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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / create custom view wit...
Customer experience | Sales, Customer Insights,...
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create custom view with c# code

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Posted on by Kassandra Alexandrou 15

Hello,

Customer Service agents asked me to create a custom view (at advanced find) on contacts, that shows all contacts that:

- have a relating case (where the contact is in  Customer field of case)  with a certain subject (or title) (get the older case - initial case)

- have a number of relating cases (where the contact is in  Customer field of case) that created AFTER the initial case.

I never created custom views at advanced find with code, I find some codes in the internet, but I don't know how I can publish the code and show the new functionallity to the agents to use it.

Thank you in advance

Kassandra

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: create custom view with c# code

    If my reply helped you take a minute to verify an answer. In order to do that you can click "Yes" under the question "Did this answer your question?".

  • Kassandra Alexandrou Profile Picture
    Kassandra Alexandrou 15 on at
    RE: create custom view with c# code

    So I must add a filter for ActivityParty.ParticipationTypeMask.Value --> 1 (sender <-- Email.From)

    Thank you very much!

  • Verified answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: create custom view with c# code

    You will have a need to d a filter for activityparty by participationtypemask field - docs.microsoft.com/.../activityparty-entity

  • Kassandra Alexandrou Profile Picture
    Kassandra Alexandrou 15 on at
    RE: create custom view with c# code

    Hello Andrew,

    Thank you for your answer.

    Finally we found another solution.

    Now I struggle with code.

    I want to filter all the emails that are FROM a particular contact

    I found the code to find all the mails that are sent TO a particular contact

    QueryExpression qe = new QueryExpression

                       {

                           EntityName = "email",

                           Criteria = new FilterExpression

                           {

                               FilterOperator = LogicalOperator.And,

                               Conditions =

                           {                                                    

                               new ConditionExpression

                               {

                                   AttributeName = "createdon",

                                   Operator = ConditionOperator.GreaterThan,

                                   Values =

                                   {

                                       caseCreated

                                   }

                               }

                           }

                           },

                           LinkEntities =

                       {

                           new LinkEntity

                           {

                               LinkFromEntityName = "activitypointer",

                               LinkFromAttributeName = "activityid",

                               LinkToEntityName = "activityparty",

                               LinkToAttributeName = "activityid",

                               LinkCriteria = new FilterExpression

                               {

                                   FilterOperator = LogicalOperator.And,

                                   Conditions =

                                   {

                                       new ConditionExpression

                                       {

                                           AttributeName = "partyid",

                                           Operator = ConditionOperator.Equal,

                                           Values =

                                           {

                                               Contact.Id

                                           }

                                       }

                                   }

                               }

                           }

                       }

                       };

                       relatedEmails = service.RetrieveMultiple(qe).Entities.ToList();

    How I change the code to find emails that are FROM the contact? Or this code gets both TO and FROM?

  • a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: create custom view with c# code

    Hello Kassandra,

    Why do you want to create this View using the code? What is the point?

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