Scribe Custom Query Filter – Yesterday and Tomorrow Functions


One of my favorite Scribe Insight capabilities is the Custom Query for Microsoft Dynamics CRM adapter.  Custom Query option in the Configure Source dialog box enables you to filter the source data, select a subset of fields from an object, or to join multiple objects.  I really like the ease of using the “Filters” – I can construct the filters using a visual editor vs. raw SQL syntax.

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The Custom Query Filter supports Scribe functions:

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For example, if I want to filter the source data set for all the Microsoft CRM Accounts with a “Modified On” date value of today, there is a Scribe TODAY function to use for the custom query:

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This is similar to the following Microsoft CRM Advanced Find setup:

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But how about a Scribe “Yesterday” or “Tomorrow” function?  There isn’t a built-in one but it can be setup very quickly using the TEXT and TODAY functions:

Scribe’s Yesterday:
TEXT((TODAY() – 1), “MM/DD/YY”)

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Which is similar to the following Microsoft CRM Advanced Find setup:

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Scribe’s Tomorrow:
TEXT((TODAY() + 1), “MM/DD/YY”)

Which is similar to the following Microsoft CRM Advanced Find setup:

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Contact me if you need some Microsoft Dynamics CRM assistance.

Frank Lee, Microsoft Dynamics CRM MVP San Francisco
Workopia, Inc. – Maximum User Adoption!

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About Microsoft Dynamics CRM Online

Microsoft Dynamics CRM and CRM Online specialist. Microsoft CRM MVP since 2006
This entry was posted in CRM On Premise, CRM Online, Data Import, Data Migration, Microsoft CRM, Microsoft CRM Integration, Microsoft Dynamics CRM, MS CRM, Scribe Software and tagged . Bookmark the permalink.

3 Responses to Scribe Custom Query Filter – Yesterday and Tomorrow Functions

  1. Pingback: Scribe Custom Query Filter – Yesterday and Tomorrow Functions … » Veille CRM

  2. Steve Finney says:

    Hi
    Is it possible to use this functionality to test the length of a string? For example, contacts in our system have a unique number (legacy data) that should be 10 characters but for some reason many of the records are showing incorrect data (a data load issue).
    I want to pull only the contacts that have an id that is less than 10 characters (LEN(%s) < 10).
    Any help would be greatly appreciated!
    Steve

  3. Sam says:

    Hey,

    This is not working in Scribe. I am not able to get records created on today using created on = TODAY() fillter criteria. I am using Scribe Dynamics CRM Adapter for Microsoft Dynamics CRM Online.

    Thanks,
    Sam

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