{SCIRPTING TIP} Filter Lookup field based on Date Range in Dynamics CRM

Requirement: to filter a Lookup field options dependent on the date field in the current entity.


Description: The lookup field has fields for dates and field should be filtered based on them. For example,

Date on the current entity is 07/10/2015. Lookup field start date should only allow start date in lookup entity to be earlier or equal to 07/10/2015 and end date on the lookup field should be same or after the current entity date 07/10/2015. Only those dates should be allowed to selection.


This was achieved by adding Pre-filter to the lookup field as below:

function preFilterLookup()


      Xrm.Page.getControl(“lookupfieldname”).addPreSearch(function ()


            var dateObject = Xrm.Page.getAttribute(“datefieldname”).getValue();

            var editedDate = yyyymmdd(dateObject);


            if (dateObject != null)


                  // Filter the fetchxml by date range

                  fetchXml = “<filter type=’and’><condition attribute=’startdatefieldname’ operator=’on-or-before’ value='” + editedDate +

                        “‘ /><condition attribute=’enddatefieldname’ operator=’on-or-after’ value='” + editedDate +

                        “‘ /></filter>”;

                  // Apply the filter to the field





Hope it helps and Happy CRMing!

{CODE TIP}Aggregate Fetchxml queries code for Dynamics CRM

I had written a post long back showcasing the aggregate queries on Dynamics CRM on the below link:


This is a very performance effective and seldom used piece from most CRM girls and guys out there.

I had got lot of feedback and comments but somehow people were not able to use it in actual code.

So, I had committed to doing a follow-up article with actual reusable code asset. It took a while for

me to come back to this one, but I never break my promises.


So here it goes(The aliased value is Money in my example, it can be decimal and integer as well): 

    public static decimal GetSum(string primaryEntityId, IOrganizationService service)


            string fetchXml = @”<fetch mapping=’logical’ aggregate=’true’ version=’1.0′>” +

                                        “<entity name=’childentityname’>” +

                                         “<attribute name = ‘attributetoadd’ alias=’sum_attributetoadd’ aggregate=’sum’ />” +

                                            “<filter>” +

                                             “<condition attribute = ‘primaryEntityIdfieldname’ operator=’eq’ value='” +


                                                + “‘ />” +


            FetchExpression fetch = new FetchExpression(fetchXml);

            EntityCollection result = service.RetrieveMultiple(fetch);

            decimal sum = 0;

            if (result.Entities.Count == 1)


                sum = ((Money)((AliasedValue)(result.Entities[0].Attributes[“sum_attributetosum”])).Value).Value;


            return sum;



Hope it helps you and Happy CRMing!