Create a view in Microsoft Dynamics 365 that shows contacts in the same state as current user.
On August 7-9, the first ever Virtual Summer Camp for the Dynamics 365 platform will take place. During this free event the D365UG offer some 30+ sessions with focus on Customer Service and Field/Project Service. I will be doing one of a few cross vertical sessions, where I discuss and demonstrate some useful XrmToolBox tools that … Continue reading FetchXML Builder and Friends at D365UG Virtual Summer Camp
The first release of FetchXML Builder for XrmToolBox in 2018 contains a major face-lift. New year – new design! After more than three years since first release, the time has come to use all the feedback from issues on GitHub, comments on Twitter, and collected statistics to improve the UI. This article describes some of … Continue reading FetchXML Builder for Microsoft Dynamics 365/CRM got an extreme makeover
CRM Saturday is a recurring event where Microsoft Dynamics CRM/365 experts and MVPs gather for a day filled with sessions from both strategic and technical perspectives on everything from user adoption to plugin unit testing to IoT and intelligent analysis. On Saturday January 28 the event was held in London, UK at the Microsoft offices … Continue reading CRM Saturday – XrmToolBox with Jonas Rapp
In this article I will demonstrate how to implement a plugin to extend the possibilities for showing activities that are related through account hierarchy in a subgrid on a Microsoft Dynamics CRM form. In my previous article I showed how to create a simple plugin to show all directly related activities in a subgrid, and … Continue reading Show hierarchically related activities in subgrid
Microsoft Dynamics CRM offers great capabilities for activity entities, both out of the box and custom activities.This post will describe a way to extend those capabilities even more, using a quite simple plugin. During eXtremeCRM in Warsaw last week, a fellow CRMian and frequent user of FetchXML Builder approached me to ask if I knew … Continue reading Show ALL related activities in a subgrid
My first article published on MSDynamicsWorld.com gives a detailed instruction on how to use FetchXML Builder to create advanced views in Microsoft Dynamics CRM – so advanced they are not possible to create using the CRM UI. Read the full article here.
With the next release of FetchXML Builder for XrmToolBox it is possible for other tools to benefit from the UI FetchXML Builder offers to compose queries to be used for any purpose. The MessageBus functionality introduced in pull request #101 of XrmToolBox makes it possible to communicate between plugins within the tool.This is implemented in … Continue reading Integrating FetchXML Builder with other plugins
FetchXML Builder for XrmToolBox is getting more and more attention and is now downloaded and used in most parts of the world. Current numbers indicate a total download count of about 1600, and top count for a single version is close to 400. So I figured it was probably time to write an introduction to … Continue reading Introduction to FetchXML Builder
Last September I highlighted a change in the FetchXML interpretation, where using syntax like…<fetch count="-1" mapping="logical" version="1.0"> <entity name="account"> <attribute name="name" /> <attribute name="address1_city" /> </entity> </fetch> …would not return any records. You had to use a count of “0” instead. Now, when running CRM 2013, a count of “-1” returns records again 🙂 Perhaps … Continue reading FetchXML count="-1" now returns records again