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Author: uk365guy

How to retrieve data from multiple entities in CRM

I have an entity called “A” and it has two lookup fields to entities “B” and “C”. Now I want to retrieve data from all the three entities using CRM SDK.

  1. QueryExpression query = new QueryExpression(“EntityALogicalName”);
  2. query.ColumnSet = new ColumnSet(“column1”, “coumn2”);
  3. // Or retrieve All Columns
  4. //query.ColumnSet = new ColumnSet(true);
  5.  
  6. LinkEntity EntityB = new LinkEntity(“EntityALogicalName”, “EntityBLogicalName”, “EntityALinkAttributeName”, “EntityBLinkAttributeName”, JoinOperator.Inner);
  7. EntityB.Columns = new ColumnSet(“column1”, “coumn2”);
  8. EntityB.EntityAlias = “EntityB”;
  9. // Can put condition like this to any Linked entity
  10. // EntityB.LinkCriteria.Conditions.Add(new ConditionExpression(“statuscode”, ConditionOperator.Equal, 1));
  11. query.LinkEntities.Add(EntityB);
  12.  
  13. // Join Operator can be change if there is chance of Null values in the Lookup. Use Left Outer join
  14. LinkEntity EntityC = new LinkEntity(“EntityALogicalName”, “EntityCLogicalName”, “EntityALinkAttributeName”, “EntityCLinkAttributeName”, JoinOperator.Inner);
  15. EntityC.Columns = new ColumnSet(“column1”, “coumn2”);
  16. EntityC.Columns = new ColumnSet(“column1”, “coumn2”);
  17. EntityC.EntityAlias = “EntityC”;
  18. query.LinkEntities.Add(EntityC);
  19.  
  20. query.Criteria.Conditions.Add(new ConditionExpression(“status”, ConditionOperator.Equal, 1));
  21.  
  22. var result = service.RetrieveMultiple(query);
  23.  
  24. foreach (var entity in result.Entities)
  25. {
  26. // Get the Columns from the Entity Obj Like this. Depands on type of the Column.
  27. string entityAColumn1 = entity.Contains(“column1”) ? entity[“column1”].ToString() : string.Empty;
  28. // Use Link Entity Alias with column name
  29. string entityBColumn1 = entity.Contains(“EntityB.column1”) ? (entity[“EntityB.column1”] as AliasedValue).Value.ToString() : string.Empty;
  30. string entityCColumn1 = entity.Contains(“EntityC.column1”) ? (entity[“EntityC.column1”] as AliasedValue).Value.ToString() : string.Empty;
  31. }

 You can use Left Outer join if there is possibility that any lookup values can be Null. You can access the Link Attribute using LinkEntity Alias mention in code. I hope this will also work.

The below Url might give more information and syntax for linked entites 
http://congruentdynamics.blogspot.co.uk/2013/05/retrieve-linked-entity-data-using-query.html

https://lakshmanindian.wordpress.com/2012/11/30/retrieve-data-using-fetchxml-with-multiple-link-entities-in-crm-2011/

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Micrsoft Dynamics CRM 2011 online – Retrieve Plugin

Retrieve
If  you want to write a plugin that executes every time a user opens a record.

Here is the Retrieve Code

First, create a new Plugin and sign the assembly with a key:


public void Execute(IServiceProvider serviceProvider)
{
// Obtain the execution context from the service provider.
Microsoft.Xrm.Sdk.IPluginExecutionContext context = (Microsoft.Xrm.Sdk.IPluginExecutionContext)
serviceProvider.GetService(typeof(Microsoft.Xrm.Sdk.IPluginExecutionContext));

if (context.Depth == 1)
{
IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);

// Obtain the target entity from the input parmameters.
EntityReference entity = (EntityReference)context.InputParameters["Target"];

ColumnSet cols = new ColumnSet(
new String[] { "lastname", "firstname", "address1_name" });

var contact = service.Retrieve("contact", entity.Id, cols);

if (contact != null)
{
if (contact.Attributes.Contains("address1_name") == false)
{
Random rndgen = new Random();
contact.Attributes.Add("address1_name", "first time value: " + rndgen.Next().ToString());
}
else
{
contact["address1_name"] = "i already exist";
}
service.Update(contact);
}
}
}


Next, got to the Plugin Registration Tool (included with the CRM SDK) and register the plugin as follows:

image


What you’ll end up with in this example is:


On first open of the record:


clip_image002


On all future opens of the record:


clip_image002[5]



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HOW TO FIND A RECORD WITH “GUID” IN CRM 4.0

Find the Record using Guid in crm 4.0

Recently i faced a situation where i need to find a record with its GUID.
The reason is CRM  Opening some of the PDF’s (form to PDF) And CRM is failing to open some of the record’s PDF.
So i have checked the Log File where i have seen GUID of the failed Record’s GUID.
To find out the Failed record in crm is bit pain, so here is the following solution as follows:  
Here is a quick solution to find a record using its GUID.
Go to the Entity records and open one of the record
Press F11  and it maximize the window 
Here you will see the record GUID in the URL and replace the GUID of the record you want to find out and browser again, then you will find the record you are looking for.
The following URL’s might give more information
To find out the record GUID without any coding here is the URL

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