I have 2 entities in CRM, many-1 relationship.
Entity A, Entity B -- 1-many
How can I write FetchXML to get all records that are not in entity B
Thanks,
I don't really understand what query you want. Can you rephrase?
If you can create the query in Advanced Find, you can extract the FetchXML out of it. See Using the Advanced Find for FetchXML builder.
Another great way to write FetchXML is by using Stunnware Tools for Microsoft Dynamics CRM 4.0 - Overview. The free Community edition has an awesome FetchXML builder that can construct queries even slightly more complicated than Advanced Find. When you extract the tools, you might have to enable the FetchXML builder in the options. The FetchXML builder interface took me a while to get used to because you access most functionality via right-clicking.
Related
can anyone give me an Example of fetch Condition that i can used for the Document Core Pack fetchxml
i use the DCP for a dynamics crm Template.
You can use advanced find and export Fetch xml and use that.
In the crm portal, I am creating a Solution. I need a entity like orders with extra fields. Can I create a new entity that derives off orders ?
When you create new Entity in CRM, it will not inherit already available fields from another entity.
What you could do is, use plugin (no code) solution from Xrm Toolbox which will help you created field and relationship as fast as can.
Plugin is Bulk Create Attributes in Dynamics CRM using Excel
Is there any way how to access records of an entity which is not visible in menu/sitemap? Or the only way how can I look at these records is to allow the entity to be visible in the sitemap?
You can use Advanced Find.
You can query the records and also create a new record from there.
You can also create URLs to navigate to anything you want, see Open forms, views, dialogs and reports with a URL.
To open the Closed Opportunities view for Microsoft Dynamics CRM Online:
http://myorg.crm.dynamics.com/main.aspx?etn=opportunity&pagetype=entitylist&viewid=%7b00000000-0000-0000-00AA-000010003006%7d&viewtype=1039
My server is Joomla 2.5, the version of CB is 1.8.1 and it runs on a MySQL database.
I would like to analyze the data in my database and create simple reports, for example: a list of all email addresses of all subscribers in a given period in time.
Is the right tool for this available in CB, in Joomla as an extension or should I go for a separate tool to dive into the database directly?
I searched in the CB site for reporting but didn't find a plugin for it, did find some 'advanced search' extensions for Joomla but they do not support reports as such.
I had to write custom components for this kind of requirements a few times, if you are familiar with Joomla coding I strongly suggest this approach it will be the most effective unless you need strong business intelligence, in which case you'd better switch to a bi tool.
The difference is: if you can pull all the data you need with just a few simple queries, write them yourself; if you need to analyze data, use a proper tool.
If you however are not a developer you might get away with a reporting tool, or a versatile CCK for Joomla.
Community Builder won't do this on it's own.
The easiest and quickest way to achieve this is to use an extension like ChronoForms and/or ChronoConnectivity which can help retrieve and display the required data from one or more tables.
ChronoForms: http://extensions.joomla.org/extensions/contacts-and-feedback/forms/1508
ChronoConnectivity: http://extensions.joomla.org/extensions/directory-a-documentation/directory/5661
These extensions make it easy to restrict a report to a particular group etc without having to write code.
There are plenty of examples in the chronoengine.com FAQs and the forum if you need help.
Probably the original question is not valide anymore, about an year later, but now there is a component that does what you need if you use ”registerDate” field as search criteria. The name of the component is JEmbedAll and you can find more information about that here: http://www.goldengravel.eu/jembedall-manual#.VVph_bvyNC0
In MSCRM I'd like to automate sharing documents out to users. I tried using SQL Server Profiler to trace but I can't find the raw sql. Anyone know how to do this? Thanks!
How you do this depends largely on where you're storing the documents (on a file server, within CRM, on SharePoint etc) and also how you want to "share" the document (email a link to a file server location, email an attached document, provide access to doc via CRM UI).
If Sharepoint is part of the equation there's various add-ons / webparts available that integrate document management with CRM. If your document is within CRM you could look at creating a workflow that either emailed a link, or provided access rights within CRM or something similar. You approach would also depend on if you're sharing with CRM users, CRM contacts, or some other type of user.
If you've built a custom form or application then you should be using the API as driis mentions. Whatever the scenario there shouldn't be a need to find the "raw" sql to achieve this.
At the bottom of the definitions of "Filtered***" view there is a bit of sql like
select POA.ObjectId from PrincipalObjectAccess POA
join SystemUserPrincipals sup on POA.PrincipalId = sup.PrincipalId
where sup.SystemUserId = u.SystemUserId and
POA.ObjectTypeCode = 10039 AND
((POA.AccessRightsMask | POA.InheritedAccessRightsMask) & 1)=1
Adding new rows to PrincipalObjectAccess should do the trick. However, it's a hack, it requires administrative privileges and is highly unrecommended on general principles...