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Regular Visitor

Scheduled Report on Accounts without open Opportunities

Hi Guys,

 

I'm trying to build a Flow that sends a Report out via E-Mail on all Account that don't have an open Opportunity.

Is that even possible?

 

I found this Post: https://powerusers.microsoft.com/t5/Using-Flows/How-to-get-N-1-relationship-data-from-Dynamics-CRM/m...

But I'm unclear if I can use this and how to use this to look for Accounts WITHOUT Open Opportunities.

 

Could there be a way where I get all Accounts and all Open Opportunities and then filter on the Accounts that are not in the Opportunity List?

1 ACCEPTED SOLUTION

Accepted Solutions
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Community Support
Community Support

Re: Scheduled Report on Accounts without open Opportunities

Hi @Sebe1,

 

It seems like you can get the list that Accounts for open Opportunities.

You could list all Email accounts, loop through all Email accounts, then use the contains() function to determine the list that Accounts for open Opportunities whether it contains current Email accounts.

For example,

the list that Accounts for open Opportunities, array variable named "List":

[
"Email1@domain.com",
"Email2@domain.com",
"Email3@domain.com"
]

A email needs to determine whether exists in the above list:

Email123@domain.com

contains(variable('List'),'Email123@domain.com')

Then it will return: false

 

So, you could structure such Flow to loop through Emails needs to judge, if it not exists, append it into an array variable to store these Emails Accounts without open Opportunities.

 

Best Regards,
Community Support Team _ Lin Tu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

2 REPLIES 2
Highlighted
Community Support
Community Support

Re: Scheduled Report on Accounts without open Opportunities

Hi @Sebe1,

 

It seems like you can get the list that Accounts for open Opportunities.

You could list all Email accounts, loop through all Email accounts, then use the contains() function to determine the list that Accounts for open Opportunities whether it contains current Email accounts.

For example,

the list that Accounts for open Opportunities, array variable named "List":

[
"Email1@domain.com",
"Email2@domain.com",
"Email3@domain.com"
]

A email needs to determine whether exists in the above list:

Email123@domain.com

contains(variable('List'),'Email123@domain.com')

Then it will return: false

 

So, you could structure such Flow to loop through Emails needs to judge, if it not exists, append it into an array variable to store these Emails Accounts without open Opportunities.

 

Best Regards,
Community Support Team _ Lin Tu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

Highlighted
Regular Visitor

Re: Scheduled Report on Accounts without open Opportunities

Thank you! That sounds like a good way. I'll try to build that. 🙂

 

Thanks!

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