Xrm.WebApi.online.execute (Client API reference)

Execute a single action, function, or CRUD operation.

Note

This method is supported only for the online mode (Xrm.WebApi.online).

Syntax

Xrm.WebApi.online.execute(request).then(successCallback, errorCallback);

Parameters

Name	Type	Required	Description
request	Object	Yes	Object that will be passed to the Web API endpoint to execute an action, function, or CRUD request. The object exposes a getMetadata method via its prototype that lets you define the metadata for the action, function or CRUD request you want to execute. See request.getMetadata method
successCallback	Function	No	A function to call when operation is executed successfully. See Return Value
errorCallback	Function	No	A function to call when the operation fails.

request.getMetadata method

The getMetadata method has the following parameters:

Name	Type	Required	Description
boundParameter	String	No	The name of the bound parameter for the action or function to execute. - Specify undefined if you are executing a CRUD request. - Specify null if the action or function to execute is not bound to any table. - Specify entity in case the action or function to execute is bound to a table.
operationName	String	No	Name of the action, function, or one of the following values if you are executing a CRUD request: Create, Retrieve, Update, or Delete.
operationType	Number	No	Indicates the type of operation you are executing; specify one of the following values: - 0: Action - 1: Function - 2: CRUD
parameterTypes	Object	Yes	The metadata for parameter types. The object has the following values: enumProperties : (Optional) Object. The metadata for enum types. The object has two string values: name and value structuralProperty : Number. The category of the parameter type. Specify one of the following values: - 0: Unknown - 1: PrimitiveType - 2: ComplexType - 3: EnumerationType - 4: Collection - 5: EntityType typeName : String. The fully qualified name of the parameter type.

Return Value

On success, returns a promise object to the successCallback with the following properties:

Name	Type	Description
body(Deprecated)	Object	Response body.
headers	Object	Response headers.
ok	Boolean	Indicates whether the request was successful.
status	Number	Numeric value in the response status code. For example: 200
statusText	String	Description of the response status code. For example: OK
type(Deprecated)	String	Response type. Values are: the empty string (default), arraybuffer, blob, document, json, and text.
url	String	Request URL of the action, function, or CRUD request that was sent to the Web API endpoint.
json	Promise	Parameter to the callback delegate is of type any (JSON object).
text	Promise	Parameter to the callback delegate is a String.

Examples

Find these examples below:

• Execute an action
• Execute a function
• Create a record
• Retrieve a record
• Update a record
• Delete a record
• Associate a record
• Disassociate a record

Tip

You can use the Dataverse REST Builder to generate JavaScript code that uses the Xrm.WebApi.online.execute method.

Execute an action

The following example demonstrates how to execute the WinOpportunity action found in the Dynamics 365 for Sales solution. The request object is created based on the action definition here: Unbound actions

var Sdk = window.Sdk || {};
/**
 * Request to win an opportunity
 * @param {Object} opportunityClose - The opportunity close activity associated with this state change.
 * @param {number} status - Status of the opportunity.
 */
Sdk.WinOpportunityRequest = function(opportunityClose, status) {
    this.OpportunityClose = opportunityClose;
    this.Status = status;
};

// NOTE: The getMetadata property should be attached to the function prototype instead of the
// function object itself.
Sdk.WinOpportunityRequest.prototype.getMetadata = function () {
    return {
        boundParameter: null,
        parameterTypes: {
            "OpportunityClose": {
                "typeName": "mscrm.opportunityclose",
                "structuralProperty": 5 // Entity Type
            },
            "Status": {
                "typeName": "Edm.Int32",
                "structuralProperty": 1 // Primitive Type
            }
        },
        operationType: 0, // This is an action. Use '1' for functions and '2' for CRUD
        operationName: "WinOpportunity",
    };
};

var opportunityClose = {
    "opportunityid@odata.bind": "/opportunities(c60e0283-5bf2-e311-945f-6c3be5a8dd64)",
    "description": "Product and maintenance for 2018",
    "subject": "Contract for 2018"
}

// Construct a request object from the metadata
var winOpportunityRequest = new Sdk.WinOpportunityRequest(opportunityClose, 3);

// Use the request object to execute the function
Xrm.WebApi.online.execute(winOpportunityRequest).then(function (response) {
    if (response.ok) {
        console.log("Status: %s %s", response.status, response.statusText);
        // The WinOpportunityRequest does not return any response body content. So we
        // need not access the response.json() property.

