Web API 機能およびアクションのサンプル (クライアント側 JavaScript)
このサンプルは、クライアント側 JavaScript を使用し、 Microsoft Dataverse Web API を使用して、バインドされた関数とバインドされていない関数およびカスタム アクションを含むアクションを実行する方法を示します。
注意
このサンプルでは、Web API 機能およびアクションのサンプルで詳述されている操作を実装し、Web API のサンプル (クライアント側の JavaScript) で説明されている共通のクライアント側の JavaScript の構造を使用しています
このセクションの内容
前提条件
このサンプルを実行するには、次が必要です:
- Dataverse 環境へアクセスします。
- ソリューションのインポートと CRUD 操作を実行する特権を持つユーザー アカウント、通常はシステム管理者またはシステム カスタマイザーのセキュリティ ロールを持つアカウントです。
このサンプルの実行
このサンプルを実行するには、こちら からソリューション パッケージをダウンロードし、コンテンツを抽出して、WebAPIFunctionsandActions_1_0_0_0_managed.zip 管理ソリューション ファイルを検索します。 マネージド ソリューションを Dataverse 組織にインポートして、サンプルを実行するにはソリューションの構成ページを表示します。 サンプル ソリューションをインポートする方法の詳細については、Web API サンプル (クライアント側の JavaScript) を参照してください。
コード サンプル
このサンプルには 2 つの Web リソースが含まれています:
WebAPIFunctionsAndActions.html
WebAPIFunctionsAndActions.html Web リソースは、JavaScript コードを実行するコンテキストを提供します。
<!DOCTYPE html>
<html>
<head>
<title>Microsoft CRM Web API Functions and Actions Example</title>
<meta charset="utf-8" />
<meta http-equiv="X-UA-Compatible" content="IE=Edge" />
<script
src="../ClientGlobalContext.js.aspx"
type="text/javascript"
></script>
<script src="scripts/es6promise.js"></script>
<script src="scripts/WebAPIFunctionsAndActions.js"></script>
<style type="text/css">
body {
font-family: "Segoe UI", Tahoma, Geneva, Verdana, sans-serif;
}
#preferences {
border: inset;
padding: 10px 10px;
}
#output_area {
border: inset;
background-color: gainsboro;
padding: 10px 10px;
}
</style>
</head>
<body>
<h1>Microsoft CRM Web API Functions and Actions Example</h1>
<p>
This page demonstrates the CRM Web API's Functions and Actions using
JavaScript.
</p>
<h2>Instructions</h2>
<p>
Choose your preferences and run the JavaScript code. Use your browser's
developer tools to view the output written to the console (e.g.: in IE11
or Microsoft Edge, press F12 to load the Developer Tools).
</p>
<form id="preferences">
<p>
Remove sample data (Choose whether you want to delete sample data
created for this sample):<br />
<input name="removesampledata" type="radio" value="yes" checked /> Yes
<input name="removesampledata" type="radio" value="no" /> No
</p>
<input
type="button"
name="start_samples"
value="Start Samples"
onclick="Sdk.startSample()"
/>
</form>
</body>
</html>
WebAPIFunctionsAndActions.js
WebAPIFunctionsAndActions.js Web リソースは、このサンプルが実行する操作を定義する JavaScript ライブラリです。
"use strict";
var Sdk = window.Sdk || {};
/**
* @function getClientUrl
* @description Get the client URL.
* @return {string} The client URL.
*/
Sdk.getClientUrl = function () {
var context;
// GetGlobalContext defined by including reference to
// ClientGlobalContext.js.aspx in the HTML page.
if (typeof GetGlobalContext != "undefined") {
context = GetGlobalContext();
} else {
if (typeof Xrm != "undefined") {
// Xrm.Page.context defined within the Xrm.Page object model for form scripts.
context = Xrm.Page.context;
} else {
throw new Error("Context is not available.");
}
}
return context.getClientUrl();
};
// Global variables
var entitiesToDelete = []; // Entity URIs to be deleted later
// (if user chooses to delete sample data).
var deleteData = true; // Controls whether sample data are deleted at the end of this sample run.
var clientUrl = Sdk.getClientUrl(); // ie.: https://org.crm.dynamics.com
var webAPIPath = "/api/data/v8.1"; // Path to the web API.
var incidentUri; // Incident created with three closed tasks.
var opportunityUri; // Closed opportunity to re-open before deleting.
var letterUri; // Letter to add to contact's queue.
var myQueueUri; // The contact's queue uri.
var contactUri; // Add a note to this contact.
var CUSTOMERACCOUNTNAME =
"Account Customer Created in WebAPIFunctionsAndActions sample"; // For custom action.
