Filtering with Microsoft Dynamics 365 Sales

SQL operators are used to perform operations on data within a database. They help in filtering, aggregating, and manipulating data, making them essential for querying and reporting in a D365 Sales database. Here’s a list of commonly used SQL operators along with examples relevant to D365 Sales scenarios:

Note: When setting up any filter, the source field must be added in the field FIELD NAME. Then, the actual filter must be added in the field FILTER where the format should be : Field Name + SQL operator + value/expression (see examples below).

• Not Equal To ( denoted as <> , != or NE) is used to compare values in a database table and retrieve rows where a specific column's value does not match a given criteria or to exclude certain records when reading from the source system.

name ne null

vendor_value ne '0b433478-1e23-ed11-b83e-000d3a9c3a83'

• Equal To (denoted as = or EQ) is used to filter on a specific record on the source system. You can either user the EQ operator or simply add the value that you are filtering on in the field called FILTER without the EQ operator. 

companyid eq null

'7efb0cea-e876-eb11-a812-0022482048e4'

• Greater Than or Equal To ( denoted as >= or GE) / Greater than (denoted as > or GT) are used to compare values in a database table and retrieve rows where a specific column value is greater than or equal to a given criteria.

modifiedon ge 2024-03-01

modifiedon gt 2024-03-01