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Web API Basic Operations Sample

  • Artikkel

This collection of sample code snippets demonstrate how to perform basic CRUD (Create, Retrieve, Update, and Delete) and associative operations using the Microsoft Dataverse Web API.

This topic describes a common set of operations implemented by each sample snippet in this group. This topic describes the HTTP requests and responses and text output that each sample will perform without the language specific details. See the language specific descriptions and the individual samples for details about how these operations are performed.

Demonstrates

This sample is divided into the following sections, containing Dataverse Web API operations which are discussed in greater detail in the specified associated conceptual topics.

Code section Associated conceptual topics
Section 1: Basic create and update operations Basic create
Basic update
Section 2: Create with association Associate table rows on create
Section 3: Create related table rows (deep insert) Create related table rows in one operation
Section 4: Associate and disassociate existing table rows Associate and disassociate table rows using the Web API
Section 5: Delete table rows (sample cleanup) Basic delete

Note

For brevity, less pertinent HTTP headers have been omitted. The URLs of the records will vary with the base organization address and the ID of the row assigned by your Dataverse server.

Section 1: Basic create and update operations

This section creates a single contact then performs a series of updates upon that instance. Note that the response header OData-EntityId contains the URL to this newly created row, which parenthetically includes the unique ID for this record.

  1. Create a new contact, named Rafel Shillo.

    Request:

    POST [Organization Uri]/api/data/v9.2/contacts HTTP/1.1
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

{
 "firstname": "Rafel",
 "lastname": "Shillo"
}

    Response:

    HTTP/1.1 204 NoContent
OData-Version: 4.0
OData-EntityId: [Organization Uri]/api/data/v9.2/contacts(0928bcb4-bb27-ed11-9db1-002248274ada)

    Console output:

    Contact URI: [Organization Uri]/api/data/v9.2/contacts(0928bcb4-bb27-ed11-9db1-002248274ada)
Contact relative Uri: contacts(0928bcb4-bb27-ed11-9db1-002248274ada)

    The properties available for each type are defined within the metadata document and are also documented for each type in the Web API Entity Type Reference section. For more general information, see Web API types and operations.

  2. Update the contact with values for annual income ($80,000) and job title (Junior Developer).

    Request:

    PATCH [Organization Uri]/api/data/v9.2/contacts(0928bcb4-bb27-ed11-9db1-002248274ada) HTTP/1.1
If-Match: *
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

{
 "annualincome": 80000,
 "jobtitle": "Junior Developer"
}

    Response:

    HTTP/1.1 204 NoContent
OData-Version: 4.0
OData-EntityId: [Organization Uri]/api/data/v9.2/contacts(0928bcb4-bb27-ed11-9db1-002248274ada)

    Console output:

    Contact 'Rafel Shillo' updated with jobtitle and annual income

  3. Retrieve the contact with its set of explicitly initialized properties. The fullname is a read-only property that is calculated from the firstname and lastname properties, which were explicitly initialized when the instance was created. In contrast, the description property was not explicitly initialized, so it retains its default value, a null string.

    Note that the response, in addition to the requested values and typical headers, also automatically returns the following types of additional information:

    • The primary ID for the current table type, here contactid.
    • An ETag value, denoted by the @odata.etag key, which identifies the specific version of the resource requested. For more information, see Perform conditional operations using the Web API.
    • The metadata context, denoted by the @odata.context key, provides a way to compare query results to determine if they came from the same query.
    • A _transactioncurrencyid_value that indicates the local currency of the monetary transaction.

