Another gem from Scott Sewell:
If you edit the FetchXML query of a view, you can change the view query to an outer join, enabling you to see records “not in,” or records that do not have a relationship.
When you do this, the view is available from within CRM, but cannot be selected for a dashboard view or chart.
The Captain Redlaces workaround:
- Create the view but DO NOT modify the query to an outer join.
- Add the view or chart to the dashboard.
- Update the view query to an outer join.
Scott,
How do you updating the Saved Query’s FetechXML after you create the view in CRM? I know how to download the FetchXML for the SavedQuery, but what tool or steps are you using to update the saved query?
Thanks
Use the FetchXML Builder in the XRM toolbox. It will update view queries.
Thanks for your help. it works !