This webinar speedread summarizes the tips and tricks shared in “Use FetchXML Builder and Other XrmToolBox Tools to Customize Views and Investigate Data” delivered by Jonas Rapp.
Originally published in H2 2018 D365UG/CRMUG Magazine
Customizing views has been possible forever through customizations, and then through Advanced Find. We do this all the time to tailor our systems and to personalize our experience.
Over the years, however, the capabilities of the query language in the Microsoft Dynamics 365 platform— FetchXML—have evolved at a higher pace than the User interface. We now have a situation where we know what is theoretically possible, but we cannot access all those querying features.
...unless there was some free community driven tool, to investigate the data and even help us alter the underlying queries of views...
Another problem we may face is related to the “R” in “xRM”. We are dealing with relationships, and the information is stored in a relational database.
When setting up the system, you specify several options for the relationship behavior on each relation between entities. But as a User, it is not possible to see how the relationships are configured, so when performing actions on a record (delete, reassign, share, etc.), there is no way of knowing how that action affects related records in the system.
...unless there was some free community driven tool, to give us “previews” of which related records that are affected by an action on a record...
Luckily, these tools do exist.
In this session you will learn the dos and don’ts of altering view queries using FetchXML Builder for XrmToolBox, and you’ll see some common scenarios where altering view queries can provide more business relevant filtering of records. You will also see a few other more- or less-known features of FetchXML Builder to make the experience fit your own tastes and needs.
To add even more value, we will use the View Designer tool where you, through tool-to-tool integration with FetchXML Builder, can change both the layout and the query of views.
In the second part of this session, you will learn how the new tool Related Records Analyzer can be used to investigate information hierarchies, depending on relationship behavior for various cascade configurations. You will see how to specify the relations you want to investigate and traverse from a single parent record through the information hierarchies of the matching relationship types.
Using this tool helps you understand why some records just cannot be deleted, which records that will follow when its parent is reassigned to another User, and many other practical implementations of the cascade options available in the platform.
This webinar speedread is a summary of the tips and tricks shared in “Use FetchXML Builder and Other XrmToolBox Tools to Customize Views and Investigate Data” delivered by Jonas Rapp during the Virtual Summer Camp event in August. Members may view the full webinar recording at www.crmug.com/engage/recordings (search for D365UG Virtual Summer Camp).