    Request:

    GET [Organization Uri]/api/data/v9.2/contacts(0928bcb4-bb27-ed11-9db1-002248274ada)?$select=fullname,annualincome,jobtitle,description HTTP/1.1
Prefer: odata.include-annotations="*"
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

    Response:

    HTTP/1.1 200 OK
ETag: W/"72935648"
OData-Version: 4.0
Preference-Applied: odata.include-annotations="*"

{
 "@odata.context": "[Organization Uri]/api/data/v9.2/$metadata#contacts(fullname,annualincome,jobtitle,description)/$entity",
 "@odata.etag": "W/\"72935648\"",
 "fullname": "Rafel Shillo",
 "annualincome@OData.Community.Display.V1.FormattedValue": "$80,000.00",
 "annualincome": 80000.0,
 "jobtitle": "Junior Developer",
 "description": null,
 "_transactioncurrencyid_value@OData.Community.Display.V1.FormattedValue": "US Dollar",
 "_transactioncurrencyid_value@Microsoft.Dynamics.CRM.associatednavigationproperty": "transactioncurrencyid",
 "_transactioncurrencyid_value@Microsoft.Dynamics.CRM.lookuplogicalname": "transactioncurrency",
 "_transactioncurrencyid_value": "228f42f8-e646-e111-8eb7-78e7d162ced1",
 "contactid": "0928bcb4-bb27-ed11-9db1-002248274ada"
}

    Console output:

    Contact 'Rafel Shillo' retrieved:
       Annual income: $80,000.00
       Job title: Junior Developer
       Description:

    Important

    You should always use selection and filtering in retrieval operations to optimize performance. For more information, see Query Data using the Web API.

  4. Update the contact instance by supplying new values to these same properties.

    Request:

    PATCH [Organization Uri]/api/data/v9.2/contacts(0928bcb4-bb27-ed11-9db1-002248274ada) HTTP/1.1
If-Match: *
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

{
 "jobtitle": "Senior Developer",
 "annualincome": 95000,
 "description": "Assignment to-be-determined"
}

    Response:

    HTTP/1.1 204 NoContent
OData-Version: 4.0
OData-EntityId: [Organization Uri]/api/data/v9.2/contacts(0928bcb4-bb27-ed11-9db1-002248274ada)

    Console output:

    Contact 'Rafel Shillo' updated:
       Job title: Senior Developer
       Annual income: 95000
       Description: Assignment to-be-determined

    Important

    Only send changed properties in update requests. For more information, see Basic update.

  5. Explicitly set a single property, the primary phone number. Note this is a PUT request and that the JSON key named value is used when performing operations on individual properties.

    Request:

    PUT [Organization Uri]/api/data/v9.2/contacts(0928bcb4-bb27-ed11-9db1-002248274ada)/telephone1 HTTP/1.1
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

{
 "value": "555-0105"
}

    Response:

    HTTP/1.1 204 NoContent
OData-Version: 4.0

    Console output:

    Contact 'Rafel Shillo' phone number updated.

  6. Retrieve that same single property, the primary phone number. Again note the use of the key named value.

    Request:

    GET [Organization Uri]/api/data/v9.2/contacts(0928bcb4-bb27-ed11-9db1-002248274ada)/telephone1 HTTP/1.1
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

    Response:

    HTTP/1.1 200 OK
OData-Version: 4.0

{
 "@odata.context": "[Organization Uri]/api/data/v9.2/$metadata#contacts(0928bcb4-bb27-ed11-9db1-002248274ada)/telephone1",
 "value": "555-0105"
}

    Console output:

    Contact's telephone # is: 555-0105.

Section 2: Create with association

This section creates a new account record named Contoso, Ltd. and associates it to an existing contact, Rafel Shillo, which was created in Section 1. This creation and association is performed in a single POST operation.

  1. Create the Contoso, Ltd. account and set its primary contact attribute to the existing contact Rafel Shillo. The @odata.bind annotation indicates that an association is being created, here binding the primarycontactid single-valued navigation property to an existing contact, Rafel Shillo.

