Filter CRM Campaigns

By default, all active campaigns are read from Dynamics CRM. You can define an expression that provides a greater amount of control over which campaigns are read.

Note

This setting is used in addition to the option to include inactive campaigns described in the section Read Inactive CRM Campaigns.

1. In Content Editor, navigate to your tenant.

2. Navigate to Tenant Settings > Dynamics CRM > Filter Expressions > Campaign Filter Expressions.

3. Insert a new item using the template Filter Expression.

4. Configure the item.

   Tip

   For more information on how to configure filter expresions, see CRM Filter Expressions.

5. Navigate to your tenant.
6. Navigate to Pipelines > CRM Campaign Pipelines.
7. Navigate to Read CRM Campaigns Pipeline > Read CRM Campaigns.
8. In the field Filter expression, select the expression you created.
9. Save the item.

This setting will take affect the next time the synchronization process runs.

Note

This setting will affect the CRM campaigns are read in the future. CRM campaigns that have already been synchronized will not be removed from Sitecore.