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Retrieve N:N Relationship Records using CrmFetchKit

13 Dec

Introduction

CrmFetchKit is a Cross Browser library that allows the execution of fecthXml queries via JavaScript for Dynamics CRM 2011 and CRM 2013 (using the new WCF Endpoints).

Background

In one of my recent projects, the requirement was to retrieve all Contacts present in a Campaign and to display all those in a Grid onload of Campaign record. As this process would fetch many records, so it should be Asynchronous.

Steps

Here are the steps how to use CrmFetchKit for retrieving records.

Step:1 Get the fetchXml using Advanced Find in Crm.

In my case, I used Advanced Find on Account Entity. Download the fecthXml and save it. It will be like below.

<?xml version="1.0"?>
<fetch distinct="true" mapping="logical" output-format="xml-platform" version="1.0"> 
    <entity name="contact"> 
        <attribute name="contactid"/>
        <attribute name="ownerid"/>
        <attribute name="fullname"/>
        <attribute name="lastname"/>
        <attribute name="telephone2"/>
        <attribute name="firstname"/>
        <attribute name="emailaddress1"/>
        <attribute name="createdon"/>
        <attribute name="new_city"/> 
        <order descending="false" attribute="ownerid"/> 
        <link-entity name="new_campaign_contact" intersect="true" visible="false" to="contactid" from="contactid"> 
        <link-entity name="campaign" to="campaignid" from="campaignid" alias="ab"> 
            <filter type="and">
                <condition attribute="campaignid" value="  campaignId  " uitype="campaign" 
 value="{8BE16D9E-8A7A-E211-B46D-00155D641D0E}"  operator="eq"/> 
            </filter> 
        </link-entity>
        </link-entity>
    </entity> 
</fetch>

Step:2 Add reference of fecthKit in the page where you are going to retrieve records.

<script src="../Scripts/jquery.1.7.1.min.js" type="text/javascript"></script>
<script src="../Scripts/CrmFetchKit.js" type="text/javascript"></script>

NB:The jQuery sholud be jquery.1.7.1.min.js (or higher).

Step:3 Add the code for retrieving Contacts present in a Campaign.

var contactData;
var campaignId;

campaignId = parent.Xrm.Page.data.entity.getId();

if(campaignId != null && campaignId != undefined)
{
    var fecthXMLForContact = '<fetch distinct="true" mapping="logical" output-format="xml-platform" version="1.0">'+
                             '<entity name="contact"> <attribute name="contactid"> <attribute name="ownerid">' +
                             '<attribute name="fullname"> <attribute name="lastname">' +
                             '<attribute name="telephone2"> <attribute name="firstname">' +
                             '<attribute name="emailaddress1"> <attribute name="createdon"> <attribute name="new_city">' +
                             '<order descending="false" attribute="ownerid">' +
                             '<link-entity name="new_campaign_contact" intersect="true" visible="false" to="contactid"   from="contactid">' +
                             '<link-entity name="campaign" to="campaignid" from="campaignid" alias="ab">' +
                             '<filter type="and"> <condition attribute="campaignid" value="' + campaignId + '" uitype="campaign" operator="eq">' +
                             '</condition></filter> </link-entity> </link-entity>' +
                             '</order></attribute></attribute></attribute></attribute></attribute>' +
                             '</attribute></attribute></attribute></attribute></entity> </fetch>';

     CrmFetchKit.Fetch(fecthXMLForContact).fail(function (xhr, status, errorThrown) {
         // get the error-message
         var msg = $(xhr.responseXML).find('Message').text();
         alert('Error occured: ' + msg);
     })
     .done(function (resultsContact) {
         contact = true;
         contactData = resultsContact;                
     });
}

In fetchXml, replace value of CampaignId with the Campaign Id for which you need to retrieve records.
The variable contactData will contain all records present in Campaign.
Here you are done!!!

By Gitanjali
Senior Software Engineer @Team DynamicsCRM.
Mindfire Solutions

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