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 Microsoft Dynamics CRM Online

Microsoft Dynamics CRM and CRM Online specialist. Microsoft CRM MVP since 2006
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