CRM 2016 – Web Resource com Microsoft Dynamics CRM Web API

Dynamics CRM 9 minutos

Pessoal,

Conforme prometido, a continuidade do post anterior sobre Web API que foi lançada para o CRM 2016. Se você ainda não leu meu post anterior, recomendo que o veja primeiro:

CRM 2016 – Microsoft Dynamics CRM Web API

Bom, no post anterior deixei uma explicação sobre o que são os Web API, bem como um pouco de fatos e minhas impressões do que teremos daqui por diante. Agora irei, criar alguns exemplos de como utilizar o Web API em um Web Resource!

Primeira vamos ao objeto XMLHttpRequest! Além de usarmos como “method” de seu header o “GET” ou “POST”. Temos outros tipos de methods, como “PUT” (Update do valor de uma única Propriedade), “PATCH” (Upsert e Update), “DELETE” (Delete e Delete do valor de uma única Propriedade). Outro ponto seria o valor do “status” de retorno da chamada, usamos o “200”, mas muitos methods retornam no “204” (204 ocorre quando não temos um retorno, a operação ocorreu com sucesso, mas sem retorno). Por isso, fiquem atentos!

Como este post estamos falando de utilizar a Web API dentro de um Web Resource, temos como facilidade de que não é preciso nos conectar ao CRM, pois a autenticação e autorização é transparente para o desenvolvimento.

Fiz algo bem simples, mas que nos possibilita um exemplo das principais funcionalidades. Criei um botão para cada uma:

web_api_3

Primeiramente é preciso adicionar uma referencia da página “ClientGlobalContext.js.aspx”

Agora, vamos aos códigos!

Create

function CreateAccount() {
    var contactid = "5BAF9899-F0E8-E511-80D4-C4346BDC11C1";

    var clientURL = Xrm.Page.context.getClientUrl();
    var req = new XMLHttpRequest();
    req.open("POST", encodeURI(clientURL + "/api/data/v8.0/accounts"), true);
    req.setRequestHeader("Accept", "application/json");
    req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
    req.setRequestHeader("OData-MaxVersion", "4.0");
    req.setRequestHeader("OData-Version", "4.0");
    req.onreadystatechange = function () {
        if (this.readyState == 4 /* complete */) {
            req.onreadystatechange = null;
            if (this.status == 204) {
                var accountUri = this.getResponseHeader("OData-EntityId");
                console.log("Created account with URI: " + accountUri);

                document.getElementById("text").innerHTML = "Account created! URI " + accountUri;
            }
            else {
                var error = JSON.parse(this.response).error;
                console.log(error.message);
            }
        }
    };
    req.send(JSON.stringify({ name: "Sample account", description: "Description", fax: "44445555", "primarycontactid@odata.bind": "/contacts(" + contactid +")" }));
}

Retrieve

function RetrieveAccounts() {
    var clientURL = Xrm.Page.context.getClientUrl();
    var req = new XMLHttpRequest();
    var query = "accounts?$select=accountcategorycode,accountnumber,creditonhold,createdon,numberofemployees,name,revenue&$orderby=name asc";
    req.open("GET", encodeURI(clientURL + "/api/data/v8.0/" + query), true);
    req.setRequestHeader("Accept", "application/json");
    req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
    req.setRequestHeader("OData-MaxVersion", "4.0");
    req.setRequestHeader("OData-Version", "4.0");
    req.onreadystatechange = function () {
        if (this.readyState == 4 /* complete */) {
            req.onreadystatechange = null;
            if (this.status == 200)//to verify result is OK 
            {
                var data = JSON.parse(this.response);
                if (data != null) {
                    var result = "



<table border='1'>";

                    for (var i = 0; i < data.value.length; i++) {
                        result += "



<tr>



<td>" + data.value[i].name + "</td>



</tr>




";
                    }

                    result += "</table>




";
                    document.getElementById("text").innerHTML = result;
                }
            }
            else {
                var error = JSON.parse(this.response).error;
                console.log(error.message);
            }
        }
    };
    req.send(null);
}

Upsert

function UpsertAccount() {
    var clientURL = Xrm.Page.context.getClientUrl();
    var req = new XMLHttpRequest();
    var query = "accounts(D4147C41-E7F1-E511-80D6-C4346BDC4281)";
    req.open("PATCH", encodeURI(clientURL + "/api/data/v8.0/" + query), true);
    req.setRequestHeader("Accept", "application/json");
    req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
    req.setRequestHeader("OData-MaxVersion", "4.0");
    req.setRequestHeader("OData-Version", "4.0");
    //req.setRequestHeader("If-Match", "*"); // If you want to prevent the INSERT
    //req.setRequestHeader("If-None-Match", "*"); // If you want to prevent the UPDATE
    req.onreadystatechange = function () {
        if (this.readyState == 4 /* complete */) {
            req.onreadystatechange = null;
            if (this.status == 204) {// status 204
                console.log("Updated account");

                document.getElementById("text").innerHTML = "Account Updated!";
            }
            else {
                var error = JSON.parse(this.response).error;
                console.log(error.message);
            }
        }
    };
    req.send(JSON.stringify({ fax: "1122223333", description: "Another Description" })); // Add an Entity object OR all properties that you want
}

