How to Retrieve record(s) from Dynamics CRM using FetchXml and Web Api

Following JavaScript shows how to retrieve record(s) from Dynamics CRM using FetchXml and Web Api.

function RetrieveUsingFetch() {

var date = new Date();

var today = date.DateFormat("yyyy-MM-dd"); \\ Click here to see function details.

var marketCondition = "";

var fetchXml = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='true'>" +

"<entity name='contractdetail'>" +

"<attribute name='contractid' />" +

"<attribute name='title' />" +

"<attribute name='contractdetailid' />" +

"<filter type='and'>" +

"<condition attribute='statuscode' operator='in'>" +

"<value>2</value>" +

"<value>1</value>" +

"</condition>" +

"<condition attribute='activeon' operator='on-or-before' value='" + today + "' />" +

"<condition attribute='expireson' operator='on-or-after' value='" + today + "' />" +

"<condition attribute='customerid' operator='eq' value='" + Xrm.Page.getAttribute("dbc_customerid").getValue()[0].id + "' />" +

"</filter>" +

"<link-entity name='contract' from='contractid' to='contractid' alias='aa'>" +

" <attribute name='title' />" +

"<filter type='and'>" +

"<condition attribute='statuscode' operator='eq' value='3' />" +

"</filter>" +

"</link-entity>" +

"</entity>" +

"</fetch>";

var uri = "/contractdetails?fetchXml=" + encodeURIComponent(fetchXml);

var clientUrl = Xrm.Page.context.getClientUrl();

var webApiPath = "/api/data/v8.1";

uri = clientUrl + webApiPath + uri;

var request = new XMLHttpRequest();

request.open("GET", encodeURI(uri), false);

request.setRequestHeader("Accept", "application/json");

request.setRequestHeader("Content-Type", "application/json; charset=utf-8");

request.setRequestHeader("OData-MaxVersion", "4.0");

request.setRequestHeader("OData-Version", "4.0");

request.setRequestHeader("Prefer", "odata.include-annotations=\"OData.Community.Display.V1.FormattedValue\"");

request.setRequestHeader("Prefer", "odata.maxpagesize=10");

request.onreadystatechange = function () {

if (request.readyState === 4 /* complete */) {

if (request.status === 200) {

request.onreadystatechange = null; 

var data = JSON.parse(request.response);

if (data.value.length === 1 || data.value.length > 1) {

alert(data.value[0].contractdetailid);

}

} else {

var error = JSON.parse(request.response).error;

alert(error.message);

}

}

};

request.send();

}

Note: Make sure that you have right version of WebApi in your code.

Happy Coding

P. S. Hayer
(ਪ੍ਰੇਮਜੀਤ ਸਿੰਘ ਹੇਰ)

Please check my other (non-CRM) blog here: Programming Blogs

How to retrieve SLA Pause States (On Hold Case Status) in C# code

Following code shows how to retrieve SLA Pause States from Dynamics CRM using C#. I needed code a functionality to calculate case elapsed minutes and I thought it is worth finding a way to load paused statuses from system rather than hard-coding them.

        private static string[] GetSlaPauseStates(IOrganizationService service)

        {

            QueryExpression qe = new QueryExpression("organization")

            {

ColumnSet = new ColumnSet(new string[] { "organizationid", "slapausestates" })

            };

            EntityCollection orgs = service.RetrieveMultiple(qe);

            if (orgs != null && orgs.Entities.Count > 0)

            {

                var org = orgs[0];

                var slaPauseStates = orgs[0]["slapausestates"];

                string[] states = slaPauseStates.ToString().Split(';');

                return states;

            }

            return null;

        }

In Plugin or Custom Workflow we can retrieve the OrganizationId from contact and then we can directly retrieve the Organization by Id. Following is the code to retrieve organizationId.

    IWorkflowContext context = executionContext.GetExtension<IWorkflowContext>();

    IOrganizationServiceFactory serviceFactory =      executionContext.GetExtension<IOrganizationServiceFactory>();

    IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);

    var organizationId = context.OrganizationId;

    // Get Organization Business Closure Calendar Id

    var organization = service.Retrieve("organization", context.OrganizationId, new ColumnSet("slapausestates"));

    var slaPauseStates = organization["slapausestates"];

    string[] states = slaPauseStates.ToString().Split(';');

Happy Coding

P. S. Hayer
(ਪ੍ਰੇਮਜੀਤ ਸਿੰਘ ਹੇਰ)

Premjit Singh
Attendite Ltd.
Twitter

How to reset Auto-numbering in Dynamics CRM Online

In past I have shown how to reset auto-numbering un-supported way. Today I am going to discuss how we can reset auto-numbering by Microsoft supported way.

Number greyed-out so it can't be changed through UI. But we can write a small console application to update it using SDK.

Following code can be used to update the number. In this example I am updating CurrentKbNumber but we can also update CurrentCaseNumber, CurrentContractNumber, CurrentQuoteNumber, CurrentOrderNumber and CurrentInvoiceNumber. However we don't need to worry about prefix and they can be updated through UI.

    // QueryExpression to Retrieve Organization

    QueryExpression qe = new QueryExpression("organization")

    {

        ColumnSet = new ColumnSet(new string[] {"organizationid", "name", "currentkbnumber"})

    };

    EntityCollection orgs = service.RetrieveMultiple(qe);

    if (orgs != null && orgs.Entities.Count > 0)

    {

        var org = orgs[0];

        var organizationId = (Guid)org["organizationid"];

        // Creating a new Object to update. Set the CurrentKbNumber to your desired number

        Organization organizationToUpdate = new Organization { CurrentKbNumber = 100000, Id = organizationId};

        service.Update(organizationToUpdate);

    }    

Once updated, please go to Settings > Administration > Auto-numbering to verify.

Happy Coding

P. S. Hayer

Premjit Singh
Attendite Ltd.
Twitter