• Home
  • About Us
  • Contact Us
  • Privacy Policy
  • Special Offers
Business Intelligence Info
  • Business Intelligence
    • BI News and Info
    • Big Data
    • Mobile and Cloud
    • Self-Service BI
  • CRM
    • CRM News and Info
    • InfusionSoft
    • Microsoft Dynamics CRM
    • NetSuite
    • OnContact
    • Salesforce
    • Workbooks
  • Data Mining
    • Pentaho
    • Sisense
    • Tableau
    • TIBCO Spotfire
  • Data Warehousing
    • DWH News and Info
    • IBM DB2
    • Microsoft SQL Server
    • Oracle
    • Teradata
  • Predictive Analytics
    • FICO
    • KNIME
    • Mathematica
    • Matlab
    • Minitab
    • RapidMiner
    • Revolution
    • SAP
    • SAS/SPSS
  • Humor

How to Identify D365 Processes that Reference a Subject using XrmToolBox

July 1, 2019   Microsoft Dynamics CRM
xrmtoolbox 300x224 How to Identify D365 Processes that Reference a Subject using XrmToolBox

At times, you will find it useful to know which Dynamics 365 Processes (Workflows, Actions, Business Rules) currently reference a specified Subject(s) in the Subject Tree. This is especially true if you intend to rename the Subject(s) and want to keep the Process references accurate and up to date. There is a way to do this using the FetchXML Builder Plugin in the XrmToolBox utility. In today’s blog, we’ll walk you through how to do it.

Assumptions

To illustrate how it’s done, we’ll walk through an example that is based on three important assumptions:

1. You have the XrmToolBox tool with the FetchXML Builder Plugin already installed on your computer and have created a connection within XrmToolBox to your Microsoft Dynamics 365 Org. For information/documentation on downloading and installing XrmToolBox, connecting it to your Microsoft Dynamics 365 deployment, and adding XrmToolBox plugins, go to Download XrmToolBox.

2. The Subject Tree (navigate to Settings > Business Management > Subjects) is defined as shown below:

010919 2240 HowtoIdenti1 How to Identify D365 Processes that Reference a Subject using XrmToolBox

3. The example Subjects are referenced in these Processes (Entity = Case) that have been defined and created in a D365 Org with conditions as follows:

  • Test Action Referencing Test Subject Tree (references the Parent Subject and both of its Children Subjects)

010919 2240 HowtoIdenti2 How to Identify D365 Processes that Reference a Subject using XrmToolBox

  • Test Workflow Referencing Test Subject Children

010919 2240 HowtoIdenti3 How to Identify D365 Processes that Reference a Subject using XrmToolBox

  • Test Workflow Referencing Test Subject Parent

010919 2240 HowtoIdenti4 How to Identify D365 Processes that Reference a Subject using XrmToolBox

  • Test Workflow Referencing Test Subject Parent and Test Subject Child #1

010919 2240 HowtoIdenti5 How to Identify D365 Processes that Reference a Subject using XrmToolBox

  • Test Business Rule Referencing Test Subject Child #2

010919 2240 HowtoIdenti6 How to Identify D365 Processes that Reference a Subject using XrmToolBox

Now you want to identify all Processes that reference the highlighted Subjects from the Subject Tree.

Steps

Assuming a Subject Tree and Processes as shown above for this example, follow the steps below to determine which Processes reference “Test Subject Parent” and which reference each of its two Child Subjects:

1. First, in your D365 Org, open the Advanced Find tool.

010919 2240 HowtoIdenti7 How to Identify D365 Processes that Reference a Subject using XrmToolBox

2. Create an Advanced Find query (look for Cases entity) where the Subject field is equal to Test Subject Parent and click the Download Fetch XML icon to generate a FetchXML file of type ‘XML Document’ in your Downloads folder.

010919 2240 HowtoIdenti8 How to Identify D365 Processes that Reference a Subject using XrmToolBox

3. Find and open the downloaded FetchXML file with Notepad or another preferred Text Editor tool. In this file, take note of the Test Subject Parent‘s globally unique identifier (GUID) that is embedded in the FetchXML. Be ready to copy the GUID from this file for a later step.

