crm 2011 creating a view of merged contacts - dynamics-crm-2011

Can I create a view of the contacts that have been merged?
I want to include active and inactive (sub ordinate) contacts as well in the view.
I can search inactive contacts with the status 'Merged duplicates'.
How do I find the master record in which it has been merged?
Help is appreciated! :)

CRM has two fields called "merged" and "masterid" which indicate if the record was merged and the master record id. Unfortunately, CRM doesn't expose these fields so you won't be able to create a view but you can create a SSRS report to display merged records if you want.
The following is an example about how to retrieve this information using fetchXML:
<fetch>
<entity name="contact" >
<attribute name="fullname" />
<attribute name="merged" />
<attribute name="masterid" />
<filter>
<condition attribute="merged" operator="eq" value="1" />
</filter>
</entity>
</fetch>

You can't find all active contacts which were merged using advanced find. But it is possible to create a plugin to mark active records with some custom flag (Was Merged for example) or place a lookup for latest merged record ("Was merged with" for example) and then you can find all active records using advanced find. This can be helpfull during plugin creation: http://mscrm-chandan.blogspot.ru/2012/08/get-entity-details-in-merge-plugin.html

Related

Issue with retrieving CRM D365 Option set field Data using Azure Data Factory

I have connected to my D635 instance by creating a pipeline and Dataset in azure Data Factory and have given fetchXML as source to retrieve the data. But when I preview the data I can only see number values for Option set fields in my output data.
Could anyone clarify me if we can normalize Optionset field values in ADF and use it?
Thanks!
You can use a link-entity element in your FetchXML query. You just need to lookup the objecttypecode of your entity.
Once you have the value you can use the following to bring in the textual value of an OptionSet selection.
<link-entity name="stringmap" from="attributevalue" to="____" visible="false" link-type="outer" alias="____">
<filter type="and">
<condition attribute="objecttypecode" operator="eq" value="___"/>
</filter>
<attribute name="value"/>
</link-entity>
to should be the name of the OptionSet column on the host/root entity
alias whatever you want to call the column in the output. I used the same value as to
value This is the object type code for your host/root entity. It is an integer value.

Unable to get the custom field value in WorkItem

I am having custom field value in Excel. When I am trying to publish to TFS2018, I am getting empty values.
Tried adding field names in WIT file (XML format) and imported to the project. I am able to see the custom field in TFS also.
<FIELD name="OldID" refname="Test.OldID" type="Integer">
<HELPTEXT>Defines OLDID.</HELPTEXT>
<WHENNOTCHANGED field="Test.OldID">
<ALLOWEXISTINGVALUE />
</WHENNOTCHANGED>
<ALLOWEXISTINGVALUE />
</FIELD>
I have Custom field value in Excel which should be populated in TFS 2018 while publish it.
Somehow I have identified the value to be imported from excel to TFS custom field.
Created a new query including custom field, then open that query from Visual Studio in excel.
Once opened, copy the value to custom field and publish it.
Query
Work Item

SSRS Sharepoint List Query Designer Selecting the View

I have a website with sharepoint 2010 site i'm pulling data from into a report for SSRS reporting services. On the website, there's an area where we select to change views such as "All Items" or "2013" or "2014".
By default when I run the query designer on SSRS, it pull data from 2014. I would like to know how to edit it such that I can change the view to All Items instead of "2014" where I can pull from that view instead. All items would include everything while 2013 and 2014 would be a smaller set.
Is this possible? I went searching for answers but didn't know what key words to search up and mainly came across links teaching how to use a sharepoint site as a datasource. I have below an example of what i'm trying to do.
<RSSharePointList xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
xmlns:xsd="http://www.w3.org/2001/XMLSchema">
<ListName>MyList</ListName>
<ViewFields>
<FieldRef Name="ID" />
</ViewFields>
</RSSharePointList>
In your SSRS Builder, you can create a Dataset there. Click the Query Designer button and add the fields that you want that is included in a specific view in your SP site.
The code that you've shown will be automatically created once you selected the columns that you wanted to show on a specific view

How to select Top 10 in SSRS using SharePoint List as Data Source

I am trying to build a SSRS report that includes 2 sub reports.
Each sub report uses a single data set with a SharePoint List as it's data source.
Usually when trying to control the length of SP queries I use the following group by expression;
=ceiling(Rownumber(nothing)/N)
This works well by helping to set page break points to fit in web parts.
But when trying to stack two sub reports, the second sub is still pushed back many pages when first sub has many results.
I would think that I should restrict the number of results in the query of the data sets within the report similar to when I do queries with SQL table data sources using
select top 10
The issue is that I am unfamiliar with the query language used when SharePoint List is a data set.
Can you please advise what needs to be inserted in the following to restrict number of returned results.
<RSSharePointList xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
xmlns:xsd="http://www.w3.org/2001/XMLSchema">
<ListName>SPUD</ListName>
<ViewFields>
<FieldRef Name="Title" />
<FieldRef Name="Description" />
<FieldRef Name="Quantity" />
<FieldRef Name="Condition" />
<FieldRef Name="_x004c_OC1" />
<FieldRef Name="PIM" />
</ViewFields>
Additionally, please advise how to pass a report parameter to the above query.
(I currently use filter functionality but that won't work if number of results returned is restricted in query.)
Lastly, Can what I am asking be set by some tablix parameter?
Thank you for your help, let me know if you need any additional information.
You can fudge it by hiding the extra rows that you don't want. Click on the Detail row handle to highlight the entire details row in the tablix. Go down to the Visibility-Hidden property and enter the following formula:
=RowNumber(Nothing) > 10
You could pass a parameter to the report to restrict the rows shown:
=RowNumber(Nothing) > Parameters!MaxRows.Value

Sharepoint BDC - Check names not working

Long story short:
I have a BDC application definition in my sharepoint 2007 server, which is pulling data from a SQL server.
Some of this data is the Employee Name.
What i'm trying to do, is that when a user is writing a portion of the employee name in the BDC column (in the custom list) and then clicks 'Check Names', it will show him a list of the available names it found. (Like this user column type:)
now, what happens in real life when using BDC, is that i dont see the list of available users.
Any help solving this issue would be greatly appreciated!
you could resolve this problem addin a Filter for the Name Field inside the Finder method, and setting the property "UsedForDisambiguation" with "true"
Ex: This filter applys to the employee name field:
<FilterDescriptors>
<FilterDescriptor Type="Wildcard" Name="Name">
<Properties>
<Property Name="UsedForDisambiguation" Type="System.Boolean">true</Property>
</Properties>
</FilterDescriptor>
</FilterDescriptors>
Then, upgrade the BDC and when the user write the name and click the "Check names" button sharepoint will try to find the employee using the SpecificFinder (by ID), and if nothing is found then will try to find employees with this filter.
Regads!

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