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
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!