Issue:
Dynamics 365 - Advanced Find: One column doesn't show value, but shows in exported excel report.
For example, below is an Invoice list, the red circled column below "Acutual Revenue(Base) (Opportunity)" is supposed to show values instead of vacant.
In exported excel report, this column shows values normally.
Reason:
Unfortunately, I have no idea.
Solution:
After adding one more column "Acutual Revenue (Opportunity)", the column "Acutual Revenue(Base) (Opportunity)" shows normally.
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Requirement:
We have a construct like entity1 - 1:n - entity2 - 1:n - entity3, and want to display data from entity1 in entity3 (form or list).
Example:
Opportunity 1:n Account
Account 1:n Contact (Primarry Contact)
Opportunity no relationship with Contact (Primary Contact)
So using Dynamics 365 CRM Advanced Find cannot retrieve fields of Contact to Opportunity list.
Solution:
XrmtoolBox + FetchXML
1. XML: Download
<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
<entity name="opportunity">
<attribute name="name" />
<attribute name="parentaccountid" />
<filter type="or">
<condition attribute="statecode" operator="eq" value="1" />
<condition attribute="statecode" operator="eq" value="2" />
</filter>
<filter type="and">
<filter>
<condition attribute="actualclosedate" operator="last-x-months" value="8" />
</filter>
</filter>
<order attribute="name" descending="false" />
<link-entity name="account" from="accountid" to="customerid">
<attribute name="primarycontactid" />
<link-entity name="contact" from="contactid" to="primarycontactid">
<attribute name="emailaddress1" />
</link-entity>
</link-entity>
</entity>
</fetch>
Result:
2. XrmToolBox:
In Dynamics 365, sometimes it could be a little overwhelming for some users to switch to the correct form when there are many types of forms for a specific entity(table).
For example, if the form type could be switched automatically when CUSTOMER filed value is changed, below JS could be your reference.
Applied Version:
Trigger scenerio:
1. Form - Load
2. Filed: CUSTOMER - Changed
Sample Code:
When I tried to import an Invoice data into Dynamics 365, I got a failure " The date/time format is not valid, or the value is outside the supported range."
One is "DD/MM/YY" in Canadian format, and the other is "MM/DD/YY" in US format.
Try to import again, succeeded finally.
Sometimes, when we tried to import excel data into Dynamics 365, we may get errors like "A duplicate lookup reference was found.".
For example, I tried to import the invoice list into Dynamics 365 CRM but got two duplicate errors for the Order and Opportunity fields(columns).
For lookup fields in Dynamics 365 forms, sometimes we hope to search the record by some other columns other than its name column, so we may need to customize Quick Find View.
1. Change the Lookup fied view.
Below is the view of lookup field - Order.
We can see there are two columns showing: Order name and customer.
If we wanna change the columns it shows, we can customize Order entity's lookup View.
This kind of view always named by " Entity Name + Lookup View".
Then, Add columns we are required to show.
Subgrids are great but the limitation of needing a direct relationship between the sub entity and the main entity makes it very restrictive. There are many different use cases, if instead of using a pre-configured view that only allows linking to the active Record via a predefined relationship, we could instead bind a custom FetchXML do a subgrid and this custom FetchXML would allow for one token called #RecordID# to reference the currently open record on the form by returning the GUID.
In Classic UI people used the subgrid.control.SetParameter("fetchxml") function but this is now broken in Unified Interface. In Unified Interface it appears a Retrieve Multiple Plugin is the only way to achieve this which is extremely complicated for something as simple as binding a query to a subgrid.
Here is the only way to currently do this:
Reference:
In Dynamics 365 C# Plugin, if retrieve optionset type fields value, you may need to convert the object to optionsetvalue type before quote its value. See below bold red code.
namespace UpdateTasksByOpportunity.Plugin
{
public class ChangeAllKidEntityRecordsStatusByParentEnty : IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{
// Obtain the tracing service
ITracingService tracingService =
(ITracingService)serviceProvider.GetService(typeof(ITracingService));
// Obtain the execution context from the service provider.
IPluginExecutionContext context = (IPluginExecutionContext)
serviceProvider.GetService(typeof(IPluginExecutionContext));
// The InputParameters collection contains all the data passed in the message request.
if (context.InputParameters.Contains("Target") &&
(context.InputParameters["Target"] is Entity ||
context.InputParameters["Target"] is EntityReference))
{
Guid regardingobjectid = Guid.NewGuid();
if (context.InputParameters["Target"] is Entity)
{
// Obtain the Parent entity from the input parameters.
Entity entity = (Entity)context.InputParameters["Target"];
// Refer to the opportunity in the task activity.
// Get the current opportunity ID / Parent Entity GUID
regardingobjectid = new Guid(entity.Id.ToString());
}
else if (context.InputParameters["Target"] is EntityReference)
{
// Obtain the Parent entity reference from the input parameters.
EntityReference entityReference = (EntityReference)context.InputParameters["Target"];
// Refer to the opportunity in the task activity.
// Get the current opportunity ID / Parent Entity GUID
regardingobjectid = new Guid(entityReference.Id.ToString());
}
// Obtain the organization service reference which you will need for
// web service calls.
IOrganizationServiceFactory serviceFactory =
(IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
//Check if Opportunity status is changed to "OPEN". If not, return.
