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FetchXML Made Simple: Power Pages Tips for Dynamic Data Retrieval

Dynamics 365 Power Apps Portals (formerly Dynamics 365 Portals) allow organizations to securely expose CRM data to external users. However, fetching and displaying CRM records in a portal page requires more than just entity lists – it often needs custom data queries. That’s where FetchXML comes in. FetchXML is Dynamics 365’s native XML-based query language used to retrieve data and it’s fully supported in Liquid templates within portals. Step 1: Pre-Outline Brief Target Audience: How this blog helps: Step 2: Blog Outline Opening:Identify the need for FetchXML in Power Pages and its importance for developers and portal managers. Core Content: Step 3: Blog Post Introduction For businesses leveraging Microsoft Power Pages, the ability to pull dynamic data from Dataverse is critical. While out-of-the-box entity lists work for simple scenarios, complex needs — such as personalized dashboards and filtered data — require custom FetchXML queries embedded in Liquid templates. In this post, we’ll walk you through how FetchXML works in Power Pages, share examples, and provide best practices so you can deliver efficient, personalized portals. Why This Matters For growing businesses, service portals need more than just static lists. As the volume of data increases, the ability to dynamically query and display relevant information becomes essential to maintain performance, improve user experience, and reduce maintenance efforts. With FetchXML in Liquid, developers can: Prerequisites Before getting started, ensure: Understanding FetchXML FetchXML is an XML-based query language for Dataverse. It allows you to: Example: Retrieve all active contacts: Using FetchXML in Power Pages (Liquid Templates) Here’s a basic implementation: This will execute the query and display results dynamically in your portal. Making FetchXML Dynamic You can make FetchXML personalized by using Liquid variables. Example: Display cases only for the logged-in user: Real-World Example: Recent Cases Dashboard] Best Practices To conclude,FetchXML in Power Pages is a powerful tool for creating customized, dynamic, and efficient portals. Start small — add a dynamic list or dashboard to your portal today. If you need expert guidance, CloudFronts can help you implement FetchXML-driven solutions tailored to your business needs. 💡 Want to learn more? Reach out to CloudFronts Technologies at transform@cloudfronts.com to explore FetchXML use cases for your portals and improve your customer experience.

Generating Image dynamically in SSRS Report from CRM

Introduction: It is possible to Fetch images from CRM’s entity records using Fetch XML.  This can be done using Notes attachment in CRM and the steps to display the Image in your report are pretty simple as well. Steps: Attach your image to a note under your respective entity in CRM In your Visual Studio copy paste the following code in your Query Designer <fetch mapping=”logical” output-format=”xml-platform” version=”1.0″> <entity name=”annotation”> <attribute name=”subject”/> <attribute name=”notetext”/> <attribute name=”filename”/> <attribute name=”filesize”/> <attribute name=”documentbody”/> <attribute name=”annotationid”/> <attribute name=”mimetype”/> <attribute name=”objectid”/> <filter type=”and”> <condition attribute=”mimetype” value=”%image%” operator=”like”/> </filter> <order descending=”false” attribute=”subject”/> </entity> </fetch> Add an Image Control in your Report. If you want to generate multiple images then you can add the Image Control under a Table Go to Image properties and select the image source as Database. Under field select documentbody and select your MIME type to whichever image format you want it to be  Click on preview and your image should be rendered in your report Conclusion: Thus you can store images in your CRM and generate dynamic SSRS reports with these images easily.

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