Mastering Lookup Controls in Dynamics 365 with Client API methods

In the vast world of Dynamics 365, customizing the behavior of lookup controls using JavaScript can significantly enhance user interaction and data integrity. In this blog, we delve into four powerful client API methods that transform how lookup controls operate, ensuring they cater precisely to business needs. Through real-life examples and practical code snippets, we'll … Continue reading Mastering Lookup Controls in Dynamics 365 with Client API methods →

Mastering Wildcard Characters in FetchXML String Queries

When constructing queries in FetchXML that involve string conditions, utilizing wildcard characters can greatly expand your search capabilities and flexibility. This blog post will guide you through the different operators you can use with wildcard characters and explain each character's functionality, complete with relevant examples. Searching for Strings with Literal Wildcard Characters Sometimes, you might … Continue reading Mastering Wildcard Characters in FetchXML String Queries →

Exploring Many-to-Many Relationships in Dynamics 365 with FetchXML

Navigating data relationships in Dynamics 365 can sometimes feel like a complex puzzle, especially when dealing with many-to-many relationships. A practical example of this complexity is the interaction between the SystemUser and Team tables through the teammembership_association. This relationship allows for sophisticated queries that demonstrate the power and flexibility of FetchXML. Understanding FetchXML for Many-to-Many … Continue reading Exploring Many-to-Many Relationships in Dynamics 365 with FetchXML →

Navigating Hierarchies: Understanding Condition Operators in Dynamics 365

Hierarchical data is like a family tree for businesses. It shows who reports to whom, like in a company where workers have bosses and those bosses have their own bosses. Dynamics 365 has tools to help manage and navigate this kind of data. In this article, we'll explore these tools in detail. Let's begin by … Continue reading Navigating Hierarchies: Understanding Condition Operators in Dynamics 365 →

Exploring the EqualUserId Condition Operator in FetchXML

At its core, the EqualUserId condition operator in FetchXML allows you to fetch records where a particular user lookup field matches the ID of the user executing the FetchXML query. This becomes invaluable when you want to retrieve records specific to the user running the query, such as tasks assigned to them, leads they’re handling, … Continue reading Exploring the EqualUserId Condition Operator in FetchXML →

Diving into Column Comparison with Conditional Operators in FetchXML for Dynamics 365

Fetching data is like painting, and with FetchXML in Dynamics 365, we have a lot of colours to choose from. One cool feature is comparing columns straight away using different rules. Today, we'll explain how to use these rules properly. Instead of comparing a field to a set value, column comparison pits one field against … Continue reading Diving into Column Comparison with Conditional Operators in FetchXML for Dynamics 365 →

Unlocking the Power of Aggregate Functions in FetchXML for Dynamics 365

In Dynamics 365, FetchXML is a key tool to get useful information from your data. It has a great feature that lets you do things like adding up sales, finding an average, or spotting the highest and lowest values. Let's explore these features in FetchXML more closely. Understanding Aggregate Functions in FetchXML An aggregate function … Continue reading Unlocking the Power of Aggregate Functions in FetchXML for Dynamics 365 →