I'm having an issue with the package deployer from the SDK. I simply get the message "No import packages were found. Exiting the program..."
But my package and the corresponding .dll are all in the PackageDeployer directory. And everything is 'unblocked'. Would there be some other reason why the PackageDeployer cannot detect my own package?
In this blog we will learn to retrieve Dynamic CRM entity records in respect of Many to Many relationships between two Dynamic CRM entities (OOB/Custom).
So let’s take a look at the following example:
In the below screeshot, there is one Many-to-Many relationship present between Account and Territory Entity of Dynamic CRM.
One Territory entity subgrid is added to the Account entity form.
So, now we need to retrieve Account entity records which are associated with the three territories shown in the above screenshot (i.e California, Nevada, New York). For this, we need to first prepare the fetchXml query for retrieving the Account entity records.
<fetch version=”1.0″ output-format=”xml-platform” mapping=”logical” distinct=”true”>
<entity name=”account”>
<attribute name=”name” />
<order attribute=”name” descending=”false” />
<link-entity name=”new_account_territory_entity_name” from=”accountid” to=”accountid” visible=”false” intersect=”true”>
<link-entity name=”territory” from=”territoryid” to=”territoryid” alias=”ab”>
<filter type=”and”>
<filter type=”or”>
<condition attribute=”name” operator=”eq” value=”Nevada” />
<condition attribute=”name” operator=”eq” value=”New York” />
</filter>
</filter>
<attribute name=”name” />
<attribute name=”territoryid” />
</link-entity>
</link-entity>
</entity>
</fetch>
Note:
new_account_territory_entity_name: It is defined as IntersectEntityName which you can get from N:N relationship record as shown in the screenshot below.
accountid: It is defined as Entity1IntersectAttribute attribute which you can get from N:N relationship record.
Now run this fetchXml query using Web API.
//create AJAX request
Maplytics_jQ.ajax({
type: “GET”,
contentType: “application/json; charset=utf-8”,
datatype: “json”,
//async: false,
url: this.getWebAPIPath() + entitySetName + “?fetchXml=” + fetchXml,
beforeSend: function (xhr) {
//Specifying this header ensures that the results will be returned as JSON.
xhr.setRequestHeader(“Accept”, “application/json”);
xhr.setRequestHeader(“Content-Type”, “application/json; odata.metadata=minimal”);
xhr.setRequestHeader(“OData-MaxVersion”, “4.0”);
xhr.setRequestHeader(“OData-Version”, “4.0”);
xhr.setRequestHeader(“Prefer”, “odata.include-annotations=*”);
},
success: function (data, textStatus, xhr) {
},
error: function (xhr, textStatus, errorThrown) {
retrieveUsingFetchError(Inogic.Maplytics.ApiLib.errorHandler(xhr));
}
});
The above query will help to retrieve Account records which are associated with three territories records (i.e Nevada, New York, California).
Hi
We used to have More Options(...) button on each app at https://home.dynamics.com . You can change URL for the APP and select what security roles required to access the app. I do not see that option there anymore. Anybody have any any idea that how can I set security roles for an app?
Well, the day is finally here and much awaited April 2019 release is out with more than 350 new capabilities, feature updates, and applications across Dynamics 365 and the Power Platform. There is major emphasis on making AI for Sales module more intuitive with this release. However, all the modules have been updated in one way or the other.
As we provide Sales applications covering a variety of touch points in Sales area, functionalities that are not inherently supported in Dynamics CRM are augmented by embedding our solutions. Our products adapt to Dynamics CRM so smoothly that it works in an OOB manner even though it is an external solution. Let’s explore and try to understand how these products get a hold of your Dynamics 365 needs, and provide capabilities for the same and yes, all these Inogic Dynamics 365 CRM apps are upgraded for this new April 2019 release. Start with your Free Trial – Download from Microsoft AppSource
Let’s have a quick walk through on Inogic Dynamics 365 Apps –
Our flagship product is CfMD (Certified for Microsoft Dynamics) is a leading geo-analytical mapping app integrating Bing Maps and Dynamics 365 CRM. It provides capabilities like Route Optimization, Appointment Planning, Radius Search, Territory Management, Overlay and others that make it stand out in a distinct way.
