FetchXML: Aggregating and Counting Data in Dynamics 365

FetchXML is an XML-based query language that enables data retrieval from Microsoft Dynamics 365's underlying database. It is used in scenarios where you need to read data directly from the server without using SQL queries. FetchXML is especially useful in online environments where direct database access is restricted. 

Using FetchXML for Aggregation and Counting

Aggregations are crucial for analyzing data across a business. FetchXML supports various aggregate functions like sum, count, min, max, and average. Here, we'll demonstrate how to use FetchXML to aggregate and count data related to a specific scenario.

Example Scenario: Return Products Analysis

In a scenario where you need to analyze return products in Dynamics 365, you may want to sum quantities and count product return entries. The following FetchXML query sums the quantities to be returned and counts the total number of return products:

<fetch aggregate="true">

    <entity name="new_returnproduct">

        <attribute name="new_qtytoreturn" alias="totalquantitytoreturn" aggregate="sum" />

        <attribute name="new_returnproductid" alias="totalcountreturnproduct" aggregate="count" />

        <filter>

            <condition attribute="new_return" operator="eq" value="{returnId}" />

        </filter>

    </entity>

</fetch>

Key Elements in the Query:

• aggregate="true": Indicates that the query involves aggregation.
• <attribute ... aggregate="sum/count": Specifies the field for aggregation and the type of aggregation.
• <filter> and <condition>: These elements filter the data to include only those records related to a specific return ID.

Integrating the Query into Dynamics 365

To use this FetchXML, you'll typically replace {returnId} with the actual GUID of the return record when the query is executed. This replacement can be done programmatically in a Dynamics 365 plugin, a custom workflow, or within JavaScript embedded in CRM forms.

Conclusion

FetchXML is an indispensable tool for Dynamics 365 developers, offering a robust method to query and aggregate data directly within the CRM environment. By mastering FetchXML, developers can leverage its capabilities to perform complex data analysis, enhance business intelligence, and create dynamic reports that drive decision-making processes.

Whether you're a seasoned Dynamics 365 developer or new to the platform, understanding and utilizing FetchXML effectively can significantly enhance your ability to manipulate and analyze CRM data efficiently.