Advanced Find – “NOT IN” Query is Supported in v9.0

Dynamics 365 9.0 supports “Not In” \ “Does Not Have” type of queries as an OOTB feature in Advanced Find. In previous versions of Dynamics 365 had no this feature but there were some custom solutions to facilitate this problem.

The problem in previous versions : 

This post (“Not In” \ “Does Not Have” Query in Dynamics CRM – By Cobalt) explains the problem and it describes a solution for the problem for previous versions.

The solution in 9.0 :

The scenario is to query all the accounts which have no cases under in each account.  Following query returns the expected results using advanced find without installing any third party components.

“Does Not Contain Data” Clause

AdvancedFindNotInQuery

The above advanced find query doesn’t allow users to select any more attributes from the cases as it looks for accounts which have no cases. It’s very logical to restrict the user to filter values from the cases when “Does Not Contain Data” option is selected. Continue reading “Advanced Find – “NOT IN” Query is Supported in v9.0″

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“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.

query1

Solution:

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