It is yet another powerful tool of ours that provides integration between leading accounting system Intuit QuickBooks and Dynamics 365. It provides 360-degree view of customer by synchronizing the Transaction History and Aging Details from QuickBooks to Dynamics 365. It enables users to calculate tax on Quote, Order, and Invoice in Dynamics 365. It is an extremely robust tool that maintains data integrity and security.
We also have a range of productivity tools for Dynamics 365 CRM. These are dedicated to augmenting its functionality by getting embedded in CRM. Let’s delve deep and explore these products one by one.
Cloud Storage integration app for Dynamics 365 for managing files and attachments on Sharepoint and Dropbox. Users can drag and drop their files and folders in an easy to operate UI and Upload/Download files and folders to/from these cloud storages along with many other functions. Users can also move/copy Notes and Email attachments to SharePoint or Dropbox to save space.
Reports and Word templates provide statistical figures of an organization like accounting information, revenue report, employee data, etc. With our one-click solution Click2Export, it is possible to export Report and Word Templates. You can further Upload them to SharePoint, Attach as a Note and Auto-Send them in emails.
Manually entering duplicate records in Dynamics CRM is a major time-consuming factor. To resolve this and add much more, we have introduced CIick2Clone, one-click solution to clone your duplicate records with the help of templates. It enables transmitting records with 1:N and N:N relationships. This works for hierarchies and cloning child records. Easy to implement, Click2Clone meets your business needs end to end.
To track, monitor and assign tasks to the team based purely on competency we have developed a solution User Adoption Monitor. It is a powerful tool that allows the managers to view their user’s performance and what actions the team is performing. Thus, they can train better and make informed decisions about their workforce to increase the output and thus, revenue.
Our team works round the clock to keep on adding more helpful features. In case any of your business needs collide with our solutions we would be happy to demonstrate them to you. Please feel free to start with a FREE TRIAL of 15 days.
For any assistance with upgrade please feel free to contact us crm@inogic.com
Already looking forward to the next release!
Ciao!
Is there anyway to run a report on Activity/Usage per individual? We want to do evaluations on whom is using the program and how much they are using it in our annual review.
Any suggestions appreciated.
We are using the following activities: Fax, Phone Call, Letter, Appointment, and Recurring Appointment. On these activities there is a "To" field. This field is a party list and has the following OOB entities in the list: account, contact, lead, and user. Is there a way to add a custom entity to this party list. We have a custom entity for employees and we need to be able to set the "To" to an employee. I have been looking without success to see if there was a way to add out custom entity to the party list. I haven't been able to find out how the party list is set to in include the OOB entities. I am looking for a supported or unsupported way to do this. If that is not possible I wanted to figure out how the party list works so I can effectively explain why this request is not possible.
Hi guys,
I was trying to attach documents in the Work Order and the Service Tasks on that work order from the Field Service Mobile App. However, upon trying to do that I saw that I can only capture photos and attach or add notes as text. However I cannot attach any documents / attachment to either Work Order or Service Tasks. I also read on the community that this is a gap on the Field Service module for the app.
Is there a work around for this? How can I attach documents to both of these entities from the Mobile application so that they directly get uploaded to their respective folder on Sharepoint?
Thanks in advance. :)
As Dynamics 365 CRM’s native feature, we can call on-demand workflows from inside a business process flow. We can configure this from the new business process flow designer, by dragging a workflow component to a process stage, or to the Global Workflows section.
As you know, we have written a blog on global workflow where we can find its basic information. In this blog, we are continuing this by exploring global workflow with detailed steps.
