Microsoft Portal – Retrieve Dynamics 365 Data Asynchronously – Part 2

Monday, October 15, 2018

In part 1 of this post I demonstrated building and using a service which receives a FetchXML query and returns Dynamics 365 data to any Portal page in an asynchronous manner as a JSON object. This service is similar to the SDK’s RetrieveMultiple message. In this part 2, I’ll demonstrate a different service, which like the SDK Retrieve message, receives a record type, record id (GUID) and columns set to return the required data as a JSON object. This is useful when you already have a specific Dynamics 365 record id at hand and you want to retrieve additional data for...

Microsoft Portal – Retrieve Dynamics 365 Data Asynchronously – Part 1

Friday, October 12, 2018

Leveraging Colin Vermander brilliant article on using Liquid Templates to return JSON, I would like to demonstrate creating and using a ‘service’ to asynchronously retrieve Dynamics 365 data into any portal page. Why is this useful? Liquid Templates tags are rendered on server side before a response is returned to the browser, so FetchXML tag will return a static result once the page is returned. But what about responding dynamically to client side events such as option selection, button click or expending an element to view more details? Sending the page to the server again is no longer an option if you want...

Dude, Where’s My Workflow?

Wednesday, April 27, 2016

There is no built view in Microsoft Dynamics CRM that shows the different solutions to which a component (such as Workflow Rule) is related. If you have many solutions, iterating through all of them can be exhausting and time consuming. The following query retrieve all solution which contain a Workflow Rule named testwf: <fetch version="1.0" mapping="logical">    <entity name="solution">        <attribute name="friendlyname"></attribute>        <link-entity name="solutioncomponent" from="solutionid" to="solutionid" >                      <link-entity name="workflow" from="workflowid" to="objectid">                <filter>                    <condition attribute="name" operator="eq" value="testwf"></condition>                       </filter>                                    </link-entity>        </link-entity>         </entity></fetch> The solutioncomponent entity binds elements such as Workflow Rule to Solutions. The solutionid attribute maps each solutioncomponent...
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Asynchronous Batch Process Solution Revisited – part 3

Monday, August 10, 2015

In the previous post, I walked through the ABP Target Records Scenario. In this post, I’ll go through the Aggregative Query Scenario. Prerequisites 1. Download the Asynchronous Batch Process Solution, import into Microsoft Dynamics CRM 2015 on-premise/Online organization2. Go to Settings – > Solutions and Open the ABP solution. Go to the Batch Process entity definition and check the Settings checkbox in the ‘Areas that display this entity’ section3. Save and publish the solution As always, I advise against publishing any external solution on your production environment without testing it first. Aggregative Query Scenario ...