//0 - "OPEN"; 1 - "WON"; 2 - "LOST"
Entity entityOpportunity = service.Retrieve("opportunity", regardingobjectid, new ColumnSet("statecode"));
if(((OptionSetValue)entityOpportunity["statecode"]).Value != 0)
{
tracingService.Trace("Opportunity new status: {0} is not OPEN", ((OptionSetValue)entityOpportunity["statecode"]).Value);
return;
}
//0 Open; 1 Completed; 2 Canceled
int stateCode = 2;
string kidEntity = "task";
try
{
// Retrieve all tasks with regarding opportunity is current opportunity
var queryExpression = new QueryExpression(kidEntity);
var qeFilter = new FilterExpression(LogicalOperator.And);
qeFilter.AddCondition(new ConditionExpression("statecode", ConditionOperator.Equal, "Open"));
qeFilter.AddCondition(new ConditionExpression("subject", ConditionOperator.Like, "%F/U%"));
qeFilter.AddCondition(new ConditionExpression("description", ConditionOperator.Like, "%Automated Task%"));
qeFilter.AddCondition(new ConditionExpression("regardingobjectid", ConditionOperator.Like, regardingobjectid));
queryExpression.Criteria = qeFilter;
queryExpression.ColumnSet = new ColumnSet("regardingobjectid");
//Get results:
var result = service.RetrieveMultiple(queryExpression);
foreach (var relatedTask in result.Entities)
{
// Create the Request Object
var state = new SetStateRequest();
state.State = new OptionSetValue(stateCode);
// Point the Request to the case whose state is being changed
state.EntityMoniker = new EntityReference(kidEntity, relatedTask.Id);
// Execute the Request
var stateSet = (SetStateResponse)service.Execute(state);
}
}
catch (FaultException<OrganizationServiceFault> ex)
{
throw new InvalidPluginExecutionException("An error occurred in FollowUpPlugin.", ex);
}
catch (Exception ex)
{
tracingService.Trace("FollowUpPlugin: {0}", ex.ToString());
throw;
}
}
}
}
[Serializable]
internal class FaultException<T> : Exception
{
public FaultException()
{
}
public FaultException(string message) : base(message)
{
}
public FaultException(string message, Exception innerException) : base(message, innerException)
{
}
protected FaultException(SerializationInfo info, StreamingContext context) : base(info, context)
{
}
}
}
Microsoft Dynamics 365 Plugin C# code.
If you wanna retrieve multiple records, you may use RetrieveMultiple function.
You can set filters and select the columns(fields) in the retrieve response.
When I set a filter for a lookup field (GUID), I tried two ways.
Both options work normally, the second way is better, greatly reduced the Amount of retrieved records, better for system performance. But the first way is still a good try for reading and comparing GUID value from retrieve response.
Option 1: Add filter in retrieve result procession. (Bad performance.)
// Retrieve all tasks with regarding opportunity is current opportunity
var queryExpression = new QueryExpression(kidEntity);
var qeFilter = new FilterExpression(LogicalOperator.And);
qeFilter.AddCondition(new ConditionExpression("statecode", ConditionOperator.Equal, "Open"));
qeFilter.AddCondition(new ConditionExpression("subject", ConditionOperator.Like, "%F/U%"));
qeFilter.AddCondition(new ConditionExpression("description", ConditionOperator.Like, "%Automated Task%"));
queryExpression.Criteria = qeFilter;
queryExpression.ColumnSet = new ColumnSet("regardingobjectid");
//Get results:
var result = service.RetrieveMultiple(queryExpression);
foreach (var relatedTask in result.Entities)
{
if(((EntityReference)relatedTask.Attributes["regardingobjectid"]).Id.ToString() == (regardingobjectid).ToString())
{
// Create the Request Object
var state = new SetStateRequest();
state.State = new OptionSetValue(stateCode);
// Point the Request to the case whose state is being changed
state.EntityMoniker = new EntityReference(kidEntity, relatedTask.Id);
// Execute the Request
var stateSet = (SetStateResponse)service.Execute(state);
}
}
Option 2: Add the filter into the query expression criteria. (Good performance.)
// Retrieve all tasks with regarding opportunity is current opportunity
var queryExpression = new QueryExpression(kidEntity);
var qeFilter = new FilterExpression(LogicalOperator.And);
qeFilter.AddCondition(new ConditionExpression("statecode", ConditionOperator.Equal, "Open"));
qeFilter.AddCondition(new ConditionExpression("subject", ConditionOperator.Like, "%F/U%"));
qeFilter.AddCondition(new ConditionExpression("description", ConditionOperator.Like, "%Automated Task%"));
qeFilter.AddCondition(new ConditionExpression("regardingobjectid", ConditionOperator.Like, regardingobjectid));
queryExpression.Criteria = qeFilter;
queryExpression.ColumnSet = new ColumnSet("regardingobjectid");
//Get results:
var result = service.RetrieveMultiple(queryExpression);
foreach (var relatedTask in result.Entities)
{
// Create the Request Object
var state = new SetStateRequest();
state.State = new OptionSetValue(stateCode);
// Point the Request to the case whose state is being changed
state.EntityMoniker = new EntityReference(kidEntity, relatedTask.Id);
// Execute the Request
var stateSet = (SetStateResponse)service.Execute(state);
}