/**
* @function getWebAPIPath
* @description Get the full path to the Web API.
* @return {string} The full URL of the Web API.
*/
Sdk.getWebAPIPath = function () {
return Sdk.getClientUrl() + webAPIPath;
};
/**
* @function request
* @description Generic helper function to handle basic XMLHttpRequest calls.
* @param {string} action - The request action. String is case-sensitive.
* @param {string} uri - An absolute or relative URI. Relative URI starts with a "/".
* @param {object} data - An object representing an entity. Required for create and update actions.
* @param {object} addHeader - An object with header and value properties to add to the request
* @returns {Promise} - A Promise that returns either the request object or an error object.
*/
Sdk.request = function (action, uri, data, addHeader) {
if (!RegExp(action, "g").test("POST PATCH PUT GET DELETE")) {
// Expected action verbs.
throw new Error(
"Sdk.request: action parameter must be one of the following: " +
"POST, PATCH, PUT, GET, or DELETE."
);
}
if (!typeof uri === "string") {
throw new Error("Sdk.request: uri parameter must be a string.");
}
if (RegExp(action, "g").test("POST PATCH PUT") && !data) {
throw new Error(
"Sdk.request: data parameter must not be null for operations that create or modify data."
);
}
if (addHeader) {
if (
typeof addHeader.header != "string" ||
typeof addHeader.value != "string"
) {
throw new Error(
"Sdk.request: addHeader parameter must have header and value properties that are strings."
);
}
}
// Construct a fully qualified URI if a relative URI is passed in.
if (uri.charAt(0) === "/") {
uri = clientUrl + webAPIPath + uri;
}
return new Promise(function (resolve, reject) {
var request = new XMLHttpRequest();
request.open(action, encodeURI(uri), true);
request.setRequestHeader("OData-MaxVersion", "4.0");
request.setRequestHeader("OData-Version", "4.0");
request.setRequestHeader("Accept", "application/json");
request.setRequestHeader("Content-Type", "application/json; charset=utf-8");
if (addHeader) {
request.setRequestHeader(addHeader.header, addHeader.value);
}
request.onreadystatechange = function () {
if (this.readyState === 4) {
request.onreadystatechange = null;
switch (this.status) {
case 200: // Success with content returned in response body.
case 204: // Success with no content returned in response body.
case 304: // Success with Not Modified
resolve(this);
break;
default: // All other statuses are error cases.
var error;
try {
error = JSON.parse(request.response).error;
} catch (e) {
error = new Error("Unexpected Error");
}
reject(error);
break;
}
}
};
request.send(JSON.stringify(data));
});
};
/**
* @function Sdk.startSample
* @description Initiates a chain of promises to show use of Functions and Actions with the Web API.
* Functions and actions represent re-usable operations you can perform using the Web API.
* For more info, see https://msdn.microsoft.com/library/mt607990.aspx#bkmk_actions
* The following standard CRM Web API functions and actions are invoked:
* - WhoAmI, a basic unbound function
* - GetTimeZoneCodeByLocalizedName, an unbound function that requires parameters
* - CalculateTotalTimeIncident, a bound function
* - WinOpportunity, an unbound action that takes parameters
* - AddToQueue, a bound action that takes parameters
* - In addition, a custom bound and an unbound action contained within the solution are invoked.
*/
Sdk.startSample = function () {
// Initializing.
deleteData = document.getElementsByName("removesampledata")[0].checked;
entitiesToDelete = []; // Reset the array.
console.log("-- Sample started --");
// Create the CRM entry intances used by this sample program.
Sdk.createRequiredRecords()
.then(function () {
console.log("-- Working with functions --");
// Bound and Unbound functions
// See https://msdn.microsoft.com/library/gg309638.aspx#bkmk_boundAndUnboundFunctions
console.log("Using functions to look up your full name.");
// Calling a basic unbound function without parameters.
// Retrieves the user's full name using a series of function requests.
