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Wednesday, February 23, 2022

Retrieve, Create, Update, Delete data Client side using XRM Web API and FetchXML in Dynamics 365

 The XRM WebAPI is a great way to achieve CRUD operation from client side scripts. Below are the code snippets to explain how we use it.

Retrieve Single Record

Xrm.WebApi.retrieveRecord("account", "a8a19cdd-88df-e311-b8e5-6c3be5a8b200", "?$select=name,revenue").then(
    function success(result) {
        console.log("Retrieved values: Name: " + result.name + ", Revenue: " + result.revenue);
        // perform operations on record retrieval
    },
    function (error) {
        console.log(error.message);
        // handle error conditions
    }
);

Retrieve Multiple Record

Xrm.WebApi.retrieveMultipleRecords("account", "?$select=name,_primarycontactid_value&$filter=primarycontactid/contactid eq a0dbf27c-8efb-e511-80d2-00155db07c77").then( function success(result) { for (var i = 0; i < result.entities.length; i++) { console.log(result.entities[i]); } // perform additional operations on retrieved records }, function (error) { console.log(error.message); // handle error conditions } );

Create Record

// define the data to create new account
var data =
    {
        "name": "Sample Account",
        "creditonhold": false,
        "address1_latitude": 47.639583,
        "description": "This is the description of the sample account",
        "revenue": 5000000,
        "accountcategorycode": 1
    }

// create account record
Xrm.WebApi.createRecord("account", data).then(
    function success(result) {
        console.log("Account created with ID: " + result.id);
        // perform operations on record creation
    },
    function (error) {
        console.log(error.message);
        // handle error conditions
    }
);

Update Record

// define the data to update a record
var data =
    {
        "name": "Updated Sample Account ",
        "creditonhold": true,
        "address1_latitude": 47.639583,
        "description": "This is the updated description of the sample account",
        "revenue": 6000000,
        "accountcategorycode": 2
    }
// update the record
Xrm.WebApi.updateRecord("account", "5531d753-95af-e711-a94e-000d3a11e605", data).then(
    function success(result) {
        console.log("Account updated");
        // perform operations on record update
    },
    function (error) {
        console.log(error.message);
        // handle error conditions
    }
);

Delete Record

Xrm.WebApi.deleteRecord("account", "5531d753-95af-e711-a94e-000d3a11e605").then(
    function success(result) {
        console.log("Account deleted");
        // perform operations on record deletion
    },
    function (error) {
        console.log(error.message);
        // handle error conditions
    }
);

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