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How can we run a Dynamics CRM 2013 Advanced Find query to return ALL contact email addresses for accounts that match certain criteria?

Posted on 2014-04-24
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Last Modified: 2014-05-01
Forgive me if the answer to this question is staring me in the face, but I've spent the better part of the day looking for a solution and haven't found one yet. I will try to explain this as clearly as possible.

We have a client that is rolling out Dynamics CRM 2013, and we want to pre-create some dynamic marketing lists for staff to email large groups of contacts at once. On the Account level, we have several custom fields defined, which we want to use to filter down the pool of accounts. For example, one custom field is "Current Status," and includes one option of "Board Member." In this organization, board members and their family members all have individual contact records associated with their account. What we want to do is create a dynamic marketing list that includes email addresses for ALL of the contacts that exist for any accounts that match the current status of "Board Member."

When we go to specify these criteria in the "Select Members" screen of the marketing list, it seems we can only choose to search for Account criteria that apply to the Primary Contact. In other words, the "Related" categories only includes "Account (Primary Contact)." We're able to select the Current Status value we want, but then the query only returns the email address of the primary contact. We want to return the email addresses of all contacts affiliated with the accounts that have a current status of Board Member.

I hope this is clear, but please feel free to ask follow-up questions and I'll answer to the best of my ability. I apologize in advance, as I'm not a Dynamics expert by any means. Thanks!
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Question by:bluekeytechnology
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6 Comments
 
LVL 29

Expert Comment

by:Feridun Kadir
ID: 40020938
Try this, in the related section of the query look for Parent Customer (Account) . Then you should select the custom field criteria as needed.
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Author Comment

by:bluekeytechnology
ID: 40021266
Unfortunately, Parent Customer (Account) isn't an option. The only thing relating to the account at all is Account (Primary Contact).
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LVL 29

Expert Comment

by:Feridun Kadir
ID: 40022639
Can you confirm the member type for your Marketing List. I was thinking it is contact.
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Author Comment

by:bluekeytechnology
ID: 40022652
Yes. When creating the marketing list, we're targeting Contacts as the member type. For whatever reason, though, our only option is to choose Account (Primary Contact). And when we do that, we get access to all the fields we want to sort accounts on, but it only returns primary contact records...not all records.

I am guessing that somehow we need to add a new relationship between accounts and contacts in some way, but I'm out of my league on how to appropriately do that to accomplish the goal.
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LVL 29

Accepted Solution

by:
Feridun Kadir earned 500 total points
ID: 40023086
No you do not need to create a new relationship.  I think the problem is that I forgot in CRM 2013 the linking field from Contact to Account is called Company Name. So you need to look for Company Name (Account).
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Author Closing Comment

by:bluekeytechnology
ID: 40036102
Feridun, thanks for sticking with me through all of that! I knew it had to be an extremely simple solution, I just wasn't connecting the Company Name field logically so I was ignoring it. Thanks!
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