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Allow NOT IN searches in advanced find, marketing lists etc

Author Name: Peter Hörnell

A very common request from customers is to find records WITHOUT a certain related record. Today I need to make a custom report for that. I think it would be great to be able to create views etc based on NOT IN statements in an advanced find. That could easily be used for customers to set up even more dynamics marketing lists too.

Status: Completed

Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.



Neeraj Nandwana

PM, Microsoft 

Regular Visitor
"Resolved as Tracking" means that this idea has moved into Microsoft's internal feature tracking tool and is somewhere in the backlog. Unfortunately, we don't know when this feature might make it into CRM. The good news is that until then, there is a free add-on called Intelligent Query available from Microsoft partner, Cobalt, that enables NOT IN searches from within Advanced Find.
Regular Visitor
@MSFT - This** is helpful but not sufficient. You all might be working on making this available *in advanced find* and, if you are, that's great news! But until then, the requirement is not met. End-users need to be able to do these queries in the UI. **
Regular Visitor
The MSFT Solution is not sufficient for key users that are creating their own advanced find queries. There is a tool from COBALT will help: This topic is NOT resolved in Dynamics CRM, from my Point of view.
Regular Visitor
MSFT - This is not resolved like other users have said. Please provide an fix for this very annoying and well-known problem. @Mike I am just curious what has been released instead, that causes this issue to be marked as resolved? It could be some other hidden feature that could be useful for us to know, since the problem mentioned in this bug is certainly not fixed.
Regular Visitor
How should this be solved in CRM 2016 (Update 1)? In no way this has been solved because it is only available for hierarchical enabled entities. What if I don't have such relationships? Michael
Regular Visitor

Am I missing something here? This feature is already supported in Marketing Lists. If you create a static marketing list, add all contacts to it, then you can "Remove using Advanced Find" all the contacts that have the related entities, thus leaving you with all contacts that do not have that relationship. For example we have an Event Registration entity that we track who is registered. We start a marketing list will all contacts in there, and remove all the contacts that have an Event Registration record, leaving just the contacts that have not registered.

Regular Visitor

Wow. It is in v.9.

Very pleased to see this is in the latest release. Works just as you would expect. Create your advanced find view and drill down to your regarding records, then use the new drop down to select Does Not Contain Data.  


Regular Visitor

Ouch, this was marked as Resolved at some point? Crazy...

What's odd is that SQL Server actually allows this. The EXCEPT clause in SQL does what we need and would seem practical to utilise in an Advanced Find because it allows you to use a select clause after it.

With CRM built on top of SQL Server you'd think this would be entirely practical, and it's been in SQL Server for years now.

Regular Visitor

I would like to see this issue resolved with an Inverted Results -button next to the Results button. I don't know how this would be accomplished in the transaction level though. I am aware it's not possible with any single SQL clause. But I think many users would be willing to wait a few minutes to get the results of this powerful new capability. There could be a warning: "This will take a few minutes, are you willing to wait", or something like that. Maybe all of the In-records could be marked with some kind of marker and after that return all the records that aren't marked. This would make it possible to have any search used as such or as inverted.