Feature Review: FetchXML Builder in the XrmToolBox
In the final video in her series on the XrmToolBox, UG Expert Kylie Kiser highlights the FetchXML Builder, part of the XrmToolBox.
Key Highlights
- Overview: The FetchXML Builder tool can be used to create advanced finds and convert them into other formats, enabling non-developers to perform technical tasks independently without needing assistance.
- Create a view of active accounts: Kylie demonstrates how to create a view of active accounts by building a query, selecting the account entity, adding a filter for the state code to be active, and choosing specific attributes like account name and account number. She also references the ability to add additional filters and link entities for more complex queries.
- Connect with Power Automate: Next, Kylie explains how to view and convert FetchXML into Power Automate parameters, which can be used in trigger actions to include filter information and columns in Power Automate flows. This feature offers capabilities beyond what is available in advanced find.
- Example: During an example, she shows how to add a filter for the primary contact ID, set it to a specific value, and replace it with the actual GUID of the record in a flow.