// - Call WhoAmI via the Sdk.getUsersFullName function.
// For more info on the WhoAmI function, see https://msdn.microsoft.com/library/mt607925.aspx
return Sdk.getUsersFullName();
})
.then(function (fullName) {
console.log("\tYour full name is: %s\n", fullName);
console.log("Unbound function: GetTimeZoneCodeByLocalizedName");
// Calling a basic unbound function with no parameters.
// Retrieves the time zone code for the specified time zone.
// - Pass parameters to an unbound function by calling the GetTimeZoneCodeByLocalizedName Function.
// For more info, see https://msdn.microsoft.com/library/mt607644.aspx
var localizedStandardName = "Pacific Standard Time";
var localeId = 1033;
// Demonstrates best practice of passing parameters.
var uri = [
"/GetTimeZoneCodeByLocalizedName",
"(LocalizedStandardName=@p1,LocaleId=@p2)",
"?@p1='" + localizedStandardName + "'&@p2=" + localeId,
];
/* This would also work:
var uri = ["/GetTimeZoneCodeByLocalizedName",
"(LocalizedStandardName='" + localizedStandardName + "',LocaleId=" + localeId + ")"];
*/
return Sdk.request("GET", uri.join("")); // Send request.
})
.then(function (request) {
// Returns GetTimeZoneCodeByLocalizedNameResponse ComplexType.
// For more info, see https://msdn.microsoft.com/library/mt607889.aspx
var localizedStandardName = "Pacific Standard Time";
var timeZoneCode = JSON.parse(request.response).TimeZoneCode;
console.log(
"\tFunction returned time zone %s, with code '%s'.",
localizedStandardName,
timeZoneCode
);
console.log("Bound function: CalculateTotalTimeIncident");
// Calling a basic bound function that requires parameters.
// Retrieve the total time, in minutes, spent on all tasks associated with this incident.
// - Use CalculateTotalTimeIncident to get the total duration of all closed activities.
// For more info, see https://msdn.microsoft.com/library/mt593054.aspx
// Note that in a bound function the full function name includes the
// namespace Microsoft.Dynamics.CRM. Functions that aren’t bound must not use the full name.
return Sdk.request(
"GET",
incidentUri + "/Microsoft.Dynamics.CRM.CalculateTotalTimeIncident()"
);
})
.then(function (request) {
// Returns CalculateTotalTimeIncidentResponse ComplexType.
// For more info, see https://msdn.microsoft.com/library/mt607924.aspx
var totalTime = JSON.parse(request.response).TotalTime; //returns 90
console.log(
"\tFunction returned %s minutes - total duration of tasks associated with the incident.\n",
totalTime
);
console.log("-- Working with Actions --");
// For more info about Action, see https://msdn.microsoft.com/library/mt607600.aspx
console.log("Unbound Action: WinOpportunity");
// Calling an unbound action that requires parameters.
// Closes an opportunity and markt it as won.
// - Update the WinOpportunity (created by Sdk.createRequiredRecords()) by closing it as won.
// Use WinOpportunity Action (https://msdn.microsoft.com/library/mt607971.aspx)
// This action does not return a value
var parameters = {
Status: 3,
OpportunityClose: {
subject: "Won Opportunity",
"opportunityid@odata.bind": opportunityUri,
},
};
return Sdk.request("POST", "/WinOpportunity", parameters);
})
.then(function () {
console.log("\tOpportunity won.");
console.log("Bound Action: AddToQueue");
// Calling a bound action that requires parameters.
// Adds a new letter tracking activity to the current user's queue.
// The letter was created as part of the Sdk.createRequiredRecords().
// - Get a reference to the current user.
// - Get a reference to the letter activity.
// - Add letter to current user's queue via the bound action AddToQueue.
