queries cannot be built and it doesn’t work with OOTB querying. Cobalt has a cool feature which allows users to make “Not In” \ “Does Not Have” types of queries in Advanced Find and for Views.

The Problem:

One Account can have many Cases. Dynamics CRM can display all the “Accounts which has Cases” in Advanced Find\Views. But, Dynamics CRM cannot display all the “Accounts which has no Cases” using Advanced Find\Views.

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Solution:

Use “Does Not Contain Data” clause for filtering Continue reading ““Not In” \ “Does Not Have” Query in Dynamics CRM – By Cobalt”

Updating Resolved Cases in Dynamics 365

Some Dynamics 365/CRM record updates need specific workarounds. Due to various reasons such as adding new fields to case entity, option set changes, migrating data to some other environments etc… developers need to modify the case records including resolved cases. This post is to explain a workaround for updating and migrating Resolved Case records.

Get resolved cases using views or advanced find.

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Export all the resolved case records using Excel Online. Continue reading “Updating Resolved Cases in Dynamics 365”