How to find Open Opportunities with NO Activities (without having to use FetchXML)

Nice article on how to find Open Opportunities with NO Activities

Playing around with MSCRM 2011 for Sales & Marketing

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:

His blog:

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…

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