How to Group using FetchXML

In Microsoft Dynamics CRM 2011 FetchXML includes grouping and aggregation features which let us to use aggregate functions like sum, count etc.

Using Group by we can calculate sum, avg, min, max, count. But, Group by clause is not supported through LINQ in CRM.

You can only specify one aggregate attribute in a query and you cannot use the distinct keyword. To create an aggregate attribute, set the keyword aggregate to true, then specify valid entity name, attribute name and alias(variable name). You must also specify the type of aggregation you want to perform.

<fetch distinct='false' mapping='logical' aggregate='true'>

<entity name='entity name'>
<attribute name='attribute name' aggregate='count' alias='alias name'/>
</entity>
</fetch>"

Below is the example to get sum of total amount of all won quotes:

string quotes = @"

<fetch distinct='false' mapping='logical' aggregate='true'>
<entity name='quote'>
<attribute name='totalamount' alias='totalamount_sum' aggregate='sum'/>
<attribute name='statecode' groupby='true' alias='state' />
<filter type='and'>
<condition attribute=' statecode ' operator='eq' value='won' />"+
"</filter> "+
"</entity> "+
"</fetch>";

EntityCollection quotes_result = _service.RetrieveMultiple(new FetchExpression(quotes));

foreach (var q in quotes_result.Entities)
{
Decimal wonQuoteAmount = ((Money)((AliasedValue)q["totalamount_sum"]).Value).Value;
}

courtesy of:
http://community.dynamics.com/product/crm/crmtechnical/b/crminogic/archive/2011/04/23/group-by-using-fetchxml.aspx

CRM2011 FetchXML Row Count

How to find the row count in CRM2011 using fetchxml, just add returntotalrecordcount='true' into the first tag as per below.
<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false" returntotalrecordcount='true'>

enjoy!

Top 10/x Records

Bringing back the top 10 records in CRM2011 using fetchxml is extremly simple, you just need to add in count="10" into the first fetch tag as per below

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="true" count="10">
  <entity name="bc_renewal">
    <attribute name="subject" />
  </entity>
</fetch>

Fetchxml CRM 2011 Pre-Filtering

How to turn CRM 2011 Pre-filtering on for Reporting Services Reports.

Open the dataset, edit the fetchxml query and add in the enableprefiltering and prefilterparametername box, this description can be whatever you like.

<fetch  version="1.0"
            output-format="xml-platform"
           mapping="logical"
           distinct="false">

<entity name="opportunityproduct"
                       enableprefiltering="true"
                       prefilterparametername="OpportunityProdFilter">

fetchxml conditions, what are they, how do they work

fetchxml conditions, what are they?

Conditions in fetchxml as very straight forward, a full list of them are below.

Example usage for a simple firstname equals robert

<filter type='and'>
      <condition attribute='firstname' operator='eq' value='robert'/>
</filter>

Example usage for a simple firstname equals robert or simon

<filter type='or'>
      <condition attribute='firstname' operator='eq' value='robert'/>
      <condition attribute='firstname' operator='eq' value='simon'/>
</filter>

Example usage firstname is a match to one of the values in a multivalue paramater called @FN (firstname)

<filter type='and'>
      <condition attribute='firstname' operator='in' value='@FN'/>
</filter>

Shows any records where the createdon date equals today or within the last 7 days, note: this only looks at the date, so if your looking at a datetime field then no matter what the time is it will show you todays records.

<filter type='or'>
      <condition attribute = 'createdon' operator='today'/>
      <condition attribute = 'createdon' operator='last-seven-days'/>
</filter>

Condition	Actual comparison	Value
equals x	eq	x
does not equal x	ne	x
is greater than x	gt	x
is greater than or equal to x	ge	x
is less than x	lt	x
is less than or equal to x	le	x
begins with x	like	x%
does not begin with x	not-like	x%
ends with x	like	%x
does not end with x	not-like	%x
contains x	like	%x%
does not contain x	not-like	%x%
exists	not-null
does not exist	null
anytime	not-null
yesterday	yesterday
today	today
tomorrow	tomorrow
in next 7 days	next-seven-days
in last 7 days	last-seven-days
next week	next-week
last week	last-week
this week	this-week
this month	this-month
last month	last-month
next month	next-month
this year	this-year
next year	next-year
last year	last-year
on x	on	x
on or after x	on-or-after	x
on or before x	on-or-before	x
in between	between
not between	not-between
in	in
not in	not-in
equals user id	eq-userid
does not equal user id	ne-userid
equals business id	eq-businessid
does not equal business id	ne-businessid