Using Advanced Find to list all the Account’s Primary Contacts

This week, I was asked by one of our Microsoft CRM customers on how to get a list of all their Accounts’ Primary Contacts so they can prepare for a mailing.  This is a common request and something that Microsoft CRM Advanced Find function can help.  Here are the screen shots of the Advanced Find setup to find and list all the CRM Accounts’ Primary Contacts.  Please note that this will provide a unique list of Contacts.  Enjoy.
 
 
 
 

 
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Frank
Workopia, Inc.
Microsoft Dynamics CRM MVP

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About Frank Lee

Microsoft Dynamics 365 CRM/xRM consultant in San Francisco, USA.  Awarded the Microsoft MVP (Dynamics 365/CRM) 12 consecutive years from 2006 to 2018. Actively involved with Microsoft Dynamics CRM implementations since Microsoft CRM v1.0 beta (2002). Super passionate about everything CRM, especially in the areas of Cloud Computing, A.I., Digital Transformation and Automation.
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