010919 2240 HowtoIdenti9 How to Identify D365 Processes that Reference a Subject using XrmToolBox

4. Repeat Steps 2 and 3 for Test Subject Child #1 and Test Subject Child #2.

Test Subject Child #1

010919 2240 HowtoIdenti10 How to Identify D365 Processes that Reference a Subject using XrmToolBox

010919 2240 HowtoIdenti11 How to Identify D365 Processes that Reference a Subject using XrmToolBox

Test Subject Child #2

010919 2240 HowtoIdenti12 How to Identify D365 Processes that Reference a Subject using XrmToolBox

010919 2240 HowtoIdenti13 How to Identify D365 Processes that Reference a Subject using XrmToolBox

5. Now open the XrmToolBox utility and Connect to your D365 Org.

010919 2240 HowtoIdenti14 How to Identify D365 Processes that Reference a Subject using XrmToolBox

010919 2240 HowtoIdenti15 How to Identify D365 Processes that Reference a Subject using XrmToolBox

6. Open the FetchXML Builder Plugin by clicking on Plugins, then on the FetchXML Builder icon, and then on the Continue button.

010919 2240 HowtoIdenti16 How to Identify D365 Processes that Reference a Subject using XrmToolBox

010919 2240 HowtoIdenti17 How to Identify D365 Processes that Reference a Subject using XrmToolBox

010919 2240 HowtoIdenti18 How to Identify D365 Processes that Reference a Subject using XrmToolBox

7. Once FetchXML Builder is open, in the top left Query Builder pane, right click on the fetch top:50 query statement. In the bottom left Quick Actions pane, you can change the value for Top to indicate the maximum number of rows you want returned from the fetch, but 50 will work for our purposes, as the number of Processes we are trying to find is far less than 50.

010919 2240 HowtoIdenti19 How to Identify D365 Processes that Reference a Subject using XrmToolBox  

010919 2240 HowtoIdenti20 How to Identify D365 Processes that Reference a Subject using XrmToolBox

8. Next, in the Query Builder, click on entity. In Quick Actions, select workflow in the Entity name dropdown.

010919 2240 HowtoIdenti21 How to Identify D365 Processes that Reference a Subject using XrmToolBox

010919 2240 HowtoIdenti22 How to Identify D365 Processes that Reference a Subject using XrmToolBox

9. In Query Builder click on entity workflow. In Quick Actions click on attribute.

010919 2240 HowtoIdenti23 How to Identify D365 Processes that Reference a Subject using XrmToolBox
010919 2240 HowtoIdenti24 How to Identify D365 Processes that Reference a Subject using XrmToolBox

10. Now go back to Query Builder and click attribute. In Quick Actions select name in the Attribute name dropdown.

010919 2240 HowtoIdenti25 How to Identify D365 Processes that Reference a Subject using XrmToolBox

010919 2240 HowtoIdenti26 How to Identify D365 Processes that Reference a Subject using XrmToolBox

11. Click again on entity workflow in Query Builder. In Quick Actions click on filter.

010919 2240 HowtoIdenti27 How to Identify D365 Processes that Reference a Subject using XrmToolBox

010919 2240 HowtoIdenti28 How to Identify D365 Processes that Reference a Subject using XrmToolBox

12. With filter still selected in Query Builder, click on condition in Quick Actions.

010919 2240 HowtoIdenti29 How to Identify D365 Processes that Reference a Subject using XrmToolBox    

010919 2240 HowtoIdenti30 How to Identify D365 Processes that Reference a Subject using XrmToolBox

13. With condition still selected in Query Builder, return to the Quick Actions pane and select xaml in the Attribute dropdown and Like in the Operator dropdown. Now copy the GUID in the FetchXML file for Test Subject Parent (noted in Step 3). Place it into the Value field between two “%” characters.

010919 2240 HowtoIdenti31 How to Identify D365 Processes that Reference a Subject using XrmToolBox    

010919 2240 HowtoIdenti32 How to Identify D365 Processes that Reference a Subject using XrmToolBox

14. Select filter once again in the Query Builder query structure and again click on condition in Quick Actions (this is done just as shown in Step 12).

