crm online fetchxml

FetchXML Formatter Tool

Arun Potti Fetch XML, Javascript, MS CRM 2013, Plugins, Tools , , , , , , , ,

It is a Light weight windows application and this tool will be helpful when you are extensively working with FetchXML in Javascript / C# code to get desired result.

Functionality:

It will take FetchXML from Advance Find as an input and convert that into desired format, which can be used into Javascript / C# for further coding.

Pros:

  1. No Need to spend time for FetchXML formatting
  2. It is easy to use.
  3. Works for both Javascript and C# code

Example:

Let us take a simple example of the below FetchXML,

 <fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
  <entity name="contact">
    <attribute name="fullname" />
    <attribute name="telephone1" />
    <attribute name="emailaddress1" />
    <attribute name="contactid" />
    <order attribute="fullname" descending="false" />
    <filter type="and">
      <condition attribute="ownerid" operator="eq-userid" />
      <condition attribute="statecode" operator="eq" value="0" />
    </filter>
  </entity>
</fetch>

Provide this as an input to FetchXML formatter Tool, 1. Check Javascript radio button and click on Format to see the below output,

"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>"+
"  <entity name='contact'>"+
"    <attribute name='fullname' />"+
"    <attribute name='telephone1' />"+
"    <attribute name='emailaddress1' />"+
"    <attribute name='contactid' />"+
"    <order attribute='fullname' descending='false' />"+
"    <filter type='and'>"+
"      <condition attribute='ownerid' operator='eq-userid' />"+
"      <condition attribute='statecode' operator='eq' value='0' />"+
"    </filter>"+
"  </entity>"+
"</fetch>"

2. Check C# radio button and click on Format to see the below output,

@"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>
  <entity name='contact'>
    <attribute name='fullname' />
    <attribute name='telephone1' />
    <attribute name='emailaddress1' />
    <attribute name='contactid' />
    <order attribute='fullname' descending='false' />
    <filter type='and'>
      <condition attribute='ownerid' operator='eq-userid' />
      <condition attribute='statecode' operator='eq' value='0' />
    </filter>
  </entity>
</fetch>"

Click Here to download the FetchXML Formatter Tool Exe file

Screen Shots:

FetchXMLFormatter - Pic 1
FetchXMLFormatter - Pic 2
FetchXMLFormatter - Pic 3
FetchXMLFormatter - Pic 4
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FetchXML Reports

Arun Potti Fetch XML, MS CRM 2013, Reports , , , , , , , , , , , , ,

We can create custom reports using FetchXML, useful for both Online and OnPremise CRM.

Quickly see a simple example, to get the list of all Contacts.

Step 1: Open BIDS (Business Intelligent Development Studio)

Step 2: Click New Project and select “Report Server Project”. Name your report “MyFirstFetchXMLReport”.

Open BIDS

Step 3: In Solution Explorer, Right Click on Reports Folder and Select “Add New Report”.

Step 4: Provide the below details for the Data Source in Report Wizard.

Name   Give Data Source name
Type   Select Microsoft Dynamics CRM Fetch.If you don’t find this option then search for exe “Microsoft Dynamics CRM 2013 Report Authoring Extension (with SQL Server Data Tools support)” download and install.
Connection String It’s a combination of both organization URL and Name separated by semicolon.

Example: https://XYZDEMO.crm5.dynamics.com;DEMOORG

For Organization Name, find the below path

Microsoft Dynamics CRM –> Settings –> Customizations –> Developer Resources –> Organization Unique Name

Step 4

Step 5: Click on Credentials Button and select “Use a Specific user name and password”. Provide userid & password and Click Ok. Click Next Button.

Step 6: Provide Query String which is nothing but FetchXML. Follow the below steps for getting it.

Step 7: Find the below path for opening for Advance Find.

Microsoft Dynamics CRM –> Sales –> Contacts –> Click on Advance Find button

Step 6 - Open Advance Find

Step 8: In Advance find, click on New Button.

Step 9: Click on Download Fetch XML button and download the FetchXML.xml File and open it with Notepad.

Step 9

You can find the below query, copy and paste the below into BIDS Query String textbox



Step 10: Finally Report Wizard looks like the below, Click Next.


Step 9 - Query String


Step 11: Select Report Type “Tabular”. Click Next.


Step 10 - Tabular


Step 12: Click Next.


Step 11 - Design the Table


Step 13: Select Table Style and Click Next.


Step 13


Step 14: Give Report Name and Click Finish.


Step 13 - Final Stage


Step 15: Finally the Report design done.


Step 14 - Report Layout


Step 16: Click on Preview.


Step 16 - Preview


Good Luck. Please revert for any queries.


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