It’s great to see the team advising us in advance about the upcoming features in the April ’19 Release Notes. As with any forward document, it is a living and breathing beast. Some features are being postponed, some replaced, new stuff added. Some of the late-comers are new FetchXML operators. How often you wanted to […]
Tip #1211: Mixing entities to build complex views
The trick to get developers to get your job done for free is to challenge them. Which is exactly what Steve “Mr SMB” Mordue has done. Challenge I am trying to create a view of activities, that will show all activities performed by anyone on my team. I know I can create specific view that […]
Tip #1207: Check applied entity permissions in portals
Liquid is a great templating language adding flexibility to your Dynamics 365 Portal templates. However, as any abstraction, it hides some of the things happening under the hood, including some security filtering. Consider this fragment running on authenticated page: And… the count is 2 while expected to be the total number of contacts in this […]
Tip #738: Use top in fetchxml
I’ll be first to admit: I was not aware that fetchxml supports top attribute (as it turns out, I’m not the only one hence the tip). It does not seem to be documented anywhere but, according to the schema, has been around since CRM 2011. Consider this fetchxml It will emit the following SQL: And […]
Tip #629: If your CRM report comes back empty
We observed this behavior on CRM 2013 SP1 and and CRM 2015 Update 0.2 on-premises. The report runs fine for small ranges (e.g. dates) but, as the range (and number of records to be processed) increases, report comes back blank, as if it didn’t run at all. No errors in CRM, SQL Server or SSRS […]
Tip #591: Advanced text conditions in system views
If you need to create a list of accounts with an annual revenue between 1 and 2 millions, you can quickly add two conditions in your view: But what if you’d like to see a list of accounts with the names from A through L? There is no Greater Than clause for the text fields […]
Tip #499: Outer joins and dashboards
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 […]
Tip #444: When any time will do
Why sometimes it’s easy to write a mini truckstop tip? Because all you have to do is to stop and listen to a conversation between two people passionate about Dynamics CRM. Jamie “Xerox” Miley challenged one of the CRM foundation stones, Advanced Find: I am trying to understand the utility of writing this clause. I […]
Tip #271: Edit FetchXML In Style
Have you ever been frustrated trying to work with FetchXML queries? Sure, you can create an advanced find and export the query, but working with Fetch can sometimes be tedious if you want to edit the query. Back in the CRM 3 and 4 days, there was a great FetchXML editor from Stunnware. However, that […]