Filter Dynamics CRM Contacts in Riva with Custom Views

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":

1. In Dynamics CRM, create a custom contact view.
2. In Riva, apply that custom contact view to the Riva CRM connection.

Step 1: In Dynamics CRM, Create a Custom Contact View

To create a custom contact view in Dynamics CRM:

1. Log in to Dynamics CRM as an admin user.

2. On the SETTINGS drop-down, select Customization > Customizations > Customize the System.

   Note: The administration console may differ, depending on the version of Dynamics CRM.

   

3. Select Components > Entities > Contact > Views.

4. Select New, and create a new Public View called Contacts I Own OR Follow.

   

5. Add the Full Name, Email, and Parent Customer columns.

6. Edit the Filter Criteria, and create a Criterion.

   

Step 2: In Riva, Apply the Custom Contact View to the Riva CRM Connection

Implementation for Riva Cloud

• Contact the Riva Success Team.

Implementation for Riva On-Premise

There are two ways of doing so.

• Add the custom contact view on the Pre-defined Filters page or
• Add the custom contact view on the Advanced Options page.

To add the custom contact view to the Pre-defined Filters page of the Riva for Dynamics CRM connection:

1. Start the Riva Manager application. On the menu bar, if you see Setup, select Setup.

2. In the right pane, double-click the Dynamics CRM connection to edit it.

3. In the CRM Connection Edit window that appears, select the Pre-defined Filters tab.

4. Select Filter based on admin-defined view, and in the text box, enter "Contacts I Own or Follow", as illustrated here:

   

   Note: If you cannot see that option and the text box, upgrade Riva On-Premise or add the custom account view to the Advanced Options page.

5. Near the bottom right of the window, select Save to save the connection.

   The following advanced option is added to the Advanced Options page:

   Sync.Sdk.CustomFilter.FilterByView.Organization

To add the custom account view to the Advanced Options page of the Riva for Dynamics CRM Connection:

• Apply the following advanced option to the Dynamics CRM connection:

  Sync.Sdk.CustomFilter.FilterByView.Organization = name of the view

  Example:

  Sync.Sdk.CustomFilter.FilterByView.Organization = Accounts I Follow

Applies to

• Riva Cloud.
• Riva On-Premise 2.4.38 or higher.
• Dynamics CRM 2011 or higher versions.

Notes:

• These filters do not apply to Dynamics CRM 4 or 2011 up to RU 8, which use the Riva for Dynamics CRM legacy connection.

• Riva On-Premise 2.4.37 saw the addition of a number of new filter options that depend on the XRM-based Riva connection for Dynamics CRM. The "Contacts I Follow", "Accounts I Follow", and "Admin Defined View" options were added by mistake to Riva On-Premise 2.4.37 as Pre-defined Filters. Those options have been removed from the Riva Manager application in Riva On-Premise 2.4.38 and higher.