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Cases Entity List

  • 1.  Cases Entity List

    Posted 23 days ago
    I have a requirement where I have to create portal Contacts and then associate multiple Accounts to them. I then need to pull Cases for the associated Accounts into an entity list to show in the self-service portal.  I'm a little stuck. I have tried using connections but with no subquery capability in Fetch I have had trouble accomplishing this.  Any ideas?


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    Scott Philips
    CEO
    Lightholder Consulting
    Pittsburgh PA
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Cases Entity List

    TOP CONTRIBUTOR
    Posted 22 days ago
    What do you mean "no subquery capability" in Fetch? There is a subquery capability, albeit limited. I use a tool called FetchXML Builder which is part of XRMToolbox where I can build more complex FetchXML queries. Here is one that will get all the Accounts associated with a case:


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    If this answered your question, please click on the arrow button next to Reply Inline and choose 'Make Best Answer.'
    Thanks.
    Nelson Johnson, Solution Architect
    BroadPoint, Inc., Bethesda MD
    Link with me! https://www.linkedin.com/in/nelsonjohnson/
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Cases Entity List

    Posted 22 days ago
    I figured it out with entity permissions.  No there are no subquery capabilities with CRM. Fetch does not have that, your example is a join. For example, you cannot do an IN clause in Fetch.

    http://www.kingswaysoft.com/blog/2013/06/18/Limitations-with-CRM-FetchXML

    See item 11 in the KingswaySoft explanation of Fetch.. explicitly says no subquery capabilities.

    Sorry not trolling you on this but don't want to disseminate bad info here.


    ------------------------------
    Scott Philips
    CEO
    Lightholder Consulting
    Pittsburgh PA
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: Cases Entity List

    TOP CONTRIBUTOR
    Posted 22 days ago
    I appreciate calling out usage of correct terminology and you are correct. No offense taken - we are all friends here. It has been a couple years since I used my SQL skills. I used to be quite adept at SQL for my on-prem customers.

    Can you share your solution? I am curious how you would it with permissions.

    ------------------------------
    If this answered your question, please click on the arrow button next to Reply Inline and choose 'Make Best Answer.'
    Thanks.
    Nelson Johnson, Solution Architect
    BroadPoint, Inc., Bethesda MD
    Link with me! https://www.linkedin.com/in/nelsonjohnson/
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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