        // Perform other operations as required.
    }
})
.catch(function(error) {
    console.log(error.message);
    // handle error conditions
});

Execute a function

The following example demonstrates how to execute the WhoAmI function:

var Sdk = window.Sdk || {};
/**
 * Request to execute WhoAmI function
 */
Sdk.WhoAmIRequest = function () { };

// NOTE: The getMetadata property should be attached to the function prototype instead of the
//       function object itself.
Sdk.WhoAmIRequest.prototype.getMetadata = function () {
    return {
        boundParameter: null,
        parameterTypes: {},
        operationType: 1, // This is a function. Use '0' for actions and '2' for CRUD
        operationName: "WhoAmI",
    };
};

// Construct a request object from the metadata
var whoAmIRequest = new Sdk.WhoAmIRequest();

// Use the request object to execute the function
Xrm.WebApi.online.execute(whoAmIRequest)
.then(function (response) {
    if (response.ok) {
        console.log("Status: %s %s", response.status, response.statusText);

        // Use response.json() to access the content of the response body.
        return response.json();
    }
}
)
.then(function (responseBody) {
    console.log("User Id: %s", responseBody.UserId);
    // perform other operations as required;
})
.catch(function (error) {
    console.log(error.message);
    // handle error conditions
});

The following example demonstrates how to execute the CalculateRollupField function:

var Sdk = window.Sdk || {};

Sdk.CalculateRollupFieldRequest = function(target, fieldName) {
    this.Target = target;
    this.FieldName = fieldName;
};

// NOTE: The getMetadata property should be attached to the function prototype instead of the
//       function object itself.
Sdk.CalculateRollupFieldRequest.prototype.getMetadata = function() {
    return {
        boundParameter: null,
        parameterTypes: {
            "Target": {
                "typeName": "mscrm.crmbaseentity",
                "structuralProperty": 5
            },
            "FieldName": {
                "typeName": "Edm.String",
                "structuralProperty": 1
            }
        },
        operationType: 1, // This is a function. Use '0' for actions and '2' for CRUD
        operationName: "CalculateRollupField"
    };
};

// Create variables to point to a quote record and to a specific column
var quoteId = {
    "@odata.type": "Microsoft.Dynamics.CRM.quote",
    "quoteid": "7bb01e55-2394-ea11-a811-000d3ad97943"
};

// The roll-up column for which we want to force a re-calculation
var fieldName = "new_test_rollup";

// Create variable calculateRollupFieldRequest and pass those variables created above
var calculateRollupFieldRequest = new Sdk.CalculateRollupFieldRequest(quoteId, fieldName);

// Use the request object to execute the function
Xrm.WebApi.online.execute(calculateRollupFieldRequest)
.then(function(response) {
    if (response.ok) { // If a response was received.
        console.log("Status: %s %s", response.status, response.statusText);

        // Use response.json() to access the content of the response body.
        return response.json();
    }
})
.then(function(responseBody) { 
    //Do something with the response
    console.log("The response is: %s", responseBody);
})
.catch(function(error) {
    console.log(error.message);
    // handle error conditions
});

The following example demonstrates how to execute the RetrieveDuplicates function:

var Sdk = window.Sdk || {};

Sdk.RetrieveDuplicatesRequest = function(businessEntity, matchingEntityName, pagingInfo) {
    this.BusinessEntity = businessEntity;
    this.MatchingEntityName = matchingEntityName;
    this.PagingInfo = pagingInfo;

};

// NOTE: The getMetadata property should be attached to the function prototype instead of the
// function object itself.
Sdk.RetrieveDuplicatesRequest.prototype.getMetadata = function() {
    return {
        boundParameter: null,
        parameterTypes: {
            "BusinessEntity": {
                "typeName": "mscrm.crmbaseentity",
                "structuralProperty": 5 // Entity Type
            },
            "MatchingEntityName": {
                "typeName": "Edm.String",
                "structuralProperty": 1 // Primitive Type
            },
            "PagingInfo": {
                "typeName:": "mscrm.PagingInfo", // Complex Type
                "structuralProperty": 5
            }
        },
        operationType: 1, // This is a function. Use '0' for actions and '2' for CRUD
        operationName: "RetrieveDuplicates",
    };
};

