Java脚本通过“自定义”按钮在Dynamics CRM中创建和更新记录

Question

I have a requirement to create and update some records from custom button. This custom button placed on homepage of the contact. First, i need to check one or more contact. Once the custom button is clicked, its creating an account in account entity then update look up field of the contact that i checked before with account that we create.

I am trying the step inside this link and this , but it's seem doesn't work for Dynamics CRM 2016 on-premis

Could you please help me and give me a suggestion or another documentary that you think it can satisfy my requirement above.

EDITED : on the sdk, there is an example to use JQueryRestDataOperation. From there, i write a code like this:

    function createAccount() {

 startButton.attr("name");

 var account = {};

 account.Name = "Test Account Name";

 account.Description = "This account was created by the JQueryRESTDataOperations sample.";



 //Create the Account

 SDK.JQuery.createRecord(

     account,

     "account",

     function (account) {

      writeMessage("The account named "" + account.Name + "" was created with the AccountId : "" + account.AccountId + "".");

      writeMessage("Retrieving account with the AccountId: "" + account.AccountId + "".");

      retrieveAccount(account.AccountId)

     },

     errorHandler

   );



}

I add this code as webresource in my solution, then call it from custom button. But nothing happen.

Thanks

Answer 1

To Create Account you can use code given below. On click of button give call to function CreateAccount()

 function CreateAccount() { var accountId, accountName; var context = Xrm.Page.context; var serverUrl = context.getServerUrl(); var ODATA_ENDPOINT = "/XRMServices/2011/OrganizationData.svc"; var CRMObject = new Object(); ///////////////////////////////////////////////////////////// // Specify the ODATA entity collection var ODATA_EntityCollection = "/AccountSet"; ///////////////////////////////////////////////////////////// // Define attribute values for the CRM object you want created CRMObject.Name = "TEST"; accountName = "TEST"; CRMObject.Telephone1 = "123"; CRMObject.Fax = "456"; //Parse the entity object into JSON var jsonEntity = window.JSON.stringify(CRMObject); //Asynchronous AJAX function to Create a CRM record using OData $.ajax({ type: "POST", contentType: "application/json; charset=utf-8", datatype: "json", url: serverUrl + ODATA_ENDPOINT + ODATA_EntityCollection, data: jsonEntity, beforeSend: function (XMLHttpRequest) { //Specifying this header ensures that the results will be returned as JSON. XMLHttpRequest.setRequestHeader("Accept", "application/json"); }, success: function (data, textStatus, XmlHttpRequest) { alert("success"); var NewCRMRecordCreated = data["d"]; accountId = NewCRMRecordCreated.AccountId; UpdateContact(accountId,accountName); }, error: function (XMLHttpRequest, textStatus, errorThrown) { alert("failure"); } }); } 

To Uppdate contact

 function UpdateContact(accountId, accountName) { var serverUrl = Xrm.Page.context.getServerUrl().toString(); var ODATA_ENDPOINT = "/XRMServices/2011/OrganizationData.svc"; var ODATA_EntityCollection = "/AccountSet"; var objContact = new Object(); // set the name of Account objContact.Id = Xrm.Page.data.entity.getId(); // set the Primary Contact lookup field objContact.AccoutId = { Id: accountId, LogicalName: "account", Name: accountName }; // Parse the entity object into JSON var jsonEntity = window.JSON.stringify(objContact); $.ajax({ type: "POST", contentType: "application/json; charset=utf-8", datatype: "json", url: serverUrl + ODATA_ENDPOINT + ODATA_EntityCollection, data: jsonEntity, beforeSend: function (XMLHttpRequest) { XMLHttpRequest.setRequestHeader("Accept", "application/json"); }, success: function (response) { if (response != null && response.d != null) { alert(response.d.ContactId); } }, error: function (xmlHttpRequest, textStatus, errorThrown) { alert("Status: " + textStatus + "; ErrorThrown: " + errorThrown); } }); }