An on-demand workflow from inside a business process flow executes as usual on Stage Exit of a stage but it does not work, if we call on-demand workflow from on stage exit of a last stage of business process flow.
When we include a workflow that we want to trigger on Stage Exit of a stage in business process flow, and that stage is the last stage in the flow, the designer gives the impression that the workflow will be triggered when that stage is completed. However, the workflow will not be triggered because a stage transition does not take place when BPF is finishing from last stage and not moving to previous stage. We will not receive a warning or error preventing us from including the workflow on that stage. When a user interacts with the business process flow, finishing or abandoning the process does not result in a stage transition, and therefore, the workflow is not triggered.
Consider the following examples:
The workflow will not trigger in either case.
As shown in below screen shot, on demand workflow on stage “Research,” does not trigger on stage exit, when we click Finish button. My on demand workflow sets the value of Remark field on stage exit of “Research” stage.
To work around this issue, we have added a Global Workflow, and added the workflow which we want to trigger to it so that the workflow is triggered for the business process rather than a stage of the process.
After updating the BPF, as shown in above image, reload the form and click “Finish” button on BPF, and last stage is “Research.” Now workflow triggered as expected.
Also, we can set the trigger for a Global workflow to Process Abandoned or Process Completed to cause the workflow to trigger when a user abandons or completes the business process.
An on-demand workflow from inside a business process flow executes as usual on Stage Exit of a stage. However, it does not work if we call on-demand workflow from stage exit of a last stage of business process flow and finish the business process. For this we need to set the trigger for the Global workflow to Process Completed to cause the workflow to trigger when a user completes the business process.
We frequently use Fetch to search records in CRM and few times use the Fetch XML in code for ease of changing fetch query, if needed. Fetch XML also supports adding most of the special symbols. Due to this, most of the times we do not go in depth to check how fetch behaves when adding certain special characters.
Also, if we add Fetch XML in Web API rest call, then at times we do not get result due to few special characters added in fetch XML.
So, in this blog, we are mainly looking at how fetch behaves differently when adding some special symbols. We will also look at how we can handle special characters of fetch XML while adding in Web API rest call.
Now, first let’s look into how the fetch behaves differently when adding some special symbols:
As we all know fetch XML is in XML format which follows below sample structure.
<fetch version=”1.0″ output-format=”xml-platform” mapping=”logical” distinct=”false”>
<entity name=”account”>
<attribute name=”name” />
<attribute name=”accountid” />
<order attribute=”name” descending=”false” />
<filter type=”and”>
<condition attribute=”name” operator=”eq” value=”test” />
</filter>
</entity>
</fetch>
This fetch works both times, whether we execute fetch XML programmatically or in Web API rest call.
Here, many times we get requirements where we need to add value in the condition tag programmatically, for example instead of value=”test” we add value=”Test Company A & B” in condition tag programmatically for our test account record.
Now, the above fetch is changed to –
<fetch version=”1.0″ output-format=”xml-platform” mapping=”logical” distinct=”false”>
<entity name=”account”>
<attribute name=”name” />
<attribute name=”accountid” />
<order attribute=”name” descending=”false” />
<filter type=”and”>
<condition attribute=”name” operator=”eq” value=”Test Company A & B” />
</filter>
</entity>
</fetch>
But if we execute this fetch XML programmatically, it doesn’t give us any result but if the same fetch is executed manually then it gives us result.
The reason behind this is the special character “&.” As the fetch converts &, ”, > and < characters to & , " , > and <.
So instead of “Test Company A & B”, the value should be converted and used as to “Test Company A & B”.