    Request:

    POST [Organization Uri]/api/data/v9.2/accounts HTTP/1.1
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

{
 "name": "Contoso Ltd",
 "telephone1": "555-5555",
 "primarycontactid@odata.bind": "contacts(0928bcb4-bb27-ed11-9db1-002248274ada)"
}

    Response:

    HTTP/1.1 204 NoContent
OData-Version: 4.0
OData-EntityId: [Organization Uri]/api/data/v9.2/accounts(2728bcb4-bb27-ed11-9db1-002248274ada)

    Console output:

    Account 'Contoso Ltd' created.
Account URI: accounts(2728bcb4-bb27-ed11-9db1-002248274ada)

  2. Retrieve the primary contact for the account Contoso, Ltd., again using $expand with the primarycontactid single-valued navigation property to access the associated contact EntityType record.

    Request:

    GET [Organization Uri]/api/data/v9.2/accounts(2728bcb4-bb27-ed11-9db1-002248274ada)?$select=name,&$expand=primarycontactid($select=fullname,jobtitle,annualincome) HTTP/1.1
Prefer: odata.include-annotations="*"
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

    Response:

    HTTP/1.1 200 OK
ETag: W/"72935670"
OData-Version: 4.0
Preference-Applied: odata.include-annotations="*"

{
 "@odata.context": "[Organization Uri]/api/data/v9.2/$metadata#accounts(name,primarycontactid(fullname,jobtitle,annualincome))/$entity",
 "@odata.etag": "W/\"72935670\"",
 "name": "Contoso Ltd",
 "accountid": "2728bcb4-bb27-ed11-9db1-002248274ada",
 "primarycontactid": {
   "@odata.etag": "W/\"72935663\"",
   "fullname": "Rafel Shillo",
   "jobtitle": "Senior Developer",
   "annualincome@OData.Community.Display.V1.FormattedValue": "$95,000.00",
   "annualincome": 95000.0,
   "_transactioncurrencyid_value@OData.Community.Display.V1.FormattedValue": "US Dollar",
   "_transactioncurrencyid_value@Microsoft.Dynamics.CRM.associatednavigationproperty": "transactioncurrencyid",
   "_transactioncurrencyid_value@Microsoft.Dynamics.CRM.lookuplogicalname": "transactioncurrency",
   "_transactioncurrencyid_value": "228f42f8-e646-e111-8eb7-78e7d162ced1",
   "contactid": "0928bcb4-bb27-ed11-9db1-002248274ada"
 }
}

    Console output:

    Account 'Contoso Ltd' has primary contact 'Rafel Shillo':
       Job title: Senior Developer
       Annual income: $95,000.00

This section demonstrates how to create a table row and related row, in a single POST request. Using this method, all rows are newly created; there are no existing rows to associate with. This approach has two advantages. It is more efficient, replacing multiple simpler creation and association operations with one combined operation. Also, it is atomic, where either the entire operation succeeds and all the related objects are created, or the operation fails and none are created.

This section creates an account, its primary contact, and a set of tasks for that contact in one request.

  1. Create the account Fourth Coffee and its primary contact Susie Curtis and their three related tasks in one operation. Note the use of the single-valued primarycontactid navigation property and the collection-valued navigation property Contact_Tasks to define these relationships, respectively. Single-valued navigational properties take an object value, whereas collection-valued navigation properties take an array value.

    Request:

    POST [Organization Uri]/api/data/v9.2/accounts HTTP/1.1
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

{
 "name": "Fourth Coffee",
 "primarycontactid": {
   "firstname": "Susie",
   "lastname": "Curtis",
   "jobtitle": "Coffee Master",
   "annualincome": 48000,
   "Contact_Tasks": [
     {
       "subject": "Sign invoice",
       "description": "Invoice #12321",
       "scheduledstart": "2023-04-19T03:00:00+07:00",
       "scheduledend": "2023-04-19T04:00:00+07:00",
       "scheduleddurationminutes": 60
     },
     {
       "subject": "Setup new display",
       "description": "Theme is - Spring is in the air",
       "scheduledstart": "2023-04-20T03:00:00+07:00",
       "scheduledend": "2023-04-20T04:00:00+07:00",
       "scheduleddurationminutes": 60
     },
     {
       "subject": "Conduct training",
       "description": "Train team on making our new blended coffee",
       "scheduledstart": "2023-04-21T03:00:00+07:00",
       "scheduledend": "2023-04-21T04:00:00+07:00",
       "scheduleddurationminutes": 60
     }
   ]
 }
}

    Response:

    HTTP/1.1 204 NoContent
OData-Version: 4.0
OData-EntityId: [Organization Uri]/api/data/v9.2/accounts(2e28bcb4-bb27-ed11-9db1-002248274ada)

    Console output:

    Account 'Fourth Coffee  created.