// For more info on AddToQueue, see https://msdn.microsoft.com/library/mt607880.aspx
return Sdk.request("GET", "/WhoAmI");
})
.then(function (request) {
var whoAmIResponse = JSON.parse(request.response);
var myId = whoAmIResponse.UserId;
// Get a reference to the current user.
return Sdk.request(
"GET",
Sdk.getWebAPIPath() + "/systemusers(" + myId + ")/queueid/$ref"
);
})
.then(function (request) {
myQueueUri = JSON.parse(request.response)["@odata.id"];
// Get a reference to the letter activity.
return Sdk.request("GET", letterUri + "?$select=activityid");
})
.then(function (request) {
var letterActivityId = JSON.parse(request.response).activityid;
var parameters = {
Target: {
activityid: letterActivityId,
"@odata.type": "Microsoft.Dynamics.CRM.letter",
},
};
//Adding the letter to the user's default queue.
return Sdk.request(
"POST",
myQueueUri + "/Microsoft.Dynamics.CRM.AddToQueue",
parameters
);
})
.then(function (request) {
var queueItemId = JSON.parse(request.response).QueueItemId;
console.log(
"\tQueueItemId returned from AddToQueue Action: %s\n",
queueItemId
);
console.log("-- Working with custom actions --");
console.log("Custom action: sample_AddNoteToContact");
// Add a note to an existing contact.
// This operation calls a custom action named sample_AddNoteToContact.
// This custom action is installed when you install this sample's solution to your CRM server.
// - Add a note to an existing contact (e.g.: contactUri)
// - Get the note info and the contact's full name.
// For more info, see https://msdn.microsoft.com/library/mt607600.aspx#bkmk_customActions
//sample_AddNoteToContact custom action parameters
var parameters = {
NoteTitle: "The Title of the Note",
NoteText: "The text content of the note.",
};
return Sdk.request(
"POST",
contactUri + "/Microsoft.Dynamics.CRM.sample_AddNoteToContact",
parameters
);
})
.then(function (request) {
var annotationid = JSON.parse(request.response).annotationid;
var annotationUri =
Sdk.getWebAPIPath() + "/annotations(" + annotationid + ")";
// The annotation will be deleted with the contact when it is deleted.
return Sdk.request(
"GET",
annotationUri +
"?$select=subject,notetext&$expand=objectid_contact($select=fullname)"
);
})
.then(function (request) {
var annotation = JSON.parse(request.response);
console.log(
"\tA note with the title '%s' and the content '%s' was created and associated with the contact %s.\n",
annotation.subject,
annotation.notetext,
annotation.objectid_contact.fullname
);
console.log("Custom action: sample_CreateCustomer");
// Create a customer of a specified type using the custom action sample_CreateCustomer.
// - Shows how create a valid customer of type "account".
// - Shows how to handle exception from a custom action.
var parameters = {
CustomerType: "account",
AccountName: CUSTOMERACCOUNTNAME,
};
// Create the account. This is a valid request
return Sdk.request("POST", "/sample_CreateCustomer", parameters);
})
.then(function (request) {
// Retrieve the account we just created
return Sdk.request(
"GET",
"/accounts?$select=name&$filter=name eq '" + CUSTOMERACCOUNTNAME + "'"
);
})
.then(function (request) {
var customerAccount = JSON.parse(request.response).value[0];
var customerAccountId = customerAccount.accountid;
var customerAccountIdUri =
Sdk.getWebAPIPath() + "/accounts(" + customerAccountId + ")";
entitiesToDelete.push(customerAccountIdUri);
console.log(
"\tAccount customer created with the name '%s'",
customerAccount.name
);
// Create a contact but uses invalid parameters
// - Throws an error intentionally
return new Promise(function (resolve, reject) {
var parameters = {
CustomerType: "contact",
AccountName: CUSTOMERACCOUNTNAME, //not valid for contact
// e.g.: ContactFirstName and ContactLastName are required when CustomerType is "contact".
};
Sdk.request("POST", "/sample_CreateCustomer", parameters) // This request is expected to fail.
.then(function () {
console.log("Not expected.");
reject(
new Error(
"Call to sample_CreateCustomer not expected to succeed."
)
);
})
.catch(function (err) {
//Expected error
console.log("\tExpected custom error: " + err.message); // Custom action can return custom error messages.
resolve(); // Show the error but resolve the thread so sample can continue.
});
});
})
.then(function () {
// House cleaning.
console.log("\n-- Deleting sample data --");
if (deleteData) {
return Sdk.deleteEntities();
} else {
console.log("Sample data not deleted.");
}
})
.catch(function (err) {
console.log("ERROR: " + err.message);
});
};
/**
* @function Sdk.deleteEntities
* @description Deletes the entities created by this sample
*/
Sdk.deleteEntities = function () {
return new Promise(function (resolve, reject) {
entitiesToDelete.unshift(opportunityUri); // Adding to the beginning so it will get deleted before the parent account.
