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Customer experience | Sales, Customer Insights,...

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How to create a view for those Accounts that do not have any Orders in the past two years?

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Posted on by Zhilan

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I need to create a view/dashboard that shows those accounts that don't have New Orders in the last two years.

New/Renew Order Type (is a field)

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Dynamics 365 Sales

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11manish 567 on at

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To show Accounts with no new Orders in the last 2 years, you need a solution that handles “no recent related records.” Standard views can’t do this directly,

so here’s the clean, reliable approach.

1) Create a Rollup field on Account

In Account:

Field name: Last Order Date

Type: Date/Time (Rollup)

Related table: your Orders entity (e.g., Sales Order)

Aggregate: MAX (Order Date / Created On)

2) Build the View

Create a view with filters:

Last Order Date → Older Than → 2 Years

OR

Last Order Date → Does Not Contain Data

This returns:

Accounts with no orders ever

Accounts with no orders in the last 2 years

3) Add to Dashboard
Create a dashboard in Dynamics 365
Add:

List (your view)

Optional chart (count of inactive accounts)

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