  2. Selectively retrieve the newly created Fourth Coffee account and its primary contact. An expansion is performed on the single-valued navigation property primarycontactid.

    Request:

    GET [Organization Uri]/api/data/v9.2/accounts(2e28bcb4-bb27-ed11-9db1-002248274ada)?$select=name&$expand=primarycontactid($select=fullname,jobtitle,annualincome) HTTP/1.1
Prefer: odata.include-annotations="*"
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

    Response:

    HTTP/1.1 200 OK
ETag: W/"72935710"
OData-Version: 4.0
Preference-Applied: odata.include-annotations="*"

{
 "@odata.context": "[Organization Uri]/api/data/v9.2/$metadata#accounts(name,primarycontactid(fullname,jobtitle,annualincome))/$entity",
 "@odata.etag": "W/\"72935710\"",
 "name": "Fourth Coffee",
 "accountid": "2e28bcb4-bb27-ed11-9db1-002248274ada",
 "primarycontactid": {
   "@odata.etag": "W/\"72935689\"",
   "fullname": "Susie Curtis",
   "jobtitle": "Coffee Master",
   "annualincome@OData.Community.Display.V1.FormattedValue": "$48,000.00",
   "annualincome": 48000.0,
   "_transactioncurrencyid_value@OData.Community.Display.V1.FormattedValue": "US Dollar",
   "_transactioncurrencyid_value@Microsoft.Dynamics.CRM.associatednavigationproperty": "transactioncurrencyid",
   "_transactioncurrencyid_value@Microsoft.Dynamics.CRM.lookuplogicalname": "transactioncurrency",
   "_transactioncurrencyid_value": "228f42f8-e646-e111-8eb7-78e7d162ced1",
   "contactid": "2f28bcb4-bb27-ed11-9db1-002248274ada"
 }
}

    Console output:

    Account 'Fourth Coffee' has primary contact 'Susie Curtis':
       Job title: Coffee Master
       Annual income: $48,000.00

  3. Selectively retrieve the tasks associated with the primary contact retrieved in the previous operation. An expansion is performed on the collection-valued navigation property Contact_Tasks.

    Request:

    GET [Organization Uri]/api/data/v9.2/contacts(2f28bcb4-bb27-ed11-9db1-002248274ada)?$select=fullname&$expand=Contact_Tasks($select=subject,description,scheduledstart,scheduledend) HTTP/1.1
Prefer: odata.include-annotations="*"
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

    Response:

    HTTP/1.1 200 OK
ETag: W/"72935689"
OData-Version: 4.0
Preference-Applied: odata.include-annotations="*"