The final working Fetch XML becomes as below:
<fetch version=”1.0″ output-format=”xml-platform” mapping=”logical” distinct=”false”>
<entity name=”account”>
<attribute name=”name” />
<attribute name=”accountid” />
<order attribute=”name” descending=”false” />
<filter type=”and”>
<condition attribute=”name” operator=”eq” value=”Test Company A & B” />
</filter>
</entity>
</fetch>
Now, let’s look at how we can handle special characters of fetch XML while adding in Web API rest call:
While running Fetch XML through Web API rest call, if we use fetch XML without any special symbol in value as shown below, then we get correct result without any error.
https://yourcrmname.api.crm.dynamics.com/api/data/v9.1/accounts?fetchXml=<fetch version=”1.0″ output-format=”xml-platform” mapping=”logical” distinct=”false”><entity name=”account”><attribute name=”name” /><attribute name=”accountid” /><order attribute=”name” descending=”false” /><filter type=”and”><condition attribute=”name” operator=”eq” value=”Test Company A “ /></filter></entity></fetch>
But if we have special symbol in value as in above fetch XML (for example, value=”Test Company A & B”) without converting special characters in values, then it gives error. This is since ‘&’ character in rest call is considers as start of next URL parameter.
So first we need to convert fetch XML to convert special characters in values as mentioned above. This will add & , " , > or < if there are &, ”, > or < characters in fetch XML. If we still execute below xml we will get error
https://yourcrmname.api.crm.dynamics.com/api/data/v9.1/accounts?fetchXml=<fetch version=”1.0″ output-format=”xml-platform” mapping=”logical” distinct=”false”><entity name=”account”><attribute name=”name” /><attribute name=”accountid” /><order attribute=”name” descending=”false” /><filter type=”and”><condition attribute=”name” operator=”eq” value=”Test Company A & B” /></filter></entity></fetch>
Now, in script we need to use encodeURIComponent to convert the above created Fetch XML, so that ‘&’ character will be converted in its representative characters. The resulting working rest call will be as shown below:
https://yourcrmname.api.crm.dynamics.com/api/data/v9.1/accounts?fetchXml=%3Cfetch%20version%3D%221.0%22%20output-format%3D%22xml-platform%22%20mapping%3D%22logical%22%20distinct%3D%22false%22%3E%3Centity%20name%3D%22account%22%3E%3Cattribute%20name%3D%22name%22%20%2F%3E%3Cattribute%20name%3D%22accountid%22%20%2F%3E%3Corder%20attribute%3D%22name%22%20descending%3D%22false%22%20%2F%3E%3Cfilter%20type%3D%22and%22%3E%3Ccondition%20attribute%3D%22name%22%20operator%3D%22eq%22%20value%3D%22Test%20Company%20A%20%26amp%3B%20B%22%20%2F%3E%3C%2Ffilter%3E%3C%2Fentity%3E%3C%2Ffetch%3E
While modifying and executing fetch XML programmatically, we should always handle special characters as mentioned above. We should also handle special characters and then encode fetch XML while using it in Web API rest call.
Hi
We used to have More Options(...) button on each app at https://home.dynamics.com . You can change URL for the APP and select what security roles required to access the app. I do not see that option there anymore. Anybody have any any idea that how can I set security roles for an app?
Well, the day is finally here and much awaited April 2019 release is out with more than 350 new capabilities, feature updates, and applications across Dynamics 365 and the Power Platform. There is major emphasis on making AI for Sales module more intuitive with this release. However, all the modules have been updated in one way or the other.
As we provide Sales applications covering a variety of touch points in Sales area, functionalities that are not inherently supported in Dynamics CRM are augmented by embedding our solutions. Our products adapt to Dynamics CRM so smoothly that it works in an OOB manner even though it is an external solution. Let’s explore and try to understand how these products get a hold of your Dynamics 365 needs, and provide capabilities for the same and yes, all these Inogic Dynamics 365 CRM apps are upgraded for this new April 2019 release. Start with your Free Trial – Download from Microsoft AppSource
Let’s have a quick walk through on Inogic Dynamics 365 Apps –
Our flagship product is CfMD (Certified for Microsoft Dynamics) is a leading geo-analytical mapping app integrating Bing Maps and Dynamics 365 CRM. It provides capabilities like Route Optimization, Appointment Planning, Radius Search, Territory Management, Overlay and others that make it stand out in a distinct way.