Update do valor de uma única Propriedade

function UpdateAccountProperty() {
    var clientURL = Xrm.Page.context.getClientUrl();
    var req = new XMLHttpRequest();
    var query = "accounts(D4147C41-E7F1-E511-80D6-C4346BDC4281)/description";
    req.open("PUT", encodeURI(clientURL + "/api/data/v8.0/" + query), true);
    req.setRequestHeader("Accept", "application/json");
    req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
    req.setRequestHeader("OData-MaxVersion", "4.0");
    req.setRequestHeader("OData-Version", "4.0");
    req.onreadystatechange = function () {
        if (this.readyState == 4 /* complete */) {
            req.onreadystatechange = null;
            if (this.status == 204) {// status 204
                console.log("Updated account property");

                document.getElementById("text").innerHTML = "Property 'Description' Updated!";
            }
            else {
                var error = JSON.parse(this.response).error;
                console.log(error.message);
            }
        }
    };
    req.send(JSON.stringify({ value: "New Description" })); // must the property "value" have to be used
}

Delete

function DeleteAccount() {
    var clientURL = Xrm.Page.context.getClientUrl();
    var req = new XMLHttpRequest();
    var query = "accounts(92AA5510-EBF1-E511-80D6-C4346BDC4281)";
    req.open("DELETE", encodeURI(clientURL + "/api/data/v8.0/" + query), true);
    req.setRequestHeader("Accept", "application/json");
    req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
    req.setRequestHeader("OData-MaxVersion", "4.0");
    req.setRequestHeader("OData-Version", "4.0");
    req.onreadystatechange = function () {
        if (this.readyState == 4 /* complete */) {
            req.onreadystatechange = null;
            if (this.status == 204) {// status 204
                console.log("Deleted account");

                document.getElementById("text").innerHTML = "Account Deleted!";
            }
            else {
                var error = JSON.parse(this.response).error;
                console.log(error.message);
            }
        }
    };
    req.send(null);
}

Delete do valor de uma única Propriedade

function DeleteAccountProperty() {
    var clientURL = Xrm.Page.context.getClientUrl();
    var req = new XMLHttpRequest();
    var query = "accounts(D4147C41-E7F1-E511-80D6-C4346BDC4281)/description"; // After the ID inform the field that have to be deletd
    req.open("DELETE", encodeURI(clientURL + "/api/data/v8.0/" + query), true);
    req.setRequestHeader("Accept", "application/json");
    req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
    req.setRequestHeader("OData-MaxVersion", "4.0");
    req.setRequestHeader("OData-Version", "4.0");
    req.onreadystatechange = function () {
        if (this.readyState == 4 /* complete */) {
            req.onreadystatechange = null;
            if (this.status == 204) {// status 204
                console.log("Deleted account property");

                document.getElementById("text").innerHTML = "Property 'Description' Deleted!";
            }
            else {
                var error = JSON.parse(this.response).error;
                console.log(error.message);
            }
        }
    };
    req.send(null);
}

O código completo:

<html>
<head>
    <script type="text/javascript" src="ClientGlobalContext.js.aspx"></script>
    <script>
        function CreateAccount() {
            var contactid = "5BAF9899-F0E8-E511-80D4-C4346BDC11C1";

            var clientURL = Xrm.Page.context.getClientUrl();
            var req = new XMLHttpRequest();
            req.open("POST", encodeURI(clientURL + "/api/data/v8.0/accounts"), true);
            req.setRequestHeader("Accept", "application/json");
            req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
            req.setRequestHeader("OData-MaxVersion", "4.0");
            req.setRequestHeader("OData-Version", "4.0");
            req.onreadystatechange = function () {
                if (this.readyState == 4 /* complete */) {
                    req.onreadystatechange = null;
                    if (this.status == 204) {
                        var accountUri = this.getResponseHeader("OData-EntityId");
                        console.log("Created account with URI: " + accountUri);