// Create a variable to point to a contact record and with specific data in the needed columns
var contactRecord = {
    "@odata.type": "Microsoft.Dynamics.CRM.contact",
    "firstname": "Test",
    "lastname": "Account"
};

// Create a paging object to keep track of the current page and how many records we get per page
var pagingInfo = {
    "PageNumber": 1,
    "Count": 10
};

// Create the variable retrieveDuplicatesRequest to build the request
var retrieveDuplicatesRequest = new Sdk.RetrieveDuplicatesRequest(contactRecord, "contact", pagingInfo);

// Use the request object to execute the function
Xrm.WebApi.online.execute(retrieveDuplicatesRequest)
.then(function (response) {
    if (response.ok) {
        console.log("Status: %s %s", response.status, response.statusText);

        // Use response.json() to access the content of the response body.
        return response.json();
    }
})
.then(function(responseBody) { 
    // Do something with the response
    console.log("The response is: %s", responseBody);
})
.catch(function(error) {
    console.log(error.message);
    // handle error conditions
});

The following example demonstrates how to execute the InitializeFrom function:

var Sdk = window.Sdk || {};

Sdk.InitializeFromRequest = function (
  entityMoniker,
  targetEntityName,
  targetFieldType
) {
  this.EntityMoniker = entityMoniker;
  this.TargetEntityName = targetEntityName;
  this.TargetFieldType = targetFieldType;
};

// NOTE: The getMetadata property should be attached to the function prototype instead of the
// function object itself.
Sdk.InitializeFromRequest.prototype.getMetadata = function () {
  return {
    boundParameter: null,
    parameterTypes: {
      EntityMoniker: {
        typeName: "mscrm.crmbaseentity",
        structuralProperty: 5, //Entity Type
      },
      TargetEntityName: {
        typeName: "Edm.String",
        structuralProperty: 1, // PrimitiveType
      },
      TargetFieldType: {
        typeName: "Microsoft.Dynamics.CRM.TargetFieldType",
        structuralProperty: 3, // Enum Type
        enumProperties: [
          {
            name: "All",
            value: 0,
          },
          {
            name: "ValidForCreate",
            value: 1,
          },
          {
            name: "ValidForUpdate",
            value: 2,
          },
          {
            name: "ValidForRead",
            value: 3,
          },
        ],
      },
    },
    operationType: 1, // This is a function. Use '0' for actions and '2' for CRUD
    operationName: "InitializeFrom",
  };
};

// Create a variable to point to tje parent account record
var parentAccountRecord = {
  "@odata.type": "Microsoft.Dynamics.CRM.account",
  accountid: "141da047-eaad-eb11-b1b4-000d3ac581a0",
};

// Create a variable for the target entity name
var targetEntityName = "account";

// Create a variable for the target field type
var targetFieldType = 0;

// Build the request
var initializeFromRequest = new Sdk.InitializeFromRequest(
  parentAccountRecord,
  targetEntityName,
  targetFieldType
);

// Execute the request
Xrm.WebApi.online.execute(initializeFromRequest)
.then(function (response) {
    if (response.ok) {
        console.log("Status: %s %s", response.status, response.statusText);

        // Use response.json() to access the content of the response body.
        return response.json();
    }
})
.then(function(responseBody) { 
    // Do something with the response
    console.log("The response is: %s", responseBody);
})
.catch(function(error) {
    console.log(error.message);
    // handle error conditions
});

Perform CRUD operations

Create a record

The following example demonstrates how to perform a create operation.

var Sdk = window.Sdk || {};

/**
 * Request to execute a create operation
 */
Sdk.CreateRequest = function(entityName, payload) {
    this.etn = entityName;
    this.payload = payload;
};

// NOTE: The getMetadata property should be attached to the function prototype instead of the
// function object itself.
Sdk.CreateRequest.prototype.getMetadata = function () {
    return {
        boundParameter: null,
        parameterTypes: {},
        operationType: 2, // This is a CRUD operation. Use '0' for actions and '1' for functions
        operationName: "Create",
    };
};
// Construct a request object from the metadata
var payload = {
    name: "Fabrikam Inc."
};
var createRequest = new Sdk.CreateRequest("account", payload);

// Use the request object to execute the function
Xrm.WebApi.online.execute(createRequest)
.then(function (response) {
    if (response.ok) {
        console.log("Status: %s %s", response.status, response.statusText);
        
        // The Create request does not return any response body content. So we
        // need not access the response.json() property.

