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In Dynamics 365 Sales, it is currently not possible to add conditions when using the "Does not contain data" operator on a related entity. This limitation prevents users from building advanced queries.
For example, I want to identify accounts:
- That own a machine purchased more than 5 years ago
- And that do not own a machine purchased within the last 5 years
This type of query is essential to:
- Detect customers who may be ready for renewal
- Launch targeted marketing campaigns
- Prioritize commercial follow-up actions
Currently, this logic cannot be built using standard filters, forcing users to rely on customizations or data exports.
✅ Expected Benefits
- More powerful and precise queries directly in the UI
- Time savings for business teams
- Better use of customer data for reactivation and renewal strategies
STATUS DETAILS
New
