CRM 2016 – Web Resource com Microsoft Dynamics CRM Web API

Publicado em 28 de março de 2016 por

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

Anúncios

Sobre Tiago Michelini Cardoso

I have been working with IT since 2006, much of this period using Microsoft Dynamics CRM as a source of solutions. I graduated in Bachelor of Information Systems at FIAP (University of Informatics and Management Paulista). I participated of different industries projects like Payments, Services, Automotive, Sales, Education, Marketing, Insurances and Manufacture of Glass. Currently, I have the honor of being the only Brazilian who got the award for Microsoft MVP (Most Valuable Professional) for Microsoft Dynamics CRM product. I have received the award since 2012.
Esse post foi publicado em Dynamics CRM e marcado , , , , , , , , , . Guardar link permanente.

3 respostas para CRM 2016 – Web Resource com Microsoft Dynamics CRM Web API

  1. Sthefanny disse:
    28 de março de 2016 às 16:58

    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

    Resposta
    • Tiago Michelini Cardoso disse:
      28 de março de 2016 às 20:13

      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

      Resposta

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