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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Fetch XML comparing tw...
Microsoft Dynamics CRM (Archived)

Fetch XML comparing two entity fields

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Posted on by Community Member

Hello, 

I am wondering if its possible to construct a fetch xml that will obtain all lead records that have the same district as a logged in user. Users have a district as well as leads having districts and I need a query for all records with same districts. So for example my district can have multiple users, I want to see all leads with my district and if a user from a different district logs in he can see his districts leads. 

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  • ashlega Profile Picture
    ashlega 34,477 on at
    RE: Fetch XML comparing two entity fields

    Hi,

     When it comes to fetchxml, you can't compare fields to fields. So no, you can't do that. Sure you can search on the current user, but, if I understand the question correctly, it's not what you need.

  • Suggested answer
    Aiden Kaskela Profile Picture
    Aiden Kaskela 19,696 on at
    RE: Fetch XML comparing two entity fields

    Hi,

    If I understand, you have a relationship between User and District, and between Lead and District (for example), and you want to build a FetchXML query that shows leads in a district that the current user belongs to?

    If that's the scenario, yes, you can do it in FetchXml or in the advanced find. Do a search for Leads, link to Related - District, link to Related - User, then add the filter User "Equals Current User" (in Fetch, "eq-userid"). Here's a list of all operators, but same vary by version: stoneridgesoftware.com/crm-online-reporting-with-fetchxml-fetchxml-operators

    Hope this helps! I'd appreciate if you'd mark this as Answering your question.

    Thanks,

     Aiden

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