In Riva Cloud and version 2.4.38 or higher of Riva On-Premise, advanced filtering of contacts is available for Dynamics CRM 2011 or higher versions. Advanced contact filtering is based on user ownership and on the contacts a user follows in CRM as defined in a Dynamics CRM admin view.
Requirement: These filters apply to Dynamics 2011 only if you use the most recent Riva for Dynamics CRM connection.
Note: The filters do not apply to Dynamics CRM 4.
Filter Contacts or Accounts Sync Using Admin-Defined Views
In Riva, there is a method to use native Dynamics "Public Views" for advanced contact filtering. Recent versions of Dynamics CRM have default views for contact filtering including "Contacts I Follow" and "My Active Contacts". To sync contacts that a user owns or follows, a Dynamics CRM admin needs to create a new Public Contact View that includes the filter criteria of both the "Contacts I Follow" and "My Active Contacts" views, by using an "OR" join.
To enable syncing contacts based on ownership and contacts selected to "Follow":
To create a custom contact view in Dynamics CRM:
Implementation for Riva Cloud
Implementation for Riva On-Premise
There are two ways of doing so.