{"id":2603,"date":"2021-02-19T11:37:06","date_gmt":"2021-02-19T06:07:06","guid":{"rendered":"https:\/\/w.indiaondesk.com\/crmjetty\/how-to-create-and-save-fetchxmlquery-from-dynamics-365\/"},"modified":"2021-08-13T18:11:58","modified_gmt":"2021-08-13T12:41:58","slug":"how-to-create-and-save-fetchxmlquery-from-dynamics-365","status":"publish","type":"post","link":"https:\/\/w.indiaondesk.com\/crmjetty\/how-to-create-and-save-fetchxmlquery-from-dynamics-365\/","title":{"rendered":"How to Create and Save FetchXmlQuery from Dynamics 365"},"content":{"rendered":"
\n

In Dynamics 365 WebAPI, you can retrieve data using FetchXML queries for some complex requirements. Dynamics 365 WebAPI supports querying using \u201cFetchXML\u201d. With FetchXML, it can be easily generated using \u201cAdvanced Find\u201d.<\/p>\n

Advanced Find is a powerful feature in Dynamics 365 that can be used easily by literally any user without SQL query knowledge. It is specifically helpful when there is a need to narrow down results to the minimum, based on the ‘specified filter\u2019 criteria.<\/p>\n

You need to follow the below steps to general FetchXML queries using \u2018Advanced Find\u2019:<\/p>\n

Step-1: Search and open \u201cAdvanced Find\u201d<\/h2>\n

\u2192 To access \u2018Advanced Find\u2019 in Dynamics 365, click on the \u2018funnel\u2019 icon in the upper right-hand corner.<\/p>\n

\"Advanced<\/p>\n

\u2192 By clicking on the \u2018funnel\u2019 icon, the \u201cAdvanced Find\u201d window will open.<\/p>\n

\"Advanced<\/p>\n

\u2192 In the Look for drop-down option, select an entity for which you want to generate a FetchXML Query.<\/p>\n

\"Look<\/p>\n

\u2192 Click Select to define search criteria. Fill in the criteria. (You can select fields from the current record type, or from related records.)<\/p>\n

\"Select<\/p>\n

\u2192 At the bottom of the \u201cSelect\u201d list, the Related section shows related record types.<\/p>\n

For example, most record types have a Related record type. To select fields from a related record type, select field, and a new Select link appears.<\/p>\n

\"new<\/p>\n

Step-2: Specify the sort order<\/h2>\n

Follow the below steps to manage the order<\/p>\n

\u2192 Select Edit Columns to add\/remove columns and edit the columns in the Query search results.<\/p>\n

\"Edit<\/p>\n

\u2192 Select \u201cConfigure Sorting\u201d to sort the columns and its view.<\/p>\n

\"Select<\/p>\n

\u2192 Specify the column to sort on, specify the sort order, and then select OK.<\/p>\n

\"Configure<\/p>\n

\u2192 After selecting the options for \u201cSort By\u201d and \u201cThen By\u201d, select \u2018OK\u2019 to save the changes.<\/p>\n

Step-3: Add additional columns to Advanced Find query<\/h3>\n

\u2192 In the \u201cAdd Columns\u201d window, you can click on the Add Columns to add additional columns to the Advanced Find query.<\/p>\n

\"Advanced<\/p>\n

\u2192 After selecting the columns from the list, click on the \u201cOK\u201d button to proceed further.<\/p>\n

Step-4: Get \u2018Results\u2019<\/h2>\n

\u2192 Once you have your Advanced Find query complete, in the Advanced Find window, you can click on the red exclamation point (Results) to run the query.<\/p>\n

\"red<\/p>\n

\u2192 By clicking on the \u201cResults\u201d, you will get the matched result records of the selected entity based on selected filters.<\/p>\n

\"selected<\/p>\n

Step-5: Download FetchXML<\/h2>\n

\u2192 In the \u201cAdvanced Find\u201d window, you can click on the Download to download the FetchXml query.<\/p>\n

\"Download<\/p>\n

Downloaded query:<\/b><\/p>\n

\u2192 Once you download the fetch XML query, you can use it for WebAPI.<\/p>\n

\"download<\/p>\n

All product and company names are trademarks\u2122, registered\u00ae or copyright\u00a9 trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.<\/em><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

In Dynamics 365 WebAPI, you can retrieve data using FetchXML queries for some complex requirements. Dynamics 365 WebAPI supports querying using \u201cFetchXML\u201d. With FetchXML, it can be easily generated using \u201cAdvanced Find\u201d. Advanced Find is a powerful feature in Dynamics 365 that can be used easily by literally any user without SQL query knowledge. It […]<\/p>\n","protected":false},"author":5,"featured_media":1542,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[34],"tags":[],"class_list":["post-2603","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dynamics-crm"],"yoast_head":"\nHow to Create and Save FetchXmlQuery from Dynamics 365?<\/title>\n<meta name=\"description\" content=\"When it comes to configuring settings, you want a hassle free solution portal solution. 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