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Wednesday, 17 April 2013

JQuery code to Create , Retrieve , Update , Delete entity record in CRM 2011

In this article , I am going to explain how to create , retrieve , update , delete entity record in CRM 2011

First need to add these three javascript files as webresource in CRM
jquery1.4.1.min.js
json2.js
SDK.JQuery.js

these files are in SDK under Script folder (sdk\samplecode\js\restendpoint\jqueryrestdataoperations\jqueryrestdataoperations\scripts)


var primaryContact = null;

Code to create Account Entity record
function createAccount() {
    getFirstContactToBePrimaryContact();
    var account = {};
    account.Name = "Test Account Name";
    account.Description = "This account was created by the JQueryRESTDataOperations sample.";
    if (primaryContact != null) {
        //Set a lookup value
        account.PrimaryContactId = { Id: primaryContact.ContactId, LogicalName: "contact", Name: primaryContact.FullName };
    }
    //Set a picklist value
    account.PreferredContactMethodCode = { Value: 2 };
    //Set a money value
    account.Revenue = { Value: "2000000.00" };
    //Set a Boolean value
    account.DoNotPhone = true;
    //Create the Account
    SDK.JQuery.createRecord(
     account,
     "Account",
     function (account) {
         alert("The account named \"" + account.Name + "\" was created with the AccountId : \"" + account.AccountId + "\".");
         retrieveAccount(account.AccountId)
     },
     errorHandler
   );

}


Code to retrieve Account Entity record
function retrieveAccount(AccountId) {
    SDK.JQuery.retrieveRecord(
     AccountId,
     "Account",
     null, null,
     function (account) {
         alert("Retrieved the account named \"" + account.Name + "\". This account was created on : \"" + account.CreatedOn + "\".");
         updateAccount(AccountId);
     },
     errorHandler
   );
}

Code to update Account Entity record
function updateAccount(AccountId) {
    var account = {};
    account.Name = "Updated Account Name";
    account.Address1_AddressTypeCode = { Value: 3 };
    account.Address1_City = "Sammamish";
    account.Address1_Line1 = "123 Maple St.";
    account.Address1_PostalCode = "98074";
    account.Address1_StateOrProvince = "WA";
    account.EMailAddress1 = "someone@microsoft.com";
    SDK.JQuery.updateRecord(
     AccountId,
     account,
     "Account",
     function () {
         alert("The account record changes were saved");
         deleteAccount(AccountId);
     },
     errorHandler
   );
}

Code to delete Account Entity record
function deleteAccount(AccountId) {
    if (confirm("Do you want to delete this account record?")) {
        SDK.JQuery.deleteRecord(
       AccountId,
       "Account",
       function () {
           alert("The account was deleted.");
           enableResetButton();
       },
       errorHandler
     );
    }
}

Code to retrieve muliple contact Entity records
function getFirstContactToBePrimaryContact() {
    SDK.JQuery.retrieveMultipleRecords(
     "Contact",
     "$select=ContactId,FullName&$top=1",
     function (results) {
         var firstResult = results[0];
         if (firstResult != null) {
             primaryContact = results[0];
         }
     },
     errorHandler,
     function () {
         //OnComplete handler
     }
   );
}

function errorHandler(error) {
    alert(error.message);
}


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