        // Perform other operations as required.
    }
})
.catch(function(error) {
    console.log(error.message);
    // handle error conditions
});

Retrieve a record

The following example demonstrates how to perform a retrieve operation.

var Sdk = window.Sdk || {};

/**
 * Request to execute a retrieve operation
 */
Sdk.RetrieveRequest = function(entityReference, columns) {
    this.entityReference = entityReference;
    this.columns = columns;
};
// NOTE: The getMetadata property should be attached to the function prototype instead of the
// function object itself.
Sdk.RetrieveRequest.prototype.getMetadata = function () {
    return {
        boundParameter: null,
        parameterTypes: {},
        operationType: 2, // This is a CRUD operation. Use '0' for actions and '1' for functions
        operationName: "Retrieve",
    };
};

// Construct request object from the metadata
var entityReference = {
    entityType: "account",
    id: "d2b6c3f8-b0fa-e911-a812-000d3a59fa22"
};
var retrieveRequest = new Sdk.RetrieveRequest(entityReference, ["name"]);

// Use the request object to execute the function
Xrm.WebApi.online.execute(retrieveRequest)
.then(function (response) {
    if (response.ok) {
        console.log("Status: %s %s", response.status, response.statusText);

        // Use response.json() to access the content of the response body.
        return response.json();
    }
})
.then(function(responseBody) {
    console.log("Name: %s", responseBody.name);
    
    // perform other operations as required;
})
.catch(function(error) {
    console.log(error.message);
    // handle error conditions
});

Update a record

The following example demonstrates how to perform a update operation.

var Sdk = window.Sdk || {};


/**
 * Request to execute an update operation
 */
Sdk.UpdateRequest = function(entityName, entityId, payload) {
    this.etn = entityName;
    this.id = entityId;
    this.payload = payload;
};

// NOTE: The getMetadata property should be attached to the function prototype instead of the
// function object itself.
Sdk.UpdateRequest.prototype.getMetadata = function () {
    return {
        boundParameter: null,
        parameterTypes: {},
        operationType: 2, // This is a CRUD operation. Use '0' for actions and '1' for functions
        operationName: "Update",
    };
};

// Construct a request object from the metadata
var payload = {
    name: "Updated Sample Account"
};
var updateRequest = new Sdk.UpdateRequest("account", "d2b6c3f8-b0fa-e911-a812-000d3a59fa22", payload);

// Use the request object to execute the function
Xrm.WebApi.online.execute(updateRequest)
.then(function (response) {
    if (response.ok) {
        console.log("Status: %s %s", response.status, response.statusText);

        // The Update request does not return any response body content. So we
        // need not access the response.json() property.
        
        // perform other operations as required;
    }
})
.catch(function(error) {
    console.log(error.message);
    // handle error conditions
});

Delete a record

The following example demonstrates how to perform a delete operation.

var Sdk = window.Sdk || {};

/**
 * Request to execute a delete operation
 */
Sdk.DeleteRequest = function(entityReference) {
    this.entityReference = entityReference;
};

// NOTE: The getMetadata property should be attached to the function prototype instead of the
// function object itself.
Sdk.DeleteRequest.prototype.getMetadata = function () {
        return {
            boundParameter: null,
            parameterTypes: {},
            operationType: 2, // This is a CRUD operation. Use '0' for actions and '1' for functions
            operationName: "Delete",
        };
    };
};
};

// Construct request object from the metadata
var entityReference = {
    entityType: "account",
    id: "d2b6c3f8-b0fa-e911-a812-000d3a59fa22"
};
var deleteRequest = new Sdk.DeleteRequest(entityReference);

// Use the request object to execute the function
Xrm.WebApi.online.execute(deleteRequest)
.then(function(response) {
    if (response.ok) {
        console.log("Status: %s %s", response.status, response.statusText);
        
        // The Delete request does not return any response body content. So we
        // need not access the response.json() property.

