How can I filter records in the Microsoft Dynamics for Sales (Online) data source?

The following method can be used to filter data records, e.g., to hide inactive data records.

Step 1:
Create and configure a data source of type “Microsoft Dynamics for Sales (Online)”.

Step 2:
Export the adapter configuration.

Step 3:
Adjust the attribute “<Filters />” as shown in the example below:

(1) The attribute name can be determined using the mapping dialog of the data source. An attribute name from the original data source must be used (left side in the mapping of the data source).

(2) Select the operator (in text form) from the list of “Allowed operators” below (in the example, “Equal”).

(3) Depending on the attribute, a suitable filter value must be assigned. In the example, “Gold” is used to determine all gold partners from the CRM database.

Allowed operators

public enum ConditionOperator
{
[EnumMember] Equal,
[EnumMember] NotEqual,
[EnumMember] GreaterThan,
[EnumMember] LessThan,
[EnumMember] GreaterEqual,
[EnumMember] LessEqual,
[EnumMember] Like,
[EnumMember] NotLike,
[EnumMember] In,
[EnumMember] NotIn,
[EnumMember] Between,
[EnumMember] NotBetween,
[EnumMember] Null,
[EnumMember] NotNull,
[EnumMember] Yesterday,
[EnumMember] Today,
[EnumMember] Tomorrow,
[EnumMember] Last7Days,
[EnumMember] Next7Days,
[EnumMember] LastWeek,
[EnumMember] ThisWeek,
[EnumMember] NextWeek,
[EnumMember] LastMonth,
[EnumMember] ThisMonth,
[EnumMember] NextMonth,
[EnumMember] On,
[EnumMember] OnOrBefore,
[EnumMember] OnOrAfter,
[EnumMember] LastYear,
[EnumMember] ThisYear,
[EnumMember] NextYear,
[EnumMember] LastXHours,
[EnumMember] NextXHours,
[EnumMember] LastXDays,
[EnumMember] NextXDays,
[EnumMember] LastXWeeks,
[EnumMember] NextXWeeks,
[EnumMember] LastXMonths,
[EnumMember] NextXMonths,
[EnumMember] LastXYears,
[EnumMember] NextXYears,
[EnumMember] EqualUserId,
[EnumMember] NotEqualUserId,
[EnumMember] EqualBusinessId,
[EnumMember] NotEqualBusinessId,
[EnumMember] ChildOf,
[EnumMember] Mask,
[EnumMember] NotMask,
[EnumMember] MasksSelect,
[EnumMember] Contains,
[EnumMember] DoesNotContain,
[EnumMember] EqualUserLanguage,
[EnumMember] NotOn,
[EnumMember] OlderThanXMonths,
[EnumMember] BeginsWith,
[EnumMember] DoesNotBeginWith,
[EnumMember] EndsWith,
[EnumMember] DoesNotEndWith,
[EnumMember] ThisFiscalYear,
[EnumMember] ThisFiscalPeriod,
[EnumMember] NextFiscalYear,
[EnumMember] NextFiscalPeriod,
[EnumMember] LastFiscalYear,
[EnumMember] LastFiscalPeriod,
[EnumMember] LastXFiscalYears,
[EnumMember] LastXFiscalPeriods,
[EnumMember] NextXFiscalYears,
[EnumMember] NextXFiscalPeriods,
[EnumMember] InFiscalYear,
[EnumMember] InFiscalPeriod,
[EnumMember] InFiscalPeriodAndYear,
[EnumMember] InOrBeforeFiscalPeriodAndYear,
[EnumMember] InOrAfterFiscalPeriodAndYear,
[EnumMember] EqualUserTeams,
[EnumMember] EqualUserOrUserTeams,
[EnumMember] Under,
[EnumMember] NotUnder,
[EnumMember] UnderOrEqual,
[EnumMember] Above,
[EnumMember] AboveOrEqual,
[EnumMember] EqualUserOrUserHierarchy,
[EnumMember] EqualUserOrUserHierarchyAndTeams,
[EnumMember] OlderThanXYears,
[EnumMember] OlderThanXWeeks,
[EnumMember] OlderThanXDays,
[EnumMember] OlderThanXHours,
[EnumMember] OlderThanXMinutes,
}

Step 4:
Import the modified adapter configuration. An existing adapter will not be overwritten. Therefore, you must assign a new adapter name and a new adapter ID before saving. Alternatively you can delete the previously configured data source before the import.