CRM Filter Expressions

Filter expressions are used to limit the data that is read from Dynamics CRM. These expressions are used to build the query for Dynamics CRM. As such, they reflect options that are available from the Dynamics CRM API.


These templates are defined in the following location:

Templates > Data Exchange > Providers > Dynamics CRM > Filter Expressions


It is important that you understand the implications of using filter expressions before you configure them. These expressions will change the data that is read from Dynamics CRM. You must consider that data may not be read from Dynamics CRM may already exist in Sitecore.

Consider the example of synchronizing marketing list membership. If you use a filter expression so that only contacts that have changed in the past 24 hours, is that set of contacts going to accurately reflect the marketing list membership?