Hi there!
I'm really having a struggle getting an important query up and running. We're running a CRM 2016 on-premises solution, sadly without the option of installing custom plugins - so we're basically tied to using the OOB solutions for customizing the system.
What I'm trying to do, is to create a view which will show our sales-reps a list of their contacts, according to the following criterias:
Owner = current user
Status = active
so far so good...
Here comes the tricky part! Removed from the list, I want all contacts with an activity of any kind for the last 12 months containing a specific keyword (#contact in this instance), either written in the subject or decription Field. See screenshot.
I've tried doing an export of my solution, editing the XML, then re-importing - but I cant seem to get the query right.
Here is a screenshot of my XML (with a different keyword though):
Any pointers to where I've made a mistake ?
Summarized:
A list of all the current users active contacts, but without the ones with an activity for the last 12 months being tagged with the specific keyword in either subject or description-field..
Thanks :)