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[Closed] Microsoft CRM 2011 help needed: Views

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 mrmo
Posts: 10710
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Topic starter
 

I need to create a dynamic view, normally this is ok but i am having a nightmare and rapidly coming to the conclusion this what i am trying to do is impossible

I have to look at the accounts table linked to the sales order table and select all customers who have bought a specific product. But i only want those customers who have not bought it for the last three months.

I can get a list of all customers who have bought, i can get a list of those who have bought recently, but i can see no way of getting only those customers who have not bought recently.

I can do this easily in SSRS but it has to be a view, reps being reps i have to make this as easy as possible for them. Particularly on a newish install and a number of the reps believing that CRM is big brother so looking for any excuse not to use.

I am wondering if it is possible to edit the Fetch XML behind the view, whether i can use a web resource, workflows, anything really.


 
Posted : 22/06/2012 6:12 pm
Posts: 0
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Uruguay beat Argentina 4-2 in the 1930 World Cup.


 
Posted : 22/06/2012 6:48 pm
 mrmo
Posts: 10710
Free Member
Topic starter
 

bump


 
Posted : 25/06/2012 10:24 am