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Filtering with MS Dynamics CRM

Overview

  • In MS Dynamics CRM you can set simple filters on a fixed value by just selecting the field in the left side and writing the value on the rigth side.
  • In addition to this, a number of functions are supported (on the right side - in FILTER):
    • Equal
    • NotEqual
    • GreaterThan
    • LessThan
    • GreaterEqual
    • LessEqual
    • Like
    • NotLike
    • In
    • NotIn
    • Between
    • NotBetween
    • Null
    • NotNull
    • Yesterday
    • Today
    • Tomorrow
    • Last7Days
    • Next7Days
    • LastWeek
    • ThisWeek
    • NextWeek
    • LastMonth
    • ThisMonth
    • NextMonth
    • On
    • OnOrBefore
    • OnOrAfter
    • LastYear
    • ThisYear
    • NextYear
    • LastXHours
    • NextXHours
    • LastXDays
    • NextXDays
    • LastXWeeks
    • NextXWeeks
    • LastXMonths
    • NextXMonths
    • LastXYears
    • NextXYears
    • EqualUserId
    • NotEqualUserId
    • EqualBusinessId
    • NotEqualBusinessId
    • ChildOf
    • Mask
    • NotMask
    • MasksSelect
    • Contains

If you need to specify several values after the operator, then separate these values with #-sign.

 

Examples:

  • Filter on the address1_city field to the value Coventry:
FIELD NAME FILTER
address1_city Coventry

 

  • Filter on accountnumber that are greater or equal to 1000:
FIELD NAME FILTER
accountnumber GreaterEqual 1000

 

  • Filter on accountnumber between 1000 and 1020:
FIELD NAME FILTER
accountnumber Between 1000#1020