It is yet another powerful tool of ours that provides integration between leading accounting system Intuit QuickBooks and Dynamics 365. It provides 360-degree view of customer by synchronizing the Transaction History and Aging Details from QuickBooks to Dynamics 365. It enables users to calculate tax on Quote, Order, and Invoice in Dynamics 365. It is an extremely robust tool that maintains data integrity and security.
We also have a range of productivity tools for Dynamics 365 CRM. These are dedicated to augmenting its functionality by getting embedded in CRM. Let’s delve deep and explore these products one by one.
Cloud Storage integration app for Dynamics 365 for managing files and attachments on Sharepoint and Dropbox. Users can drag and drop their files and folders in an easy to operate UI and Upload/Download files and folders to/from these cloud storages along with many other functions. Users can also move/copy Notes and Email attachments to SharePoint or Dropbox to save space.
Reports and Word templates provide statistical figures of an organization like accounting information, revenue report, employee data, etc. With our one-click solution Click2Export, it is possible to export Report and Word Templates. You can further Upload them to SharePoint, Attach as a Note and Auto-Send them in emails.
Manually entering duplicate records in Dynamics CRM is a major time-consuming factor. To resolve this and add much more, we have introduced CIick2Clone, one-click solution to clone your duplicate records with the help of templates. It enables transmitting records with 1:N and N:N relationships. This works for hierarchies and cloning child records. Easy to implement, Click2Clone meets your business needs end to end.
To track, monitor and assign tasks to the team based purely on competency we have developed a solution User Adoption Monitor. It is a powerful tool that allows the managers to view their user’s performance and what actions the team is performing. Thus, they can train better and make informed decisions about their workforce to increase the output and thus, revenue.
Our team works round the clock to keep on adding more helpful features. In case any of your business needs collide with our solutions we would be happy to demonstrate them to you. Please feel free to start with a FREE TRIAL of 15 days.
For any assistance with upgrade please feel free to contact us crm@inogic.com
Already looking forward to the next release!
Ciao!
Is there anyway to run a report on Activity/Usage per individual? We want to do evaluations on whom is using the program and how much they are using it in our annual review.
Any suggestions appreciated.
We are using the following activities: Fax, Phone Call, Letter, Appointment, and Recurring Appointment. On these activities there is a "To" field. This field is a party list and has the following OOB entities in the list: account, contact, lead, and user. Is there a way to add a custom entity to this party list. We have a custom entity for employees and we need to be able to set the "To" to an employee. I have been looking without success to see if there was a way to add out custom entity to the party list. I haven't been able to find out how the party list is set to in include the OOB entities. I am looking for a supported or unsupported way to do this. If that is not possible I wanted to figure out how the party list works so I can effectively explain why this request is not possible.
Hi guys,
I was trying to attach documents in the Work Order and the Service Tasks on that work order from the Field Service Mobile App. However, upon trying to do that I saw that I can only capture photos and attach or add notes as text. However I cannot attach any documents / attachment to either Work Order or Service Tasks. I also read on the community that this is a gap on the Field Service module for the app.
Is there a work around for this? How can I attach documents to both of these entities from the Mobile application so that they directly get uploaded to their respective folder on Sharepoint?
Thanks in advance. :)
As Dynamics 365 CRM’s native feature, we can call on-demand workflows from inside a business process flow. We can configure this from the new business process flow designer, by dragging a workflow component to a process stage, or to the Global Workflows section.
As you know, we have written a blog on global workflow where we can find its basic information. In this blog, we are continuing this by exploring global workflow with detailed steps.
An on-demand workflow from inside a business process flow executes as usual on Stage Exit of a stage but it does not work, if we call on-demand workflow from on stage exit of a last stage of business process flow.