{
 "@odata.context": "[Organization Uri]/api/data/v9.2/$metadata#contacts(fullname,Contact_Tasks(subject,description,scheduledstart,scheduledend))/$entity",
 "@odata.etag": "W/\"72935689\"",
 "fullname": "Susie Curtis",
 "contactid": "2f28bcb4-bb27-ed11-9db1-002248274ada",
 "Contact_Tasks": [
   {
     "@odata.etag": "W/\"72935719\"",
     "subject": "Sign invoice",
     "description": "Invoice #12321",
     "scheduledstart@OData.Community.Display.V1.FormattedValue": "4/18/2023 1:00 PM",
     "scheduledstart": "2023-04-18T20:00:00Z",
     "scheduledend@OData.Community.Display.V1.FormattedValue": "4/18/2023 2:00 PM",
     "scheduledend": "2023-04-18T21:00:00Z",
     "activityid": "3028bcb4-bb27-ed11-9db1-002248274ada"
   },
   {
     "@odata.etag": "W/\"72935723\"",
     "subject": "Setup new display",
     "description": "Theme is - Spring is in the air",
     "scheduledstart@OData.Community.Display.V1.FormattedValue": "4/19/2023 1:00 PM",
     "scheduledstart": "2023-04-19T20:00:00Z",
     "scheduledend@OData.Community.Display.V1.FormattedValue": "4/19/2023 2:00 PM",
     "scheduledend": "2023-04-19T21:00:00Z",
     "activityid": "3128bcb4-bb27-ed11-9db1-002248274ada"
   },
   {
     "@odata.etag": "W/\"72935727\"",
     "subject": "Conduct training",
     "description": "Train team on making our new blended coffee",
     "scheduledstart@OData.Community.Display.V1.FormattedValue": "4/20/2023 1:00 PM",
     "scheduledstart": "2023-04-20T20:00:00Z",
     "scheduledend@OData.Community.Display.V1.FormattedValue": "4/20/2023 2:00 PM",
     "scheduledend": "2023-04-20T21:00:00Z",
     "activityid": "3228bcb4-bb27-ed11-9db1-002248274ada"
   }
 ]
}

    Console output:

    Contact 'Susie Curtis' has the following assigned tasks:
Subject: Sign invoice,
       Description: Invoice #12321
       Start: 4/18/2023 1:00 PM
       End: 4/18/2023 2:00 PM

Subject: Setup new display,
       Description: Theme is - Spring is in the air
       Start: 4/19/2023 1:00 PM
       End: 4/19/2023 2:00 PM

Subject: Conduct training,
       Description: Train team on making our new blended coffee
       Start: 4/20/2023 1:00 PM
       End: 4/20/2023 2:00 PM

Section 4: Associate and disassociate existing entities

This section demonstrates how to associate and disassociate existing table rows. Forming an association requires the use of a reference URI and relationship object, which are then sent in a POST request. Disassociating requires sending a DELETE request to the reference URI for that association. First a one-to-many association is formed between a contact and an account. Then a many-to-many association is formed between a competitor and one or more opportunities.

  1. Add Rafel Shillo as a contact to the account Fourth Coffee using the contact_customer_accounts collection-valued navigation property. Note the use of the special key @odata.id to specify the associated record.

    Request:

    POST [Organization Uri]/api/data/v9.2/accounts(2e28bcb4-bb27-ed11-9db1-002248274ada)/contact_customer_accounts/$ref HTTP/1.1
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

{
 "@odata.id": "[Organization Uri]/api/data/v9.2/contacts(0928bcb4-bb27-ed11-9db1-002248274ada)"
}

    Response:

    HTTP/1.1 204 NoContent
OData-Version: 4.0

  2. Confirm the previous operation by retrieving the collection of contacts for the account Fourth Coffee. The response contains the array with a single element, the recently assigned contact Rafel Shillo.

    Request:

    GET [Organization Uri]/api/data/v9.2/accounts(2e28bcb4-bb27-ed11-9db1-002248274ada)/contact_customer_accounts?$select=fullname,jobtitle HTTP/1.1
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

    Response:

    HTTP/1.1 200 OK
OData-Version: 4.0

{
 "@odata.context": "[Organization Uri]/api/data/v9.2/$metadata#contacts(fullname,jobtitle)",
 "value": [
   {
     "@odata.etag": "W/\"72935741\"",
     "fullname": "Rafel Shillo",
     "jobtitle": "Senior Developer",
     "contactid": "0928bcb4-bb27-ed11-9db1-002248274ada"
   }
 ]
}

    Console output:

    Contact list for account 'Fourth Coffee':
       Name: Rafel Shillo, Job title: Senior Developer

  3. Remove the association that was just created between account Fourth Coffee and contact Rafel Shillo.

    Request:

