Filter CRM ContactsΒΆ

By default, all active contacts with an email address are read from Dynamics CRM. This is actually a combination of two things:

  • The built in filter for active contacts (which can be disabled as described in the section Read Inactive CRM Contacts)
  • A pre-configured expression filter for contacts with email addresses.

The pre-configured expression filter is set on the following item under your tenant:

Item path
Pipelines > CRM Contact Pipelines >
Read CRM Contacts Pipeline > Read CRM Contacts
Field name
Filter expression
Expression path
Tenant Settings > Dynamics CRM > Filter Expressions >
Contact Filter Expressions > Contacts With Email Specified

This pre-configured expression filter can be changed or replaced as needed.


For more information on how to configure filter expresions, see CRM Filter Expressions.