Retrieve more than 5000 records in Dynamics 365


We know there is limitation that by default we can get maximum 5000 records in a single web service call but by using paging cookie concept we can get more then 5000 records. Sharing sample code how to use it.

public static List<StudentRecord> ReturnStudentListTest(IOrganizationService service, Int16 pageNumber, Int16 fetchCount)
{
List<StudentRecord> StudentList = new List<StudentRecord>();
string fetchStudent = string.Empty;
string pagingCookie = null;

if (fetchCount == 0)
{
fetchCount = 100;
}
if (pageNumber == 0)
{
pageNumber = 1;
}

fetchStudent = “<fetch version=’1.0′ output-format=’xml-platform’ mapping=’logical’ distinct=’true’>” +
” <entity name=’contact’>” +
” <attribute name=’contactid’ />” +
” <attribute name=’fullname’ />” +
” <order attribute=’fullname’ descending=’false’ />” +
” <filter type=’and’>” +
” <condition attribute=’statecode’ operator=’eq’ value=’0′ />” +
” </filter>” +
” </entity>” +
“</fetch>”;

while (true)
{
string fetchXmlWithPaging = Helper.CreateXml(fetchStudent, pagingCookie, pageNumber, fetchCount);
var fetchExpression = new FetchExpression(fetchXmlWithPaging);
EntityCollection studentCollection = service.RetrieveMultiple(fetchExpression);
if (studentCollection.Entities.Count > 0)
{
foreach (var record in studentCollection.Entities)
{
try
{
StudentRecord studentRecord = new StudentRecord();
studentRecord.studentId = record.Contains(CRMConstants.Contact.studentId) ? ((Guid)record.Attributes[CRMConstants.Contact.studentId]).ToString() : string.Empty;
studentRecord.fullname = record.Attributes.Contains(CRMConstants.Contact.fullname) ? record.Attributes[CRMConstants.Contact.fullname].ToString().ToUpper() : String.Empty;
StudentList.Add(studentRecord);
}
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> ex)
{
throw new Exception(ex.Detail.Message);
}
catch (Exception ex)
{
throw new InvalidCastException(ex.Message);
}
}
if (studentCollection.MoreRecords)
{
pageNumber++;
pagingCookie = studentCollection.PagingCookie;
}
else
break;
}
}
return StudentList;
}

Please refer the below URL for details.
https://msdn.microsoft.com/en-us/library/mt269606.aspx
https://softchief.com/2016/02/20/retrieve-more-than-5000-records-in-dynamics-crm/

Hope it helps.

Retrieve Data Using Web API and FetchXml


Sharing sample code to retrieve data using Web API and using FetchXml to build the query instead of oData. In this example, I am retrieving contact based on email/mobile no and calling function form an entity’s ribbon button to validate duplicate record.

function ValidateContact() {
var mobilePhone = Xrm.Page.getAttribute(“mc_contactnumber”).getValue();
var email = Xrm.Page.getAttribute(“emailaddress”).getValue();
var clientURL = Xrm.Page.context.getClientUrl();
var fetchContact = “<fetch version=’1.0′ output-format=’xml-platform’ mapping=’logical’ distinct=’false’>” +
” <entity name=’contact’>” +
” <attribute name=’fullname’ />” +
” <attribute name=’emailaddress1′ />” +
” <attribute name=’mc_mobilephone’ />” +
” <attribute name=’createdon’ />” +
” <attribute name=’ownerid’ />” +
” <order attribute=’fullname’ descending=’false’ />” +
” <filter type=’and’>” +
” <filter type=’or’>” +
” <condition attribute=’mc_mobilephone’ operator=’eq’ value='” + mobilePhone + “‘ />” +
” <condition attribute=’emailaddress1′ operator=’eq’ value='” + email + “‘ />” +
” </filter>” +
” <condition attribute=’statecode’ operator=’eq’ value=’0′ />” +
” </filter>” +
” </entity>” +
“</fetch>”;