                        document.getElementById("text").innerHTML = "Account created! URI " + accountUri;
                    }
                    else {
                        var error = JSON.parse(this.response).error;
                        console.log(error.message);
                    }
                }
            };
            req.send(JSON.stringify({ name: "Sample account", description: "Description", fax: "44445555", "primarycontactid@odata.bind": "/contacts(" + contactid +")" }));
        }

        function RetrieveAccounts() {
            var clientURL = Xrm.Page.context.getClientUrl();
            var req = new XMLHttpRequest();
            var query = "accounts?$select=accountcategorycode,accountnumber,creditonhold,createdon,numberofemployees,name,revenue&$orderby=name asc";
            req.open("GET", encodeURI(clientURL + "/api/data/v8.0/" + query), true);
            req.setRequestHeader("Accept", "application/json");
            req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
            req.setRequestHeader("OData-MaxVersion", "4.0");
            req.setRequestHeader("OData-Version", "4.0");
            req.onreadystatechange = function () {
                if (this.readyState == 4 /* complete */) {
                    req.onreadystatechange = null;
                    if (this.status == 200)//to verify result is OK 
                    {
                        var data = JSON.parse(this.response);
                        if (data != null) {
                            var result = "


<table border='1'>";

                            for (var i = 0; i < data.value.length; i++) {
                                result += "


<tr>


<td>" + data.value[i].name + "</td>


</tr>



";
                            }

                            result += "</table>



";
                            document.getElementById("text").innerHTML = result;
                        }
                    }
                    else {
                        var error = JSON.parse(this.response).error;
                        console.log(error.message);
                    }
                }
            };
            req.send(null);
        }

        function UpsertAccount() {
            var clientURL = Xrm.Page.context.getClientUrl();
            var req = new XMLHttpRequest();
            var query = "accounts(D4147C41-E7F1-E511-80D6-C4346BDC4281)";
            req.open("PATCH", encodeURI(clientURL + "/api/data/v8.0/" + query), true);
            req.setRequestHeader("Accept", "application/json");
            req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
            req.setRequestHeader("OData-MaxVersion", "4.0");
            req.setRequestHeader("OData-Version", "4.0");
            //req.setRequestHeader("If-Match", "*"); // If you want to prevent the INSERT
            //req.setRequestHeader("If-None-Match", "*"); // If you want to prevent the UPDATE
            req.onreadystatechange = function () {
                if (this.readyState == 4 /* complete */) {
                    req.onreadystatechange = null;
                    if (this.status == 204) {// status 204
                        console.log("Updated account");

                        document.getElementById("text").innerHTML = "Account Updated!";
                    }
                    else {
                        var error = JSON.parse(this.response).error;
                        console.log(error.message);
                    }
                }
            };
            req.send(JSON.stringify({ fax: "1122223333", description: "Another Description" }));
        }

        function UpdateAccountProperty() {
            var clientURL = Xrm.Page.context.getClientUrl();
            var req = new XMLHttpRequest();
            var query = "accounts(D4147C41-E7F1-E511-80D6-C4346BDC4281)/description";
            req.open("PUT", encodeURI(clientURL + "/api/data/v8.0/" + query), true);
            req.setRequestHeader("Accept", "application/json");
            req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
            req.setRequestHeader("OData-MaxVersion", "4.0");
            req.setRequestHeader("OData-Version", "4.0");
            req.onreadystatechange = function () {
                if (this.readyState == 4 /* complete */) {
                    req.onreadystatechange = null;
                    if (this.status == 204) {// status 204
                        console.log("Updated account property");

                        document.getElementById("text").innerHTML = "Property 'Description' Updated!";
                    }
                    else {
                        var error = JSON.parse(this.response).error;
                        console.log(error.message);
                    }
                }
            };
            req.send(JSON.stringify({ value: "New Description" })); // must the property "value" have to be used
        }
        
        function DeleteAccount() {
            var clientURL = Xrm.Page.context.getClientUrl();
            var req = new XMLHttpRequest();
            var query = "accounts(92AA5510-EBF1-E511-80D6-C4346BDC4281)";
            req.open("DELETE", encodeURI(clientURL + "/api/data/v8.0/" + query), true);
            req.setRequestHeader("Accept", "application/json");
            req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
            req.setRequestHeader("OData-MaxVersion", "4.0");
            req.setRequestHeader("OData-Version", "4.0");
            req.onreadystatechange = function () {
                if (this.readyState == 4 /* complete */) {
                    req.onreadystatechange = null;
                    if (this.status == 204) {// status 204
                        console.log("Deleted account");

                        document.getElementById("text").innerHTML = "Account Deleted!";
                    }
                    else {
                        var error = JSON.parse(this.response).error;
                        console.log(error.message);
                    }
                }
            };
            req.send(null);
        }

        function DeleteAccountProperty() {
            var clientURL = Xrm.Page.context.getClientUrl();
            var req = new XMLHttpRequest();
            var query = "accounts(D4147C41-E7F1-E511-80D6-C4346BDC4281)/description"; // After the ID inform the field that have to be deletd
            req.open("DELETE", encodeURI(clientURL + "/api/data/v8.0/" + query), true);
            req.setRequestHeader("Accept", "application/json");
            req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
            req.setRequestHeader("OData-MaxVersion", "4.0");
            req.setRequestHeader("OData-Version", "4.0");
            req.onreadystatechange = function () {
                if (this.readyState == 4 /* complete */) {
                    req.onreadystatechange = null;
                    if (this.status == 204) {// status 204
                        console.log("Deleted account property");

