{"id":13555,"date":"2018-11-29T17:44:58","date_gmt":"2018-11-29T12:14:58","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=13555"},"modified":"2018-11-29T17:44:58","modified_gmt":"2018-11-29T12:14:58","slug":"under-and-not-under-clauses-in-dynamics-365-crm","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2018\/11\/under-and-not-under-clauses-in-dynamics-365-crm\/","title":{"rendered":"Under and Not Under Clauses in Dynamics 365 CRM"},"content":{"rendered":"<h2 style=\"text-align: justify;\"><strong>Introduction:<\/strong><\/h2>\n<p style=\"text-align: justify;\">Dynamics CRM always surprises with something new. More we dig into it more we get new things in Dynamics CRM. Today we will discuss on one of such topic.<\/p>\n<p style=\"text-align: justify;\">Have you seen the under and not under condition in Advance find. Well\u2026 When I saw, it surprised me too. So, what does these clauses do?<\/p>\n<p style=\"text-align: justify;\">If you have hierarchy settings defined for an entity then for that entity you can see the above clauses defined in Advance find.<\/p>\n<p style=\"text-align: justify;\">E.g. for Account entity to define Hierarchy settings<\/p>\n<p>Navigate to Setting-&gt;Customizations-&gt;Components-&gt;Entities-&gt;Account-&gt;Heirarchy Settings.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-13556\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2018\/11\/1Under-and-Not-Under-Clauses-in-Dynamics-365-CRM.png\" alt=\"Under and Not Under Clauses in Dynamics 365 CRM\" width=\"821\" height=\"326\" style=\"border:1px solid #0a0a0a; padding:1px; margin:1px;\"\/><\/p>\n<p>Click on New. Form will be displayed to select the hierarchy relationship.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-13599 \" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2018\/11\/Under-and-Not-Under-Clauses.png\" alt=\"Under and Not Under Clauses\" width=\"823\" height=\"291\" style=\"border:1px solid #0a0a0a; padding:1px; margin:1px;\"\/><\/p>\n<p style=\"text-align: justify;\">Data in the fields that needs to be filled is as below.<\/p>\n<ul style=\"text-align: justify;\">\n<li>Name \u2013 Enter name for the hierarchy.<\/li>\n<li>Default Quick view form \u2013 Choose the form from the list<\/li>\n<li>Hierarchical Relationship \u2013 Choose the hierarchical relationship from the list. In the above we have selected Company Name<\/li>\n<\/ul>\n<p style=\"text-align: justify;\">Below is the hyperlink \u201cMark a relationship as enabled for hierarchies\u201d which shows the list of relationships which shows the list of relationships that can be enabled for hierarchy.<\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"aligncenter wp-image-13558 \" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2018\/11\/3Under-and-Not-Under-Clauses-in-Dynamics-365-CRM.png\" alt=\"Under and Not Under Clauses in Dynamics 365 CRM\" width=\"820\" height=\"111\" \/><\/p>\n<p>Select any relationship and click on Mark hierarchical. That relationship is marked as true and is set.<\/p>\n<p>Now when you go to Advance Find you will see the Under and Not Under clause<\/p>\n<p><img decoding=\"async\" class=\"aligncenter  wp-image-13559\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2018\/11\/4Under-and-Not-Under-Clauses-in-Dynamics-365-CRM.png\" alt=\"Under and Not Under Clauses in Dynamics 365 CRM\" width=\"822\" height=\"330\" \/><\/p>\n<p>Now, On Contact Jim Glynn the Account Name is set as Scott Konersmann (sample)<\/p>\n<p style=\"padding-left: 120px;\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-13560\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2018\/11\/5Under-and-Not-Under-Clauses-in-Dynamics-365-CRM.png\" alt=\"Under and Not Under Clauses in Dynamics 365 CRM\" width=\"459\" height=\"398\" \/><\/p>\n<p>So in Advance find when we execute the below query we see the contact Jim in the result<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-13561 \" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2018\/11\/6Under-and-Not-Under-Clauses-in-Dynamics-365-CRM.png\" alt=\"Under and Not Under Clauses in Dynamics 365 CRM\" width=\"817\" height=\"341\" \/><\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-13562 \" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2018\/11\/7Under-and-Not-Under-Clauses-in-Dynamics-365-CRM.png\" alt=\"Under and Not Under Clauses in Dynamics 365 CRM\" width=\"815\" height=\"361\" \/><\/p>\n<p>Similarly, if we run the query for Not Under then all the contacts excluding Jim in seen in the result.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-13563 \" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2018\/11\/8Under-and-Not-Under-Clauses-in-Dynamics-365-CRM.png\" alt=\"Under and Not Under Clauses in Dynamics 365 CRM\" width=\"821\" height=\"355\" \/><\/p>\n<p style=\"padding-left: 90px;\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-13564\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2018\/11\/9Under-and-Not-Under-Clauses-in-Dynamics-365-CRM.png\" alt=\"Under and Not Under Clauses in Dynamics 365 CRM\" width=\"524\" height=\"663\" \/><\/p>\n<p style=\"text-align: justify;\">So the above clauses helps us to quickly view the Contacts which are under\/not under the particular contact.<\/p>\n<p style=\"text-align: justify;\">Also if the Hierarchy is defined for a particular record we can see a hierarchy symbol on the record.<\/p>\n<p style=\"text-align: justify;\">Eg. On contact Scott Konersmann (sample) you can see the symbol as below.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-13565 \" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2018\/11\/10Under-and-Not-Under-Clauses-in-Dynamics-365-CRM.png\" alt=\"Under and Not Under Clauses in Dynamics 365 CRM\" width=\"820\" height=\"192\" \/><\/p>\n<p>On click of the above symbol the hierarchy card opens as shown below<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-13566 \" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2018\/11\/11Under-and-Not-Under-Clauses-in-Dynamics-365-CRM.png\" alt=\"Under and Not Under Clauses in Dynamics 365 CRM\" width=\"820\" height=\"593\" \/><\/p>\n<h2><strong>Conclusion:<\/strong><\/h2>\n<p>Using Under and Not Under Clauses in Dynamics 365 CRM user can quickly view the records which are under\/not under the particular record.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/product\/productivity-pack\/click-2-clone-microsoft-dynamics-crm-records\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-13568\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2018\/11\/Click2Clone-Promo.jpg\" alt=\"Click2Clone-Promo\" width=\"824\" height=\"102\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: Dynamics CRM always surprises with something new. More we dig into it more we get new things in Dynamics CRM. Today we will discuss on one of such topic. Have you seen the under and not under condition in Advance find. Well\u2026 When I saw, it surprised me too. So, what does these clauses\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2018\/11\/under-and-not-under-clauses-in-dynamics-365-crm\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":13567,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[13,15,18,51],"tags":[468,1563],"class_list":["post-13555","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-customizations","category-development","category-dynamics-365-v9-2","category-security","tag-customizations-dynamics-365","tag-security-dynamics-365"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/13555","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=13555"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/13555\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media\/13567"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=13555"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=13555"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=13555"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}