Microsoft KB Archive/917109

Knowledge Base

No contacts are found if you use the Advanced Find function in Microsoft Dynamics CRM 3.0

Article ID: 917109

Article Last Modified on 12/7/2006

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APPLIES TO

• Microsoft Dynamics CRM 3.0

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SYMPTOMS

Consider the following scenario in Microsoft Dynamics CRM 3.0.

• You use the Advanced Find function to create a query.
• The query is written to find all contacts that have a relationship to an account.
• You click Find in the Advanced Find dialog box to run the query.

In this scenario, no contacts are found.

RESOLUTION

This problem is fixed in Microsoft Dynamics CRM 3.0 Update Rollup 1. For more information, click the following article number to view the article in the Microsoft Knowledge Base:

922815 Update Rollup 1 is available for Microsoft Dynamics CRM 3.0

MORE INFORMATION

Steps to reproduce the problem

1. Create a relationship role. To do this, follow these steps:
   1. Click Settings.
   2. In the Settings pane, click Settings, click Relationship Roles, and then click New.
   3. In the Role Name field, type Chief Executive.
   4. In the Role Availability area, click the Account and the Contact options in the Account Role for line.
   5. Click the Account and the Contact options in the Contact Role for line.
   6. Click Save and Close.
2. Create an account. To do this, follow these steps:
   1. Click Sales, click Accounts, and then click New.
   2. In the Account Name field, type Advanced Find Test Account.
   3. In the Relationship Type list, select Customer.
   4. Click Save and Close.
3. Create a contact that has relationship to the account. To do this, follow these steps:
   1. Click Sales, click Contacts, and then click New.
   2. In the First Name field, type AdvancedFind.
   3. In the Last Name field, type TestContact.
   4. Click Save.
   5. In the Contact dialog box, click Relationships, and then click New Customer Relationship.
   6. Click the lookup button that is next to the Party 2 field, click Advanced Find Test Account, and then click OK.

      Note The lookup button has a magnifying glass symbol.

   7. Click the lookup button that is next to the Party 1 field, click AdvancedFind TestContact, and then click OK.
   8. In the Role 1 list, click Chief Executive.
   9. In the Customer Relationship dialog box, click Save and Close.
   10. In the Contact dialog box, click Save and Close.
4. Use the Advanced Find function to create a query to locate contacts. To do this, follow these steps:
   1. Click Advanced Find.
   2. In the Look for list, click Contacts.
   3. In the Use Saved View list, select Active Contacts, and then click Show Details.
   4. Point to Select, and then click Customer Relationships (Party 2) in the Select list.
   5. In the Customer Relationships (Party 2) area, point to Select, and then click Role 2 in the Select list.
   6. Point to Enter Value, and then click the lookup button that is next to the Enter Value field.
   7. In the Lookup Records dialog box, click Find, double-click Chief Executive, and then click OK.
   8. Click Save As.
   9. In the Query Properties dialog box, type Test Query in the Name field, and then click OK.
   10. Click Find. The "AdvancedFind TestContact" contact is found.
   11. Click Back To Query.
   12. In the Role 2 area, point to Select, and then click Party 2(Account) in the Select list.
   13. In the Party 2(Account) area, point to Select, and then click Relationship Type in the Select list.
   14. Point to Enter Value, and then click the "assist" button (...) that is next to the Enter Value field.
   15. In the Select Values dialog box, double-click Customer in the Available Values list. Then click OK.
   16. Click Save.
   17. Click Find.

For more information about the terminology that is used to describe Microsoft software updates, click the following article numbers to view the articles in the Microsoft Knowledge Base:

824684 Description of the standard terminology that is used to describe Microsoft software updates

887283 Microsoft Business Solutions CRM software hotfix and update package naming standards

Keywords: kbhotfixserver kbqfe kbmbsmigrate kbpubtypekc KB917109

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