// Re-open the created opportunity so it can be deleted.
Sdk.request("PATCH", opportunityUri, { statecode: 0, statuscode: 2 })
.then(function () {
// Get the opportunityclose URI so it can be deleted
return Sdk.request(
"GET",
opportunityUri + "/Opportunity_OpportunityClose/$ref"
);
})
.then(function (request) {
var opportunityCloseUri = JSON.parse(request.response).value[0][
"@odata.id"
];
// Adding to the opportunityclose URI it will get deleted before the opportunity.
entitiesToDelete.unshift(opportunityCloseUri);
/*
These deletions have to be done consecutively in a specific order to avoid a Generic SQL error
which can occur because of relationship behavior actions for the delete event.
*/
return Sdk.request("DELETE", entitiesToDelete[0]); //opportunityclose
})
.then(function () {
console.log(entitiesToDelete[0] + " Deleted");
return Sdk.request("DELETE", entitiesToDelete[1]); //opportunity
})
.then(function () {
console.log(entitiesToDelete[1] + " Deleted");
return Sdk.request("DELETE", entitiesToDelete[2]); //account
})
.then(function () {
console.log(entitiesToDelete[2] + " Deleted");
return Sdk.request("DELETE", entitiesToDelete[3]); //Fourth Coffee account
})
.then(function () {
console.log(entitiesToDelete[3] + " Deleted");
return Sdk.request("DELETE", entitiesToDelete[4]); //Letter
})
.then(function () {
console.log(entitiesToDelete[4] + " Deleted");
return Sdk.request("DELETE", entitiesToDelete[5]); //Contact
})
.then(function () {
console.log(entitiesToDelete[5] + " Deleted");
return Sdk.request("DELETE", entitiesToDelete[6]); //AccountCustomer
})
.then(function () {
console.log(entitiesToDelete[6] + " Deleted");
resolve();
})
.catch(function (err) {
reject(new Error("Error from Sdk.deleteEntities: " + err.message));
});
});
};
/**
* @function Sdk.getUsersFullName
* @description Retrieves the current user's full name.
* @returns {Promise} - A Promise that returns the full name of the user
*/
Sdk.getUsersFullName = function () {
return new Promise(function (resolve, reject) {
//Use WhoAmI Function (https://msdn.microsoft.com/library/mt607925.aspx)
Sdk.request("GET", "/WhoAmI")
.then(function (request) {
//Returns WhoAmIResponse ComplexType (https://msdn.microsoft.com/library/mt607982.aspx)
var myId = JSON.parse(request.response).UserId;
//Retrieve the systemuser Entity fullname property (https://msdn.microsoft.com/library/mt608065.aspx)
return Sdk.request(
"GET",
"/systemusers(" + myId + ")?$select=fullname"
);
})
.then(function (request) {
//Return the users full name
resolve(JSON.parse(request.response).fullname);
})
.catch(function (err) {
reject("Error in Sdk.getUsersFullName function: " + err.message);
});
});
};
/**
* @function Sdk.createRequiredRecords
* @description Creates data required by this sample program.
* - Create an account with three 30 minute tasks.
* - Create another account associated with an opportunity.
* - Create a letter.
* - Create a contact.
* @returns {Promise} - resolve the promise if all goes well; reject otherwise.
*/
Sdk.createRequiredRecords = function () {
console.log("-- Creating sample data --");
// Create a parent account, an associated incident with three
// associated tasks(required for CalculateTotalTimeIncident).
return new Promise(function (resolve, reject) {
Sdk.createAccountWithIncidentAndThree30MinuteClosedTasks()
.then(function (iUri) {
incidentUri = iUri;
//Create another account and associated opportunity (required for CloseOpportunityAsWon).
return Sdk.createAccountWithOpportunityToWin();
})
.then(function (oUri) {
opportunityUri = oUri;
// Create a letter to use with AddToQueue action.
var letter = {
description: "Example letter",
};
return Sdk.request("POST", "/letters", letter);
})
.then(function (request) {
letterUri = request.getResponseHeader("OData-EntityId");
entitiesToDelete.push(letterUri);
// Create a contact to use with custom action sample_AddNoteToContact
var contact = {
firstname: "Jon",
lastname: "Fogg",
};
return Sdk.request("POST", "/contacts", contact);
})
.then(function (request) {
contactUri = request.getResponseHeader("OData-EntityId");
entitiesToDelete.push(contactUri);
resolve();
})
.catch(function (err) {
reject("Error in Sdk.createRequiredRecords function: " + err.message);
});
});
};
/**
* @function Sdk.createAccountwithIncidentAndThree30MinuteClosedTasks
* @description Create an account and associate three 30 minute tasks. Close the tasks.
