Xrm.WebAPI CRUD

Dynamics 365 v9.0: Xrm.WebApi – CRUD Operations

Introduction:

Microsoft Dynamics 365 July Update, formally known as V9.0 has come up with lots of new and exciting features. No doubt these features have been applauded by end users and developers.

One of the important enhancement that will be boon for developer is Xrm.WebApi. Earlier to v9.0, to perform CRUD operation in Dynamics CRM we need to create our own library or used other third party libraries or used XmlHttpRequest and ajax request. So Xrm.WebApi is a cool enhancement added in Dynamics 365 v9.0 which will help to make developers life simple.

In this blog, we will discuss about how we can perform CRUD operations and work with all data types using newly added WebApi in Xrm namespace.

Using Xrm.WebApi:

Below is the example where we can used Xrm.WebApi.

1. Create:

To create the record, first we need to create the object of entity and then set the required fields and its value and then call Xrm.WebApi.createRecord function to create record in CRM. The parameters of this function are shown below;

1. Entity logical name

2. Entity object

/// This function is used to create a contact record
function createContact() {
    var contactObj = null;
    try {
       
        // create the contact object
        contactObj = new Object();
        contactObj.firstname = "Mike";
        contactObj.lastname = "Morgan";
        contactObj.creditonhold = false;

        //set optionsetvalue
        contactObj.accountrolecode = 2;
        //set the lookup value
        contactObj["parentcustomerid_account@odata.bind"] = "/accounts(A8A19CDD-88DF-E311-B8E5-6C3BE5A8B200)"

        Xrm.WebApi.createRecord("contact", contactObj).then(function (result) {
            //get the guid of created record
            var recordId = result.id;

            //below code is used to open the created record
            var windowOptions = {
                openInNewWindow: true
            };
            //check if XRM.Utility is not null
            if (Xrm.Utility != null) {

                //open the entity record
                Xrm.Utility.openEntityForm("contact", recordId, null, windowOptions);
            }
        },
      function (error) {
          Xrm.Utility.alertDialog(error.message);
      });

    } catch (e) {
        Xrm.Utility.alertDialog(e.message);
    }
}

 2. Update:

To update the record, first we need to create the object of the entity and then set the fields and its value that we need to update and then call Xrm.WebApi.updateRecord function to create the record in CRM. The parameters of this function are as shown below;

1. Entity logical name

2. Entity guid

3. Entity object

//this function is used to update contact
function updateContact() {
    var ownerId = null;
    var contactObj = null;
    try {

        // create the contact object
        contactObj = new Object();

        //set the properties
        contactObj.creditonhold = true;
        //set optionsetvalue
        contactObj.accountrolecode = 3;
        //set the lookup value        
        ownerId = "1809D364-F311-4B0A-98D2-198B721B2061";
        contactObj["ownerid@odata.bind"] = "/systemusers(" + ownerId + ")"

        // pass entity logical name , entity guid, entity object
        Xrm.WebApi.updateRecord("contact", "49A0E5B9-88DF-E311-B8E5-6C3BE5A8B200", contactObj).then(function (result) {
            Xrm.Utility.alertDialog("Record updated successfully.");
        },
function (error) {
            Xrm.Utility.alertDialog(error.message);
        });

    } catch (e) {
        Xrm.Utility.alertDialog(e.message);
    }
}

3. Delete:

To delete record from CRM use Xrm.WebApi.deleteRecord.

 The parameters of this function are shown below;

1. Entity logical name

2. Entity guid

/// This function is used to retrieve the Delete record
function deleteRecord() {
    try {
        Xrm.WebApi.deleteRecord("contact", "8DA6E5B9-88DF-E311-B8E5-6C3BE5A8B200")
      .then(function (result) {
          Xrm.Utility.alertDialog("Record deleted successfully.");
      },
       function (error) {
        Xrm.Utility.alertDialog(e.message);

      });
    } catch (e) {
        Xrm.Utility.alertDialog(e.message);
    }
}

4. Retrieve Record:

In order to retrieve record we can use Xrm.WebApi.retrieveRecord. The parameters of this function are as shown below;

1. Entity logical name

2. Entity guid

3. In last parameter pass following [select cause, filter cause etc.]

Note: If you want to get the value of lookup field you have use _ as prefix and _value as suffix. For example for parentcustomerid use _parentcustomerid_value

/// This function is used to retrieve the contact record
function retrieveContact() {
    try {

        Xrm.WebApi.retrieveRecord("contact", "465B158C-541C-E511-80D3-3863BB347BA8", "$select=fullname,telephone1,preferredcontactmethodcode,createdon,_parentcustomerid_value,creditlimit")
            .then(function (data) {
                retrieveContactSuccess(data);
            },
             function (error) {
                Xrm.Utility.alertDialog(error.message);
            });
    } catch (e) {
        Xrm.Utility.alertDialog (e.message);
    }
}

///retrieve success
function retrieveContactSuccess(data) {
   
    try {
        //get the values 

        //string
        var fullname = data["fullname"];

        //optionset
        var typeCode = data["customertypecode"];

        //lookup
        var customerGuid = data["_parentcustomerid_value"];
        var customerName = data["_parentcustomerid_value@OData.Community.Display.V1.FormattedValue"];
        var customerEntityLogicalName = data["_parentcustomerid_value@Microsoft.Dynamics.CRM.lookuplogicalname"];      

        //money
        var creditLimit = data["creditlimit@OData.Community.Display.V1.FormattedValue"];

        //date
        var createdonFormattedValue = data["createdon@OData.Community.Display.V1.FormattedValue"]; // gives date in following format 2017-09-30T21:10:19Z
        
        var createdon = data["createdon"]; // gives date in following format 10/1/2017 2:40 AM

        //optionset
        var preferredConMethod = data["preferredcontactmethodcode@OData.Community.Display.V1.FormattedValue"];        

    } catch (e) {
        Xrm.Utility.alertDialog(e.message);
    }
}