[Video] Filter All Contacts for Accounts in Multiple States with an Advanced Filter

Transcript

This is Steve Pestillo from P2 Automation. In our last video on Advanced Filters in Dynamics 365 and Power Apps, we showed you how to filter a list of contacts that have an email address that work for companies in Connecticut. And here’s the view in front of us right now, 17. Well let’s say this event is in Springfield, Massachusetts. Springfield, Massachusetts is central to Connecticut, Massachusetts, and really even Rhode Island.

So how do we filter this list to include all three states? I’ll click Edit filters here, and you can see we have State/Province Equals CT in the company section. So let’s add another row. State/Province Equals Massachusetts. And a third row. State/Province Equals Rhode Island. Sounds simple enough! Hit Apply, and there’s nobody on the list.

Now you’d figured we’d at least see the seventeen people from Connecticut. Why is it empty? The reason it’s empty is because no contact has a state or address that equals all three of them. Connecticut, Rhode Island, and Massachusetts.

What we need to do instead is edit this filter to say show me everyone that is in Connecticut or Massachusetts or Rhode Island. To do that, we want to create a group. So we’ll select these three, and then select the three that’s from any one of them, and make all three of them a group. And all we have to do to the group is change this AND to an Or. Hit Apply, and there you have it! The State/Province from the company side equals Connecticut, Massachusetts, or Rhode Island, even if the contact’s address belongs to another state or is missing altogether.

If you need help with your Advanced Filters in Dynamics 365 and Power Apps, reach out to us today at www.p2automation.com.

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