When we include a workflow that we want to trigger on Stage Exit of a stage in business process flow, and that stage is the last stage in the flow, the designer gives the impression that the workflow will be triggered when that stage is completed. However, the workflow will not be triggered because a stage transition does not take place when BPF is finishing from last stage and not moving to previous stage. We will not receive a warning or error preventing us from including the workflow on that stage. When a user interacts with the business process flow, finishing or abandoning the process does not result in a stage transition, and therefore, the workflow is not triggered.
Consider the following examples:
The workflow will not trigger in either case.
As shown in below screen shot, on demand workflow on stage “Research,” does not trigger on stage exit, when we click Finish button. My on demand workflow sets the value of Remark field on stage exit of “Research” stage.
To work around this issue, we have added a Global Workflow, and added the workflow which we want to trigger to it so that the workflow is triggered for the business process rather than a stage of the process.
After updating the BPF, as shown in above image, reload the form and click “Finish” button on BPF, and last stage is “Research.” Now workflow triggered as expected.
Also, we can set the trigger for a Global workflow to Process Abandoned or Process Completed to cause the workflow to trigger when a user abandons or completes the business process.
An on-demand workflow from inside a business process flow executes as usual on Stage Exit of a stage. However, it does not work if we call on-demand workflow from stage exit of a last stage of business process flow and finish the business process. For this we need to set the trigger for the Global workflow to Process Completed to cause the workflow to trigger when a user completes the business process.
Power App helps you to create a quick mobile app to show details of your CRM organization. In today’s blog, we will explore more on how to set Date and Time field of Dynamics365 in Power App.
Following are the steps to set Date and Time fields of Dynamics 365 in Power Apps:
1. Create a default Canvas app for appointment entity by using Dynamics 365. You can refer our previous blog here.
2. As you know appointment entity contains two date and time fields i.e. “Start Time” and “End Time” as shown in below screenshot:
Let’s set the value of “Start Time” and “End Time” through Power App.
3. Now in “Edit screen” in power app you can see the “Start Time” and “End time” fields with “date and time” data type as shown in below screenshot:
4. Now on “onSelect” property of “IconAccept” add patch formula as given below:
Patch(
Appointments,
First(
Filter(
Appointments,
activityid = BrowseGallery1.Selected.activityid
)
),
{
scheduledstart: If(
IsBlank(DateValue1.SelectedDate),
Blank(),
DateValue1.SelectedDate + Time(
Value(HourValue1.Selected.Value),
Value(MinuteValue1.Selected.Value),
0
)
) ,
scheduledend: If(
IsBlank(DateValue2.SelectedDate),
Blank(),
DateValue2.SelectedDate + Time(
Value(HourValue2.Selected.Value),
Value(MinuteValue2.Selected.Value),
0
)
)
}
)
5. Let’s run the app and set “Start Time” and “End Time” for a record in CRM through Power App by selecting
in power App.
Now as shown below the “Start Time” and “End Time” values are updated in CRM:
By using the simple steps we can set date and time fields of Dynamics365 in Power App.
To help evaluate your business needs and design a custom app for your specific requests reach out to us at crm@inogic.com | Read our blog series on Microsoft PowerApps
With JavaScript, we have real-time interaction with Dynamics 365. Microsoft gives us feasibility to use CRM Web API in JavaScript to perform operations such as Create, Update, Delete, Retrieve, etc.
But there is a limitation on the number of API requests made by each user, per organization instance, within a five-minute sliding window. Please refer the below blog for more details:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/api-limits
This limit will cause the issue to the organization which is using a large number of requests for their application.
The application will throw “429” error which will give this type of message: “Combined execution time of incoming requests exceeded limit of 1,200,000 milliseconds over a time window of 300 seconds. Decrease the number of concurrent requests or reduce the duration of requests and try again later.”
