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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