var encodedFetchXml = encodeURI(fetchContact);
var reqURL = clientURL + “/api/data/v8.2/contacts?fetchXml=” + encodedFetchXml;
var req = new XMLHttpRequest();
req.open(“GET”, reqURL, false);
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(“Prefer”, “odata.include-annotations=\”*\””);
req.setRequestHeader(“Prefer”, “odata.include-annotations=\”OData.Community.Display.V1.FormattedValue\””);
req.onreadystatechange = function () {
if (this.readyState == 4) {
req.onreadystatechange = null;
if (this.status == 200) {
var data = JSON.parse(this.response);
if (data.value.length == 0) {
alert(“There is no matching contact found in exiting contact list.”);
}
else if (data.value.length == 1) {
alert(“Duplicate Contact Record Found: Another Contact with the same detail already exists in the system which is created on: ” + data.value[0][‘createdon@OData.Community.Display.V1.FormattedValue’] + ” by ” + data.value[0][‘_ownerid_value@OData.Community.Display.V1.FormattedValue’] + “.”);
}
else {
alert(“There are more than one matching contact record found.”);
}
}
else {
var error = JSON.parse(this.response).error;
alert(error.message);
}
}
};
req.send();
}

To use FetchXml, we need to format FetchXml in usable Web API service endpoint format. We do this by storing the FetchXML in a variable and encoding the string with the encodeURI function native to JavaScrip as below.
var encodedFetchXml = encodeURI(fetchContact);

Another point, if you want formatted values to be included, then you need to set request header like below(This is mainly used to get Lookup, OptionSet, DateTime specific formatted value like lookup text value).
req.setRequestHeader(“Prefer”, “odata.include-annotations=\”*\””);
OR
req.setRequestHeader(“Prefer”, “odata.include-annotations=\”OData.Community.Display.V1.FormattedValue\””);

Please refer the below URL for details.
https://community.dynamics.com/crm/b/mscrmcustomization/archive/2016/10/18/ms-crm-2016-web-api-operations-retrieve-single-or-multiple-records

http://himbap.com/blog/?p=2012

Issue with Data Export Service Add-ons


In one of requirement, we wanted to use CRM Data for reporting purpose but due to some limitation with FetchXml (like N-N relationship) we were unable to get desire data so we decided to use Data Export Service Add-ons to push into Azure and make use of data for reporting purpose.

When we tried to install/Enable the Data Export Service from Dynamics Marketplace, the add-on installed successfully without any error but when we tried browse Data Export Service(Settings -> Data Export), it was showing blank page and Data Export Profile page was not displaying at all in IE 11 as below.

We raised ticket to Microsoft and they suggested to add below URL in IE trusted site list and once we added these sites in trusted site, we were able to see Data Export Profile page(Settings->Data Export) as shown below.
https://*.azure.net
https://*.crm.dynamics.com
https://*.microsoftonline.com
https://*.windows.net

Note: In Google Chrome , It was working fine even without adding above URLs in trusted sites.

Hope this will help someone.

Configure Dynamics 365 and Azure Service Bus Integration


As we know, we can connect Dynamics 365 with Azure platform by coupling Dynamics 365 event execution pipeline to the Microsoft Azure Service Bus. Once configured, this connection allows data that’s been processed as current Dynamics 365 operation to be posted to the service. Microsoft Azure Service Bus solutions that are “Dynamics-365 aware” can listen for and read the Dynamics 365 data from the service bus.There are many ways to establish a contract between Dynamics 365 and an Azure solution as below.

  • Queue
  • One-way
  • Two-way
  • Rest
  • Topic
  • Event Hub

In this post, I will use “Queue” contract where a listener doesn’t have to be actively listening for messages on the endpoint.
Let’s implement a basic scenario – When a record is created in CRM then pass the execution context to queue and then prepare a application to read and display the entity information.

Lets first configure Azure to create a Queue listener using Azure Portal(https://portal.azure.com).

  1. Create a Service Bus by click on “Add” button.

    2. Enter mandatory fields as below.

3. Create a Queue in newly created Service Bus(mcstaging in my case)

4. Create SAS Policy for Authorization and copy the Primary Connection String which is required during end point registration in CRM

Now let’s create service endpoint in CRM using plugin registration tool.
Login into plugin registration tool and click on Register ->Register New Service End Point as below


Copy the primary connection string form  step 4 and click on “Next”

All information will be populated automatically and then click on “Save”.
Now, need to register a step for this endpoint(In my case, custom entity Enquiry(mc_feedback)  on create message).


Now create a enquiry record in CRM, once you create a record in CRM a system job will be created and message will be passed to azure queue created earlier.