To overcome this error, we have used JavaScript’s setTimeout() function. setTimeout() for single request works as expected but in order to use setTimeout() in for loop you need to add extra piece of code to get a proper result i.e. by using setTimeout() with IIFE (Immediately Invoked Function Expression).
var waitInterval = 300;
for (var i = 0; i < result.List.length; i++) {
(function (i) {
setTimeout(function () {
crmAPI.Create(entityName, record).then(function success(result){
});
}, waitInterval * i);
})(i);
}
You can change the waiting interval based on number of requests.
By using JavaScript’s setTimeout() with IIFE (Immediately Invoked Function Expression) we can overcome the CRM API limit.
Hello all,
I have to create a field on marketing list to count the number of members. This field needs to count the members for both types of marketing list : static and dynamic. A marketing list can contain more than 50 000 members.
How can i do that?
I was recommended to use fetchxml with javascript, or create a workflow, but i don't know how to do this.
Thank you!
In this blog we will learn to retrieve Dynamic CRM entity records in respect of Many to Many relationships between two Dynamic CRM entities (OOB/Custom).
So let’s take a look at the following example:
In the below screeshot, there is one Many-to-Many relationship present between Account and Territory Entity of Dynamic CRM.
One Territory entity subgrid is added to the Account entity form.
So, now we need to retrieve Account entity records which are associated with the three territories shown in the above screenshot (i.e California, Nevada, New York). For this, we need to first prepare the fetchXml query for retrieving the Account entity records.
<fetch version=”1.0″ output-format=”xml-platform” mapping=”logical” distinct=”true”>
<entity name=”account”>
<attribute name=”name” />
<order attribute=”name” descending=”false” />
<link-entity name=”new_account_territory_entity_name” from=”accountid” to=”accountid” visible=”false” intersect=”true”>
<link-entity name=”territory” from=”territoryid” to=”territoryid” alias=”ab”>
<filter type=”and”>
<filter type=”or”>
<condition attribute=”name” operator=”eq” value=”Nevada” />
<condition attribute=”name” operator=”eq” value=”New York” />
</filter>
</filter>
<attribute name=”name” />
<attribute name=”territoryid” />
</link-entity>
</link-entity>
</entity>
</fetch>
Note:
new_account_territory_entity_name: It is defined as IntersectEntityName which you can get from N:N relationship record as shown in the screenshot below.
accountid: It is defined as Entity1IntersectAttribute attribute which you can get from N:N relationship record.
Now run this fetchXml query using Web API.
//create AJAX request
Maplytics_jQ.ajax({
type: “GET”,
contentType: “application/json; charset=utf-8”,
datatype: “json”,
//async: false,
url: this.getWebAPIPath() + entitySetName + “?fetchXml=” + fetchXml,
beforeSend: function (xhr) {
//Specifying this header ensures that the results will be returned as JSON.
xhr.setRequestHeader(“Accept”, “application/json”);
xhr.setRequestHeader(“Content-Type”, “application/json; odata.metadata=minimal”);
xhr.setRequestHeader(“OData-MaxVersion”, “4.0”);
xhr.setRequestHeader(“OData-Version”, “4.0”);
xhr.setRequestHeader(“Prefer”, “odata.include-annotations=*”);
},
success: function (data, textStatus, xhr) {
},
error: function (xhr, textStatus, errorThrown) {
retrieveUsingFetchError(Inogic.Maplytics.ApiLib.errorHandler(xhr));
}
});
The above query will help to retrieve Account records which are associated with three territories records (i.e Nevada, New York, California).
Hi,
I want to filter the Parent entity records based on child entity records and logged in user.
Example: Parent Entity(Account) - Child Entity(Contact).
Portal user must be a contact in CRM.
'Contact A' logged in to the portal and created a account(Account 1) record and associated two contact(Contact B and Contact C) records for that account
Whenever the Contact B is log in to the portal, he should be able to see Account 1 in his list of account records.
Appreciate any quick suggestion!
Thanks,
Nandhini