* @returns {Promise} - A Promise that returns the uri of an incident created.
*/
Sdk.createAccountWithIncidentAndThree30MinuteClosedTasks = function () {
return new Promise(function (resolve, reject) {
var iUri; // incidentUri
// Create a parent account for the incident.
Sdk.request("POST", "/accounts", { name: "Fourth Coffee" })
.then(function (request) {
// Capture the URI of the created account so it can be deleted later.
var accountUri = request.getResponseHeader("OData-EntityId");
entitiesToDelete.push(accountUri);
// Define an incident associated with the account with three related tasks.
// Each task has a 30 minute duration.
var incident = {
title: "Sample Case",
"customerid_account@odata.bind": accountUri,
Incident_Tasks: [
{
subject: "Task 1",
actualdurationminutes: 30,
},
{
subject: "Task 2",
actualdurationminutes: 30,
},
{
subject: "Task 3",
actualdurationminutes: 30,
},
],
};
// Create the incident and related tasks.
return Sdk.request("POST", "/incidents", incident);
})
.then(function (request) {
iUri = request.getResponseHeader("OData-EntityId");
// Retrieve references to the tasks created.
return Sdk.request("GET", iUri + "/Incident_Tasks/$ref");
})
.then(function (request) {
// Capture the URL for the three tasks in this array.
var taskReferences = [];
JSON.parse(request.response).value.forEach(function (tr) {
taskReferences.push(tr["@odata.id"]);
});
// An array to hold a set of promises.
var promises = [];
// The data to use to update the tasks so that they are closed.
var update = {
statecode: 1, //Completed
statuscode: 5, //Completed
};
// Fill the array with promises
taskReferences.forEach(function (tr) {
promises.push(Sdk.request("PATCH", tr, update));
});
// When all the promises resolve, return a promise.
return Promise.all(promises);
})
.then(function () {
// Return the incident URI to the calling code.
resolve(iUri);
})
.catch(function (err) {
// Differentiate the message for any error returned by this function.
reject(
new Error(
"ERROR in Sdk.createAccountwithIncidentAndThree30MinuteClosedTasks function: " +
err.message
)
);
});
});
};
/**
* @function Sdk.createAccountwithOpportunityToWin
* @description Create an account and an associated opportunity.
* @returns {Promise} - A Promise that returns the uri of an opportunity.
*/
Sdk.createAccountWithOpportunityToWin = function () {
return new Promise(function (resolve, reject) {
var accountUri;
var account = {
name: "Sample Account for WebAPIFunctionsAndActions sample",
opportunity_customer_accounts: [
{
name: "Opportunity to win",
},
],
};
Sdk.request("POST", "/accounts", account) // Create the account.
.then(function (request) {
accountUri = request.getResponseHeader("OData-EntityId");
entitiesToDelete.push(accountUri);
// Retrieve the opportunity's reference.
return Sdk.request(
"GET",
accountUri + "/opportunity_customer_accounts/$ref"
);
})
.then(function (request) {
var oUri = JSON.parse(request.response).value[0]["@odata.id"];
resolve(oUri); // Return the opportunity's uri.
})
.catch(function (err) {
reject(
new Error(
"Error in Sdk.createAccountwithOpportunityToWin: " + err.message
)
);
});
});
};
関連項目
Dataverse Web API を使用する
Web API 関数の使用
Web API アクションの使用
Web API のサンプル
Web API 機能およびアクションのサンプル
Web API 機能およびアクションのサンプル (C#)
Web API のサンプル (クライアント側の JavaScript)
Web API 基本操作のサンプル (クライアント側の JavaScript)
Web API クエリ データのサンプル (クライアント側の JavaScript)
Web API 条件付き演算のサンプル (クライアント側の JavaScript)
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