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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / How to view Accounts w...
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

How to view Accounts with No Contacts

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Posted on by CF-09011443-0 4
How do I create a view or list that shows me what active accounts have no contacts associated with them? The only answer I found was from 2014 and I don't have the same options to click in that answer.
Categories:
Dynamics 365 general
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  • Suggested answer
    whitebeard Profile Picture
    whitebeard 97 on at
     

    You can create this view using the Edit filters feature in the modern Unified Interface:

    1. Navigate to the Accounts table (entity).

    2. Open the view selector and choose All Accounts (or any base view).

    3. Click the Edit filters button (often a funnel icon or "Edit filters" text near the search bar).

    4. In the filter pane:

      • Click Add $\rightarrow$ Add related entity.

      • In the "Related entity" dropdown, select Contacts (Company Name) (ensure you select the correct relationship where Account is the parent).

      • Change the operator from "Contains Data" to "Does Not Contain Data".

    5. Click Apply.

    6. Save this as a new personal view (e.g., "Accounts with No Contacts").

    Hope this helps!

  • Suggested answer
    Inogic Profile Picture
    Inogic 743 on at
    Hi,
     
    1. Navigate to https://make.powerapps.com/  
    2. Navigate to the table on which you want the View list
    -In that Table, there will be "Views" in the Data experience section. Click on that

    Now, there will be "New View" option of make a new view; create the one
    on that page itself, on right hand side there will be "Edit Filters" option with a funnel symbol,


    Add the conditions on Account as
       i) Status equals Active 
      ii) add related table of Contact with operator "Does Not Contain Data" 

    Do Save and Publish.
     
    Hope this helps.
     
    Thanks!
    Inogic

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