                        document.getElementById("text").innerHTML = "Property 'Description' Deleted!";
                    }
                    else {
                        var error = JSON.parse(this.response).error;
                        console.log(error.message);
                    }
                }
            };
            req.send(null);
        }
    </script>
</head>
<body style="word-wrap: break-word;">
    <input type="button" value="Create Account" onclick="CreateAccount()" />
    <input type="button" value="Retrieve All Accounts" onclick="RetrieveAccounts()" />
    <input type="button" value="Upsert Account" onclick="UpsertAccount()" />
    <input type="button" value="Update Account Property" onclick="UpdateAccountProperty()" />
    <input type="button" value="Delete Account" onclick="DeleteAccount()" />
    <input type="button" value="Delete Account Property" onclick="DeleteAccountProperty()" />





<div id="text"></div>


</body>
</html>

Bom é isso, em um post futuro, vou tentar criar um aplicação externa que acesse a Web API.

Para maiores informações:

Use the Web API with web resources
Perform operations using the Web API
GetGlobalContext function and ClientGlobalContext.js.aspx (client-side reference)
Authenticate to Microsoft Dynamics CRM with the Web API

[]’s,
Tiago Cardoso

Publicado por Tiago Michelini Cardoso

I have been working with IT since 2006, almost of this time, I was working with Microsoft Dynamics CRM/365 as a source of solutions. I graduated in Bachelor of Information Systems at FIAP (Faculdade de Informatica e Administracao Paulista) in 2012.I really love what I do! Technology has been my interest since always. Even in a world too different of the current one, when we haven't had the internet, tablets, smartphones and social networks!Although I have worked in some different roles, I can't give up "the developer's life". Even knowing that I'm still so far of the greatest developers. Development is the thing that I love to do!I started my contributions with the Microsoft Dynamics community in 2010. At the beginning, I used to help at MSDN and TechNet forums. But now, I'm fully dedicated to this blog!I have the enormous honour of being the only Brazilian who got the award for Microsoft MVP (Most Valuable Professional) for Microsoft Business Applications (Dynamics 365). I have been receiving the award since 2012.In my free time. I like to cook, do some hiking, watch movies/series and when it's possible, travel!

Publicado

3 comentários em “CRM 2016 – Web Resource com Microsoft Dynamics CRM Web API”

  1. Olá, muito bom o post e no momento certo, já que estou precisando disso no momento. Porém estou com uma dúvida:

    Tenho um campo do tipo consulta, como passo esse valor para o Create?

    Curtir

    Responder

    1. Olá Sthefanny, muito obrigado por ler o que eu escrevo!

      Bom, realmente falta esta informação no meu post (já atualizei!), para o exemplo de Conta com um contato primário, seria algo assim:

      function CreateAccount() {
    var contactid = "5BAF9899-F0E8-E511-80D4-C4346BDC11C1";

    var clientURL = Xrm.Page.context.getClientUrl();
    var req = new XMLHttpRequest();
    req.open("POST", encodeURI(clientURL + "/api/data/v8.0/accounts"), true);
    req.setRequestHeader("Accept", "application/json");
    req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
    req.setRequestHeader("OData-MaxVersion", "4.0");
    req.setRequestHeader("OData-Version", "4.0");
    req.onreadystatechange = function () {
        if (this.readyState == 4 /* complete */) {
            req.onreadystatechange = null;
            if (this.status == 204) {
                var accountUri = this.getResponseHeader("OData-EntityId");
                console.log("Created account with URI: " + accountUri);

                document.getElementById("text").innerHTML = "Account created! URI " + accountUri;
            }
            else {
                var error = JSON.parse(this.response).error;
                console.log(error.message);
            }
        }
    };
    req.send(JSON.stringify({ name: "Sample account", description: "Description", fax: "44445555", "primarycontactid@odata.bind": "/contacts(" + contactid +")" }));
}

      Veja a muda um pouco como passamos, devemos concatenar o nome do atributo + “odata.bind” e depois passsar o serviço que representa a entidade que está sendo relacionada “/contact(‘GUID’)”

      Eu localizei esta sintase aqui:

      Associate entities on create

      Em Composing JSON data to send, tem um exemplo melhor do que eu, pois faz uso de um objeto que representa o registro da entidade por completo, do modo que faço atrapalharia o reaproveitamento do código!

      Obrigado novamente!

      []’s,
      Tiago

      Curtir

      Responder

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