You can see one message in queue as below


Now, how to read the message from Queue. Lets create a console application to read the message from Queue.
Here the connection string will be the same which we had specified in the plugin registration tool. The message body is of type RemoteExecutionContext.


Output

 

Retrieve data from N-N relationship in CRM


Sharing a sample code to retrieve data from N-N relationship in CRM. We have a trainer profile which have N-N relationship with Centre that means one trainer can visit to multiple centre and one centre can be assigned to multiple trainers. Here we are trying to retrieve list of centres associated with particular trainer.

List<Centre> centreList = new List<Centre>();
QueryExpression query = new QueryExpression(“mc_centre”);
query.ColumnSet = new ColumnSet(new string[] { “mc_centreid”, “mc_name” });

LinkEntity linkEntity1 = new LinkEntity(“mc_centre”, “mc_mc_trainer_mc_centre”, “mc_centreid”, “mc_centreid”, JoinOperator.Inner);
LinkEntity linkEntity2 = new LinkEntity(“mc_mc_trainer_mc_centre”, “mc_trainer”, “mc_trainerid”, “mc_trainerid”, JoinOperator.Inner);

linkEntity1.LinkEntities.Add(linkEntity2);
query.LinkEntities.Add(linkEntity1);

linkEntity2.LinkCriteria = new FilterExpression();
linkEntity2.LinkCriteria.AddCondition(new ConditionExpression(“mc_trainerid”, ConditionOperator.Equal, new Guid(trainerId)));

EntityCollection centreCollection = service.RetrieveMultiple(query);
if (centreCollection.Entities.Count > 0)
{
foreach (var centre in centreCollection.Entities)
{
Centre cr = new Centre();
cr.centreId = centre.Attributes[“mc_centreid”].ToString();
cr.centreName = centre.Attributes[“mc_name”].ToString();
centreList.Add(cr);
}
}

return centreList

Execute Workflow using Web API in Dynamics 365


Sharing sample code to call workflow using Web API from JavaScript.
First, we will create a normal workflow which works on demand and a create task with predefined subject and description and activate the workflow.Workflow

Copy the workflow Id and save it to use in JavaScript function.Call below JavaScript function from ribbon button from Lead entity.

function CallWorkflow() {
var workflowId = “71A6BC35-16D8-4447-8ADE-F040CDAE9524″;
var clientURL = Xrm.Page.context.getClientUrl();
var leadId = Xrm.Page.data.entity.getId().replace(‘{‘, ”).replace(‘}’, ”);
var data = {
“EntityId”: leadId
};
var req = new XMLHttpRequest();
req.open(“POST”, clientURL + “/api/data/v8.2/workflows(“+workflowId+”)/Microsoft.Dynamics.CRM.ExecuteWorkflow”, 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) {
var data = JSON.parse(this.response);
} else {
var error = JSON.parse(this.response).error;
alert(error.message);
}
}
};
req.send(JSON.stringify(data));
}
For more details, please refer below URL
http://www.inogic.com/blog/2016/11/execute-workflow-using-web-api-in-dynamics-365-2/
hope this helps.

 

Execute Action using Web API in Dynamics 365


Sharing simple scenario to call custom action from JavaScript (from ribbon button).
First of all, create an Action for Sales Order entity and a step to change status to Active(New) as shown below.
Action

Call below function form ribbon button to change the status of Sales Order to New.

function ChangeAgreementStatus() {
var Id = Xrm.Page.data.entity.getId().replace(‘{‘, ”).replace(‘}’, ”);
var clientURL = Xrm.Page.context.getClientUrl();

// pass the id as inpurt parameter
var data = {
“agreementid”: Id
};

var req = new XMLHttpRequest();

// specify name of the entity, record id and name of the action in the Wen API Url
req.open(“POST”, clientURL + “/api/data/v8.2/salesorders(” + Id + “)/Microsoft.Dynamics.CRM.new_ActivateAgreement”, 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) {
var data = JSON.parse(this.response);
alert(data);
} else {
var error = JSON.parse(this.response).error;
alert(error.message);
}
}
};

// send the request with the data for the input parameter
req.send(window.JSON.stringify(data));

//Refresh form
Xrm.Page.data.refresh();
}

For details, please refer below URL.

https://community.dynamics.com/crm/b/nishantranaweblog/archive/2017/05/27/sample-code-to-call-action-using-web-api-in-crm

hope this help you