15. With a second condition now placed into and still selected in the Query Builder structure, go to the Quick Actions pane and select type in the Attribute dropdown, Equal in the Operator dropdown, and Definition (1) in the Value dropdown.

010919 2240 HowtoIdenti33 How to Identify D365 Processes that Reference a Subject using XrmToolBox    

010919 2240 HowtoIdenti34 How to Identify D365 Processes that Reference a Subject using XrmToolBox

16. The query is now ready to run! You can use the Save button to save this query for future use – the Open button will allow you to browse to it and open it again when you reenter FetchXML Builder at a later time. At this time click the Execute button or F5 key to run the query and see results in the Result View pane to the right of Query Builder. Per our Process definition (assumption #3 above), the three Processes listed (one Action, two Workflows) all referenced the Test Subject Parent Subject.

010919 2240 HowtoIdenti35 How to Identify D365 Processes that Reference a Subject using XrmToolBox

17. To also identify Processes with references to other Subjects (e.g., Test Subject Child #1 or Test Subject Child #2) you can build queries for each Subject by clicking New to start a new query, repeating Steps 7 – 16, and taking care to use the correct GUID (e.g., as noted in Step 4) for the Subject reference you want to find. However, at this point you can now just use this same query that has already been constructed, and, for each of the two Subjects, simply replace the Test Subject Parent GUID with the GUID for the Subject you want to find. Then Execute each of the new queries. Here are the results when querying the other two Subjects:

Test Subject Child #1 (referenced in one Action and two Workflows)

010919 2240 HowtoIdenti36 How to Identify D365 Processes that Reference a Subject using XrmToolBox

Test Subject Child #2 (referenced in one Business Rule, one Action, and one Workflow)

010919 2240 HowtoIdenti37 How to Identify D365 Processes that Reference a Subject using XrmToolBox

Note that you can easily repeat these steps for any Subject for which you want to find the Processes that contain a reference to it.

That’s it for today, readers. For more information on Dynamics 365 and other useful tips, feel free to contact us! Also, make sure you check out our blog weekly for the latest news and educational materials. Happy D365’ing!

Let’s block ads! (Why?)

PowerObjects- Bringing Focus to Dynamics CRM

D365, identify, processes, Reference, Subject, using, XrmToolBox
  • Recent Posts

    • Experimenting to Win with Data
    • twice-impeached POTUS* boasts: “I may even decide to beat [Democrats] for a third time”
    • Understanding Key Facets of Your Master Data; Facet #2: Relationships
    • Quality Match raises $6 million to build better AI datasets
    • Teradata Joins Open Manufacturing Platform
  • Categories

  • Archives

    • March 2021
    • February 2021
    • January 2021
    • December 2020
    • November 2020
    • October 2020
    • September 2020
    • August 2020
    • July 2020
    • June 2020
    • May 2020
    • April 2020
    • March 2020
    • February 2020
    • January 2020
    • December 2019
    • November 2019
    • October 2019
    • September 2019
    • August 2019
    • July 2019
    • June 2019
    • May 2019
    • April 2019
    • March 2019
    • February 2019
    • January 2019
    • December 2018
    • November 2018
    • October 2018
    • September 2018
    • August 2018
    • July 2018
    • June 2018
    • May 2018
    • April 2018
    • March 2018
    • February 2018
    • January 2018
    • December 2017
    • November 2017
    • October 2017
    • September 2017
    • August 2017
    • July 2017
    • June 2017
    • May 2017
    • April 2017
    • March 2017
    • February 2017
    • January 2017
    • December 2016
    • November 2016
    • October 2016
    • September 2016
    • August 2016
    • July 2016
    • June 2016
    • May 2016
    • April 2016
    • March 2016
    • February 2016
    • January 2016
    • December 2015
    • November 2015
    • October 2015
    • September 2015
    • August 2015
    • July 2015
    • June 2015
    • May 2015
    • April 2015
    • March 2015
    • February 2015
    • January 2015
    • December 2014
    • November 2014
© 2021 Business Intelligence Info
Power BI Training | G Com Solutions Limited