Advance find result set opening new record window instead of existing record

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Posted on by Community Member Microsoft Employee

Hi All,

I have created new advance find appointment entity with querying many to many relationship entity. Getting proper result as expected, but when i click to open any records, its opening new appointment entity window instead of existing appointment record.

Suppose if i remove the many to many relationship filter in query then everything is working fine with opening proper appointment record.

Issue happens only if many to many relationship entity is added in advance find query.

Please suggest whether if any configuration is required in CRM side to fix this issue or known bug in MS CRM?

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ashlega 34,475 on at

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RE: Advance find result set opening new record window instead of existing record

I mean how did you get this:

That filter is for a relationship, and, since it does not show something like

Product Group Visit (Appointment)

it means it's N:N (as far as I know at least)

But I can't add custom N:N to an activity entity, so, then, how did you do it?

Also, that fetcmXml is for appointments, but your original screenshot is for activities
Community Member Microsoft Employee on at

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RE: Advance find result set opening new record window instead of existing record

Activity - Appointmentproductgroup (1:N)

Appointmentproductgroup - Productgroup ( N:N)

Getting issue only Productgroup entity is added in advance find filter. Working fine if Productgroup is removed from advance find.
ashlega 34,475 on at

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RE: Advance find result set opening new record window instead of existing record

How did you manage to add N:N to the activity entity? It seems I can't do it (I mean in the customizations)
Community Member Microsoft Employee on at

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RE: Advance find result set opening new record window instead of existing record

Able to open selected records if i have removed the many to many relationship entity filter in same fetch xml. New record form opens only i used particular relationship in advance find query.
ashlega 34,475 on at

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RE: Advance find result set opening new record window instead of existing record

But that fetch seems to be for a different query (not fro the one on the screenshot)
ashlega 34,475 on at

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RE: Advance find result set opening new record window instead of existing record

That fetchXml does not have an "id" field, and that's exactly why CRM is opening a new record form.. whether installing the update will help or not.. it might.
Andreas Cieslik 9,265 on at

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RE: Advance find result set opening new record window instead of existing record

I stronly recommend to install the update 1.1:

www.microsoft.com/.../details.aspx

and update 1.2 for Outlook Client, Router and Language if used:

support.microsoft.com/.../update-1.2-for-microsoft-dynamics-crm-2015
Community Member Microsoft Employee on at

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RE: Advance find result set opening new record window instead of existing record

Hi Andreas,

Please find the fetch XML query used for appointment entity,

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="true">

<entity name="appointment">
<attribute name="subject" />
<attribute name="statecode" />
<attribute name="scheduledstart" />
<attribute name="scheduledend" />
<attribute name="regardingobjectid" />
<attribute name="requiredattendees" />
<order attribute="subject" descending="false" />
<link-entity name="new_appointmentproductgroup" from="new_appointmentproductgroupid" to="new_productgroup" alias="aj">
<link-entity name="new_new_appointmentproductgroup_new_product" from="new_appointmentproductgroupid" to="new_appointmentproductgroupid" visible="false" intersect="true">
<link-entity name="new_productgroup" from="new_productgroupid" to="new_productgroupid" alias="ak"></link-entity>
</link-entity>
</link-entity>
</entity>
</fetch>

CRM Version

===========
Community Member Microsoft Employee on at

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RE: Advance find result set opening new record window instead of existing record

Hi Andreas,

I checked the phone call activities with similar query (Product group visit and product group) entity. Clicking on a selected record is working fine. But for appointment activity entity alone its opening new appointment window when double click selected records from the result set.

Please suggest if anything need to configure in appointment level.
Andreas Cieslik 9,265 on at

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RE: Advance find result set opening new record window instead of existing record

Which patch version of CRM 2015 are you on?