You can download Unified Service Desk 3.0.0 Version Package Deployer and Executables from the below links,
| Name | Size | Download Link | Description |
| Dynamics365-USD-3.0.0.859-PackageDeployer | 85.4 MB | Click here | USD Package Deployer to install solution components in CRM |
| Dynamics365-USD-3.0.0.859-amd64 | 88.9 MB | Click here | 64 bit USD client |
| Dynamics365-USD-3.0.0.859-i386 | 88.9 MB | Click here | 32 bit USD Client |
Click here to see “What’s new in Unified Service Desk 3.0.0“
OnOrAfter:
This operator will consider Only Date but not Time to filter records.
Greater than:
This operator will consider both Date and Time.
By default both takes Time as 12:00 AM, if we don’t give any time and fetch records.
In my previous post, explained how to Retrieve 5000+ entity records using Query Expression,
In this post, will explain how to Retrieve 5000+ entity records using FetchXML and Query Expression.
Example:Â Retrieve All contact records where MobilePhone data is not null.
use below method,
public static EntityCollection RetrieveAllRecordsUsingFetchXML(IOrganizationService service, string fetchXML)
{
var moreRecords = false;
int page = 1;
var cookie = string.Empty;
var entityCollection = new EntityCollection();
do
{
var xml = string.Format(fetchXML, cookie);
var collection = service.RetrieveMultiple(new FetchExpression(xml));
if (collection.Entities.Count > 0) entityCollection.Entities.AddRange(collection.Entities);
moreRecords = collection.MoreRecords;
if (moreRecords)
{
page++;
cookie = string.Format("paging-cookie='{0}' page='{1}'", System.Security.SecurityElement.Escape(collection.PagingCookie), page);
}
Console.WriteLine(entityCollection.Entities.Count);
} while (moreRecords);
return entityCollection;
}
Get the required FetchXML from CRM Advanced Find and format using FetchXML Formatter Online.
For the example stated above, required FetchXML is as follows,
string fetchXML = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false' {0}>" +
" <entity name='contact'>" +
" <attribute name='fullname' />" +
" <attribute name='mobilephone' />" +
" <attribute name='contactid' />" +
" <order attribute='fullname' descending='false' />" +
" <filter type='and'>" +
" <condition attribute='mobilephone' operator='not-null' />" +
" </filter>" +
" </entity>" +
"</fetch>";
How to Call Method?
EntityCollection contactCollection = RetrieveAllRecordsUsingFetchXML(_orgService, fetchXML);
Example: Retrieve All contact records where MobilePhone data is not null.
public EntityCollection RetrieveAllContactEntityRecords(IOrganizationService _service) {
// Declarations
var contactFinalEntityCollection = new EntityCollection();
EntityCollection contactEntityCollection = new EntityCollection();
int pageNumber = 1;
bool moreRecords = true;
// Retrive Contact Records using CRM Paging.
while (moreRecords)
{
var queryExpression = new QueryExpression()
{
Distinct = false,
EntityName = "contact",
ColumnSet = new ColumnSet(true),
Criteria = new FilterExpression
{
FilterOperator = LogicalOperator.And,
Conditions =
{
new ConditionExpression("mobilephone", ConditionOperator.NotNull)
}
},
Orders =
{
new OrderExpression { AttributeName = "createdon", OrderType = OrderType.Descending }
},
PageInfo =
{
Count = 5000,
PagingCookie = (pageNumber == 1) ? null : contactEntityCollection.PagingCookie,
PageNumber = pageNumber++
}
};
contactEntityCollection = _service.RetrieveMultiple(queryExpression);
if (contactEntityCollection.Entities.Count > 0)
{
contactFinalEntityCollection.Entities.AddRange(contactEntityCollection.Entities);
}
moreRecords = contactEntityCollection.MoreRecords;
}
return contactFinalEntityCollection;
}
Will see how to customize a Lookup View with an example.
Example:
Customer requirement is to have “Ticker Symbol” instead of “Phone” in Customer Lookup for Account in Case Entity.
As per the above screenshot, can see Account Name, Email and Phone.
Now, we have to replace Phone with Ticker Symbol.
Please follow the below steps to do so,
Step 1: Go to Account Entity Customization -> Views ->Â Account Lookup View.
We can see the Account Name, Email and Phone in Out of the box View. Add Ticker Symbol after Email.
Note: As per the Order of First three columns, Lookup View displays.
