Book Image

Mastering Microsoft Dynamics CRM 2016

By : Deepesh Somani
Book Image

Mastering Microsoft Dynamics CRM 2016

By: Deepesh Somani

Overview of this book

Microsoft Dynamics CRM is the most trusted name in enterprise-level customer relationship management. The latest version of Dynamics CRM 2016 comes with some exciting extra features guaranteed to make your life easier with Dynamics CRM. This book provides a comprehensive coverage of Dynamics CRM 2016 and helps you make your tasks much simpler while elevating you to the level of an expert. The book starts with a brief overview of the functional features and then introduces the latest features of Dynamics CRM 2016. You will learn to create Word and Excel templates, using CRM data that will enable you to provide customized data analysis for your organization. You will understand how to utilize Dynamics CRM as an XRM Framework, gain a deep understanding about client-side scripting in Dynamics CRM, and learn creating client-side applications using JavaScript and Web API. We then introduce visual control frameworks for Dynamics CRM 2016 mobile and tablet applications. Business Process Flows, Business Rules, and their enhancements are introduced. By the end of this book, you will have mastered utilizing Dynamics CRM 2016 features through real-world scenarios.
Table of Contents (20 chapters)
Title Page
Credits
About the Author
Acknowledgment
About the Reviewer
www.PacktPub.com
Customer Feedback
Preface

Scenario 3


Andy is working on a solution in which he needs to populate the fields of an entity into an option set. He wants to load the option set dynamically. To retrieve the fields of a particular entity, you can query the metadata using the Web API. All the attributes of an entity can be retrieved using the metadata query. In this scenario, it is demonstrated how the attributes of a Contact entity can be retrieved using a Web API call.

Retrieving metadata using the Web API

Microsoft Dynamics 365 is a metadata-driven application. Sometimes, you need to query the metadata while working with requirements such as those mentioned in this scenario. For this purpose, you can easily query the metadata using the Web API. We will use the EntityDefinitions entity to retrieve the metadata of the Contact entity. The URL will be as follows:

clientURL + "api/data/v8.2/EntityDefinitions(LogicalName='contact')/Attributes"

We will create an HTML web resource and the following is the code to retrieve the metadata...