Retrieve records using Fetch XML & Java Script in CRM 2011/13

Task: Retrieve Arun Potti Business Phone on onload of Contact record in Contact Entity using FetchXML & Javascript

Solution:

Step 1: Goto http://xrmsvctoolkit.codeplex.com/, and download the Zip folder. Unzip XrmServiceToolkit the folder.

Step 2: Open the XrmServiceToolkit folder, you can find the below Javascript files.

FetchXML - Pic 1

Goto Microsoft Dynamics CRM –> Settings –> Customization –> Webresources.

Create jquery, json2 and XrmServiceToolkit javascript webresources. While creating web resources browse for the respective files and provide the path of XRMServiceToolkit.

Step 3: Add all 3 files to the contact entity,

FetchXML - Pic 2

Step 4: Goto Microsoft Dynamics CRM –> Sales –> Contacts, click on Advance find button. Create new criteria as shown below by clicking on New button,

FetchXML - Pic 3

Step 5: Click on Download Fetch XML button, to get FetchXML code. You can see the below XML,

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
  <entity name="contact">
    <attribute name="fullname" />
    <attribute name="telephone1" />
    <attribute name="contactid" />
    <order attribute="fullname" descending="false" />
    <filter type="and">
     <condition attribute="fullname" operator="eq" value="Arun Potti" />
    </filter>
  </entity>
</fetch>

Step 6: We have to change the format of the above FetchXML to use in Javascript.

Use FetchXML Formatter Tool to modify the format.

To Know more about FetchXML Formatter Tool click Here

After modifying its looks like the below,

"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>"+
"  <entity name='contact'>"+
"    <attribute name='fullname' />"+
"    <attribute name='telephone1' />"+
"    <attribute name='contactid' />"+
"    <order attribute='fullname' descending='false' />"+
"    <filter type='and'>"+
"      <condition attribute='fullname' operator='eq' value='Arun Potti' />"+
"    </filter>"+
"  </entity>"+
"</fetch>"

Step 7: Now create new_contactJscript Webresource and paste the below code,

function contactOnload() {
 var contactFetchXML = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>"+
 "  <entity name='contact'>"+
 "    <attribute name='fullname' />"+
 "    <attribute name='telephone1' />"+
 "    <attribute name='contactid' />"+
 "    <order attribute='fullname' descending='false' />"+
 "    <filter type='and'>"+
 "      <condition attribute='fullname' operator='eq' value='Arun Potti' />"+
 "    </filter>"+
 "  </entity>"+
 "</fetch>";
var contactRecords = XrmServiceToolkit.Soap.Fetch(contactFetchXML);
if (contactRecords.length > 0) {
 if (contactRecords[0].attributes.telephone1 != undefined)
   alert(contactRecords[0].attributes.telephone1.value);
  }
}

Step 8: Add the new_contactJscript Webresource to Form Libraries on contact Form, and add the contactOnload function to Onload Event,

FetchXML - Pic 5

Step 9: Click on Ok. Save & Publish the contact Entity.

Step 10: Open the existing contact record to see the below pop up,

FetchXML - Pic 6

 

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44 thoughts on “Retrieve records using Fetch XML & Java Script in CRM 2011/13

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