Mon, 04/12/2021 - 08:18 By Vo Sy Lien Thanh
3 comments

View are used to display list of records for the user. XrmToolBox - View Designer can be a tool that help you to edit the views.

I would like to show you a plugin in XrmToolBox which can help you to design views in Dynamics 365 and basic knowledge about View. With this tool you can modify complex query which configuration on CRM can not achieve.

1. Quick presentation of a view definition

  • Layout: Uses XML format and define how the View are shown to the user. You can see an example for layout in the code snippet below
<grid name="resultset" object="2" jump="fullname" select="1" icon="1" preview="1" >
  <row name="result" id="contactid" >
    <cell name="fullname" width="300" />
    <cell name="emailaddress1" width="150" />
    <cell name="parentcustomerid" width="150" />
    <cell name="telephone1" width="125" />
  </row>
</grid>
  • Query: Also based on XML format, it uses a syntax named "FetchXml". This XML indicate the DB query executed behind the view. 
<fetch version="1.0" output-format="xml-platform" mapping="logical" count="50" >
  <entity name="contact" >
    <attribute name="fullname" />
    <order attribute="fullname" descending="false" />
    <attribute name="parentcustomerid" />
    <filter type="and" >
      <condition attribute="statecode" operator="eq" value="0" />
    </filter>
    <attribute name="telephone1" />
    <attribute name="emailaddress1" />
    <attribute name="contactid" />
  </entity>
</fetch>

2. XrmToolBox - View Designer

As I mentioned in the beginning of this article, View Designer is a plugin in XrmToolBox. It will help you to change the layout, filter and definition of the View. You can also preview your design with this tool.

a/ How to install?

XrmToolBox - View Designer
  • Step 2: Unzip the downloaded file then open XrmToolBox.exe
XrmToolBox - View Designer
  • Step 3: Open Tool Library and search for View Designer then install the plugin
Install View designer
  • After installed, you will have something like this
View designer after install

b/ How to use?

  • Connect to your Dataverse organization and Open View designer tool
XrmToolBox - View Designer
  • Open a View in CRM

Click Open button

Open Button

 Enter entity name and select the view, then click OK button

Select entity and view name

View will be load to the View designer

View
  • You will be able to preview data
XrmToolBox - View Designer
  • And edit the query (FetchXml)

Click Edit Query button, it will open FetchXml builder. You can find more information of FetchXml Builder at https://dynamics-chronicles.com/article/xrmtoolbox-fetchxml-builder

Open fetchxml

 After changing FetchXml, Click Return FetchXml button to apply filter to the view.

return fetchxml
  • Edit Layout, Select column and Live Preview

You can edit view's layout by clicking Edit Xml button and select which column can display by clicking Select Columns button.

To Live Preview, click Live Preview button

related feature

3. Notices

  • After changes, you need to click Publish button to publish all changes
  • You should only add column that included in the FetchXML
  • You can only change the filter with static value. To use dynamics value in the filter, you need to implement they in source code.

XrmToolBox - View Designer

Comments

All our users have their personalization settings to show 250 records per page in views. When I edit a view in View Designer and then publish, I can only see 50 rows at a time. I've tried modifying the Page value in XML builder, but it is ignored (apparently) when the XML is pushed to the view builder.
How can I get more rows at a time?

Wed, 05/19/2021 - 00:18
Karla Keeney (not verified)

Hi, i need make a query in fetch, this query need make a WHERE , this where contain a condition (where lastname like midlename+%) but i can't building this condition my question is... ¿is posibble make a query and take a atribute + anything?

TY sorry for my bad english

Wed, 06/23/2021 - 22:42
Sebastian A Leyton (not verified)

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