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Microsoft Dynamics 365 | Integration, Dataverse...
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Create a view via XML

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Posted on by 50

I would like to know if it is possible to create a new view using XML.

For example, I have this query:

<fetch top="50">
<entity name="contact">
<attribute name="fullname" />
<filter>
<condition attribute="fullname" operator="eq" value="Blabla" />
</filter>
</entity>
</fetch>

I want to transform in a view. Is it possible? 

I saw that the views that we create are saved in the database in the savedquery table.

Is there any easy way of inserting a new record with my custom XML or any other way of achieving it? 


--- The XML above is just an example, I'll be using one that there are tables relationship ---

  • Ricardo Jacobsen Profile Picture
    Ricardo Jacobsen 50 on at
    RE: Create a view via XML

    Thank you for the suggestion mate. This will may help more people in future.

  • Verified answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: Create a view via XML

    Hi,

    You can also create view from fetchXml builder and publish to your instance so that it will be available to your all users to use it from crm..

    jonasr.app/.../

  • Ricardo Jacobsen Profile Picture
    Ricardo Jacobsen 50 on at
    RE: Create a view via XML

    Sorry, this would be for users use it, so I need to create a view inside the CRM, so the user can select and view the data.

    As we cannot go too deep in the table relationship with the advanced filter, I thought of this solution.

    I'll create the XML with XRMtoolbox, but I need transform this in a view to the user.

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: Create a view via XML

    Hi,

    Use fetchXml builder tool in xrmtoolbox.

    https://fetchxmlbuilder.com/

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