Fetchxml to get contacts with active opportunities having the current user as owner CRM 2013

Question

Goal: Make a view that can show all Contacts owned by the current user, and any Contacts with an associated opportunity owned by the current user.

Problem: I don't have a great command of fetchxml or linkentities even after reviewing what I can Google about them. When I try to build the view using my fetch statement it's not bringing back anything so I assume I've constructed it incorrectly.

Here is the statement I've made so far:

<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='true'>
                    <entity name='contact'>
                      //big list of attributes
                      <order attribute='fullname' descending='false' />
                      <link-entity name='opportunity' from='customerid' to='contactid' alias='aa'>
                       <filter type='and'>
                         <condition attribute='ownerid' operator='eq-userid' />
                       </filter>
                      </link-entity>
                      <filter type='or'>
                        <condition attribute='ownerid' operator='eq-userid' />
                      </filter>
                    </entity>
                </fetch>

Any tips would appreciated, thanks!

Answer 1

You've checked CRM 2011 and CRM 2013. With CRM 2011, this is not possible. With CRM 2013, you can do this!

<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='true'>
<entity name='contact'>
    <attribute name='fullname' />
    <order attribute='fullname' descending='false' />
    <link-entity name='opportunity' from='customerid' to='contactid' alias='aa' link-type='outer'>
        <attribute name='name' />
    </link-entity>
    <filter type='or'>
        <condition attribute='ownerid' operator='eq-userid' />
        <condition entityname='aa' attribute='ownerid' operator='eq-userid' />
    </filter>
</entity>
</fetch>

You'll note, the alias referenced in the filter and you have to use an outer join.

I've added a blog post to provide a little bit of a walk through for anyone who is interested: http://paul-way.com/crm-2013-fetchxml-improvements/