        // perform other operations as required;
    }
})
.catch(function(error) {
    console.log(error.message);
    // handle error conditions
});

Associate a record

The following code sample demonstrates how to perform an Associate operation on collection-valued navigation properties (One-To-Many and Many-To-Many relationships). For single-valued navigation properties (Many-To-One relationships a.k.a Lookup columns), you can perform an Update operation as shown above or use Xrm.WebApi.updateRecord.

var Sdk = window.Sdk || {};

/*
 * Request to execute an Associate operation.
 */
Sdk.AssociateRequest = function(target, relatedEntities, relationship) {
    this.target = target;
    this.relatedEntities = relatedEntities;
    this.relationship = relationship;
};

// NOTE: The getMetadata property should be attached to the function prototype instead of the
// function object itself.
Sdk.AssociateRequest.prototype.getMetadata = function() {
    return {
        boundParameter: null,
        parameterTypes: {},
        operationType: 2, // Associate and Disassociate fall under the CRUD umbrella
        operationName: "Associate"
    }
};

// Construct the target EntityReference object
var target = {
    entityType: "account",
    id: "0b4abc7d-7619-eb11-8dff-000d3ac5c7f9"
};

// Construct the related EntityReferences that the Target will be associated with.
var relatedEntities = [
    {
        entityType: "contact",
        id: "180a9aad-7619-eb11-8dff-000d3ac5c7f9"
    },
    {
        entityType: "contact",
        id: "753c58b4-7619-eb11-8dff-000d3ac5c7f9"
    }
];

// The name of the existing relationship to associate on.
var relationship = "new_account_contact";

var manyToManyAssociateRequest = new Sdk.AssociateRequest(target, relatedEntities, relationship)

Xrm.WebApi.online.execute(manyToManyAssociateRequest)
.then(function(response) {
    if (response.ok) {
        console.log("Status: %s %s", response.status, response.statusText);

        // The Associate request does not return any response body content. So we
        // need not access the response.json() property.

        // perform other operations as required;
    }
})
.catch(function(error) {
    console.log(error.message);
    // handle error conditions
});

Disassociate a record

The following code sample demonstrates how to perform a Disassociate operation on collection-valued navigation properties (One-To-Many and Many-To-Many relationships). For single-valued navigation properties (Many-To-One relationships a.k.a Lookup columns), you can perform an Update operation as shown above or use Xrm.WebApi.updateRecord.

Note

Unlike the Associate operation which allows associating the target entity record with multiple related entity records in a single operation, the Disassociate operation is limited to only disassociating one entity record from the target entity record per operation.

var Sdk = window.Sdk || {};

/*
 * Request to execute a Disassociate operation.
 */
Sdk.DisassociateRequest = function(target, relatedEntityId, relationship) {
    this.target = target;
    this.relatedEntityId = relatedEntityId;
    this.relationship = relationship;
};

// NOTE: The getMetadata property should be attached to the function prototype instead of the
// function object itself.
Sdk.DisassociateRequest.prototype.getMetadata = function() {
    return {
        boundParameter: null,
        parameterTypes: {},
        operationType: 2, // Associate and Disassociate fall under the CRUD umbrella
        operationName: "Disassociate"
    }
};

// Construct the target EntityReference object
var target = {
    entityType: "account",
    id: "0b4abc7d-7619-eb11-8dff-000d3ac5c7f9"
};

// The GUID of the related entity record to disassociate.
var relatedEntityId = "180a9aad-7619-eb11-8dff-000d3ac5c7f9";

// The name of the existing relationship to disassociate from.
var relationship = "new_account_contact";

var manyToManyDisassociateRequest = new Sdk.DisassociateRequest(target, relatedEntityId, relationship)

Xrm.WebApi.online.execute(manyToManyDisassociateRequest)
.then(function(response) {
    if (response.ok) {
        console.log("Status: %s %s", response.status, response.statusText);

        // The Disassociate request does not return any response body content. So we
        // need not access the response.json() property.

        // perform other operations as required;
    }
})
.catch(function(error) {
    console.log(error.message);
    // handle error conditions
});

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