Nice article on how to find Open Opportunities with NO Activities
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.
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
Step 2: Give it a name, set Members to Account and make the List Dynamic
Step 3: Go to manage members and run a query as seen on the screenshot below
Step 4: Check the results, as you can see in my example — 13 accounts appear, see below
Step 5: Make a second list and make it as seen below, static:
Step 6: Go to manage members
Step 7: Run a query looking for all accounts with open opportunities
Step 8: Check the…
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