    DELETE [Organization Uri]/api/data/v9.2/accounts(2e28bcb4-bb27-ed11-9db1-002248274ada)/contact_customer_accounts(0928bcb4-bb27-ed11-9db1-002248274ada)/$ref HTTP/1.1
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

    Response:

    HTTP/1.1 204 NoContent
OData-Version: 4.0

  4. Create a security role named Example Security Role.

    Request:

    POST [Organization Uri]/api/data/v9.2/roles HTTP/1.1
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

{
 "businessunitid@odata.bind": "businessunits(38e0dbe4-131b-e111-ba7e-78e7d1620f5e)",
 "name": "Example Security Role"
}

    Response:

    HTTP/1.1 204 NoContent
OData-Version: 4.0
OData-EntityId: [Organization Uri]/api/data/v9.2/roles(e359feba-bb27-ed11-9db1-002248274ada)

  5. Associate the new security role to your systemuser record.

    Request:

    POST [Organization Uri]/api/data/v9.2/systemusers(4026be43-6b69-e111-8f65-78e7d1620f5e)/systemuserroles_association/$ref HTTP/1.1
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

{
 "@odata.id": "[Organization Uri]/api/data/v9.2/roles(e359feba-bb27-ed11-9db1-002248274ada)"
}

    Response:

    HTTP/1.1 204 NoContent
OData-Version: 4.0

    Console output:

    Security Role 'Example Security Role' associated with to your user account.

  6. Retrieve the Example Security Role using the systemuserroles_association many-to-many relationship:

    Request:

    GET [Organization Uri]/api/data/v9.2/systemusers(4026be43-6b69-e111-8f65-78e7d1620f5e)/systemuserroles_association?$select=name&$filter=roleid%20eq%20e359feba-bb27-ed11-9db1-002248274ada HTTP/1.1
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

    Response:

    HTTP/1.1 200 OK
OData-Version: 4.0

{
 "@odata.context": "[Organization Uri]/api/data/v9.2/$metadata#roles(name)",
 "value": [
   {
     "@odata.etag": "W/\"72935763\"",
     "name": "Example Security Role",
     "roleid": "e359feba-bb27-ed11-9db1-002248274ada"
   }
 ]
}

    Console output:

    Retrieved role: Example Security Role

  7. Dissociate the security role from the from your user record. Note again, that this has the same general syntax used to remove a one-to-many association.

    Request:

    DELETE [Organization Uri]/api/data/v9.2/systemusers(4026be43-6b69-e111-8f65-78e7d1620f5e)/systemuserroles_association(e359feba-bb27-ed11-9db1-002248274ada)/$ref HTTP/1.1
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

    Response:

    HTTP/1.1 204 NoContent
OData-Version: 4.0

Section 5: Delete table rows

  1. Each element of the collection of row URLs is deleted. The first is a contact record for Rafel Shillo.

    Request:

    DELETE [Organization Uri]/api/data/v9.2/contacts(0928bcb4-bb27-ed11-9db1-002248274ada) HTTP/1.1
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

    Response:

    HTTP/1.1 204 NoContent
OData-Version: 4.0

  2. Subsequent iterations through the collection delete the remaining records.

    Request:

    DELETE [Organization Uri]/api/data/v9.2/accounts(2728bcb4-bb27-ed11-9db1-002248274ada) HTTP/1.1
. . .  

DELETE [Organization Uri]/api/data/v9.2/accounts(2e28bcb4-bb27-ed11-9db1-002248274ada) HTTP/1.1 
. . .  

DELETE [Organization Uri]/api/data/v9.2/contacts(2f28bcb4-bb27-ed11-9db1-002248274ada) HTTP/1.1
. . .  

DELETE [Organization Uri]/api/data/v9.2/roles(e359feba-bb27-ed11-9db1-002248274ada) HTTP/1.1

See also

Use the Dataverse Web API
Create a table row using the Web API
Retrieve a table row using the Web API
Update and delete table rows using the Web API
Associate and disassociate table rows using the Web API
Web API Basic Operations Sample (C#)