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‘Not in’ queries for System Views
In July 2017 it became possible to use a ‘Not in’ clause in an advanced find in Dynamics 365, e.g. to create a view of something like ‘All Accounts with no Contacts’:
This was all well and good for advanced find, which you could then save as a personal view. However, it was still not possible to do this in a system view. The option to select the ‘Does not contain data’ on the related entity simply isn’t there:
However, I then tried using the new PowerApps designer. This is the new interface for doing customisations which you can use instead of the classic Dynamics 365 one. You simply log into PowerApps.com. When in there, go to Data/Entities and select your entity and then select the ‘View’ tab and ‘Add view’ (you can of course do this in a solution, which is generally best practice, which is available to do in PowerApps, but is a little out of the scope of this blog):
Give it a name and then select the ‘Edit Filters’:
Select ‘Add/Add related entity’:
Select the related entity and ‘Does not contain data’.
Please note the wording of the relationship here is different from the classic Dynamics 365 customisations module. In this example, the classic UI shows the relationship as ‘Contacts(Company name)’ and the new PowerApps UI shows it as ‘Company Name(Contact)’. But it is the same relationship.
And there you have it. You’re no longer restricted to just using ‘Not in ‘queries in advanced find and can now extend it to system views as well.
Happy CRM everyone!
The OA Systems development team has a really detailed understanding of every layer of our businessAyla Hutton, Technology and Projects Manager at Safety ‘n Action
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