Filtering in Crm 2011

In Crm 2011 new functionality provided that allows us to filter our views same as Microsoft Excel filtering functionality.

We can filter the columns from within the Grid as shown in below screen shot.


Click on Filter button that enables filtering for each column as shown in below screen shot.


The drop down shows the following options for filtering.


Click on Custom filter option and specify the conditions based on which records will be filtered.


Now records will be shown only for those potential customer whose name begins with “b” as shown in below screen shot.


We can save our views as shown in below screen shot.


Specify the name of your view and it will be shown to your views list as shown in below screen shot.



Hope this helps!!!

Group by 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;
}

MessageSecurityException when connecting to the Web Services

When trying to establish connection with the organization service or discovery service in CRM 2011 you may receive the following exception

Unhandled Exception: System.ServiceModel.Security.MessageSecurityException: An unsecured or incorrectly secured fault was received from the other party. See the inner FaultException for the fault code and detail.

Solution: You need to Delete the device registration folder named LiveDeviceID in your profile folder C:\Users\<username>.

Alternatively you can navigate to “C:\Users\<username>\LiveDeviceID\” and rename the LiveDevice.xml file to LiveDeviceOld.xml.