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How to patch entity with Customer data type using Web API

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Posted on by Benjamin Fallar III

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Hi,

In Dynamics CRM 365 web api, how to perform a PATCH operation if the attribute is Customer data type.

For example, in our custom entity, we have a custom attribute called mli_customerid and it's data type is Customer

We wanted to update/patch this field using web API.

Please advise.

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cloflyMao 25,198 on at

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RE: How to patch entity with Customer data type using Web API

Hi Benjamin,

The format shall be schema name + _contact@odata.bind, I tested it in Postman with another custom entity.

Please let me know whether it could work for you. :)

Regards,

Clofly
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Pankaj Gogoi 3,177 on at

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RE: How to patch entity with Customer data type using Web API

mli_customerid@odata.bind:"/contacts("guid")" or _mli_customerid_value@odata.bind:"/contacts("guid")"

Please try the above and see if it works.

As been stated above, please use the schema name of your field.

Best Regards

PG
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cloflyMao 25,198 on at

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RE: How to patch entity with Customer data type using Web API

Hi Benjamin,

It seems that the field is from a custom entity called "financial account", right?

The sample I give is based on customer field of OOB Case entity, hence the error occurred: the property is not correct to update the customer field of your own custom entity.

Please replace it with schema name of your customer field,

"new_Account_contact@odata.bind": "/contacts(DFE54660-37CD-E511-80DE-6C3BE5A831DC)"

I created a custom entity called "financial account", then update an existing record by using above format expression and it works.

If it still not works, you can use CRM Rest Builder to get the correct property value.

Regards,

Clofly
Benjamin Fallar III 245 on at

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RE: How to patch entity with Customer data type using Web API

Yes, that's what my initial BODY was and here is the error

"message": "An undeclared property 'mli_customerid' which only has property annotations in the payload but no property value was found in the payload. In OData, only declared navigation properties and declared named streams can be represented as properties without values.",
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cloflyMao 25,198 on at

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RE: How to patch entity with Customer data type using Web API

Hi Benjamin,

In Postman, the format shall be below:

"mli_customerid@odata.bind": "/contacts(DFE54660-37CD-E511-80DE-6C3BE5A831DC)"

From posted screenshot of question of user, we can see it used above format to update the lookup/partylist field.

https://community.dynamics.com/365/f/dynamics-365-general-forum/399201/deep-insert-custom-entities-1-n-relationship-odata-api

Regards,

Clofly
Benjamin Fallar III 245 on at

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RE: How to patch entity with Customer data type using Web API

Ok, yes I saw those samples in JScript, but if I'm using Postman to PATCH a request, what or how the format for the BODY?
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Pankaj Gogoi 3,177 on at

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RE: How to patch entity with Customer data type using Web API

Hello,

You can try the below code.

JSONCustomEntity["mli_customerid@odata.bind"] = "/contacts(DFE54660-37CD-E511-80DE-6C3BE5A831DC)" //Contact //In case of Account JSONCustomEntity["mli_customerid@odata.bind"] = "/accounts(DFE54660-37CD-E511-80DE-6C3BE5A831DC)" //Account

ref: https://www.inogic.com/blog/2016/02/set-values-of-all-data-types-using-web-api-in-dynamics-crm/

Best Regards

PG