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


In this video, Steve Pestillo from P2 Automation discusses how to filter contacts in Dynamics 365 based on their company's location. He demonstrates how to filter contacts that work for companies in Connecticut and have email addresses. Pestillo explains the process step by step, starting with selecting the "Active Contacts" view and applying filters for the company's state/province and email address. He also shows how to display the state/province of the company and confirms that all the filtered contacts work for companies in Connecticut. If you need help with advanced filters in Dynamics 365, you can reach out to P2 Automation.


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