Filtering on Lookups in Triggers, Journey Branches and Email Content in Dynamics 365 Customer Insights - Journeys


The article discusses how to filter on lookups in triggers, journey branches, and email content in Dynamics 365 Customer Insights - Journeys. The author shares their experience of not realizing that filtering on lookup values was possible and instead filtering on the name of the lookup. They explain that the filtering control shows up in various places in Customer Insights - Journeys and provide examples of triggers that have a condition section for filtering. The author also explains how to use the lookup reference as a filter by navigating to the table and clicking on the "Condition on ...Table Name" link. They conclude by mentioning that this method can be used for triggers that don't have a helpful UI on the create page.


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