Step 2:Â Save and Close the View. Publish the Account Entity Only.
Step 3: Open new Case Entity record and search for the required Account record in Customer Lookup to see the changes.
Note: If the Account record has no data for Ticker Symbol, it will be displayed as Empty.
Hope you learned a new thing today :):):)
I am facing the below issue, when the user is searching for a Text in Contact’s Home Page grid view.
Root cause: User is searching for a Text in Contact’s Home Page grid view and there are having more than 10,000 records.
Due to this limitation in CRM for Quick Find Search, CRM Platform is throwing this issue.
Solution: Goto Settings -> Administration -> System Settings
Change the Enable Quick Find record limits under Set up Quick Find to No and click on OK.
Now you can search the required Text without any issues.
Hope this resolves your issue.
With regards to my Post FetchXML Formatter Tool, Ashish created an online version of this Tool.
Click here and have a look at the FetchXML Formatter Online Version and it really helps as it can be accessed online by everyone from anywhere.
Really appreciate Ashish Vishwakarma’s effort in creating this Tool in Online Version.
Run the below query in SQL against the required CRM Organization to get the System User last accessed CRM Application details,
With CRMSystemUser As ( select Row_Number() Over(Partition by U.fullname Order By MAX(DATEADD(HH,(DATEDIFF(HH,GetUTCDate(),GetDate())), A.CreatedOn)) desc, U.fullname desc) As Row_Num, U.fullname AS [FullName], U.DomainName AS [UserName], U.BusinessUnitIdName AS [BusinessUnitIdName] ,DATEPART(YYYY,DATEADD(HH,(DATEDIFF(HH,GetUTCDate(),GetDate())), A.CreatedOn))AS [Year] ,MAX(DATEADD(HH,(DATEDIFF(HH,GetUTCDate(),GetDate())), A.CreatedOn)) [LastAccessAt] FROM AUDIT A INNER JOIN SystemUser U ON A.objectid = U.Systemuserid WHERE Action= 64 GROUP BY U.fullname, U.DomainName, U.BusinessUnitIdName, U.Systemuserid ,DATEPART(YYYY,DATEADD(HH,(DATEDIFF(HH,GetUTCDate(),GetDate())), A.CreatedOn)) ,DATEPART(MM,DATEADD(HH,(DATEDIFF(HH,GetUTCDate(),GetDate())), A.CreatedOn)) ,DATEPART(DD,DATEADD(HH,(DATEDIFF(HH,GetUTCDate(),GetDate())), A.CreatedOn)) ) Select CRMSystemUser.FullName, CRMSystemUser.UserName, CRMSystemUser.LastAccessAt From CRMSystemUser Where ROW_NUM = 1 order by LastAccessAt desc
Output:
Credits to My Friend Krishna Gowtham
Use the below select query to get the Global OptionSet values in SQL,
SELECT OS.NAME, L.LABEL, AV.VALUE FROM ATTRIBUTEPICKLISTVALUEASIFPUBLISHEDLOGICALVIEW AV JOIN OPTIONSETASIFPUBLISHEDLOGICALVIEW OS ON AV.OPTIONSETID = OS.OPTIONSETID JOIN LOCALIZEDLABELASIFPUBLISHEDLOGICALVIEW L ON L.OBJECTID = AV.ATTRIBUTEPICKLISTVALUEID WHERE OS.ISGLOBAL = 1 AND OS.ISCUSTOMOPTIONSET = 1 AND L.OBJECTCOLUMNNAME = 'DISPLAYNAME' AND OS.NAME ='<Provide Global OptionSet Schema Name>'
Follow the below steps to Share/ Assign Personal Views
Click here to know, How to create Personal Views in CRM?
Now will Share/ Assign the “Important Leads” Personal View, which I created in my Last Post.
Open Advanced Find, Look for: Leads and Click on Saved Views.
Share:
1.You can see the list of all Personal Views for Leads Entity. Select the required Personal View and click on Share button on Ribbon.
2.Click on Add User/ Team to add the required User or Team, for whom you want to share Personal Views.
Click on Add.
3.Give the required permission on this view for the User or Team and click on Share.
Assign:
Click on Advanced Find and select required Entity under Look for and click on Saved Views.
1.Select required view and click on Assign Saved Views.
2.By default, Assign to is set to Me. Select Assign to User or team.
Add the required User or team and Assign.
Thank you for reading this article.
Please leave your valuable feedback.