Retrieving records from CRM entities to an external html page using JavaScript Jquery

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Posted on by Community Member

Hello,

Suppose I need to retrieve records from a CRM entity named Contact to an external page. I have been reading bunch of reference material but they're very confusing as I'm not very experienced at this. Can anyone show me how please?

Can I do something like this?

$.ajax({
        type: "GET",
        dataType: "json",
	crossDomain: true,
        url: 'what do I put here?'
        success: function(data) {
	    console.log(JSON.stringify(data))		
        },
        error: function(e){
            console.log(e);
        }
    });


Thank you!

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Answers (2)

Verified answer

Aric Levin - MVP 30,188 Moderator on at

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RE: Retrieving records from CRM entities to an external html page using JavaScript Jquery

You can probably see it because you are already authenticated against CRM (whether in another browser window, cached or a token/refresh token). You should not be able to see anything if you are externally accessing CRM, and none of your browser windows are authenticated.
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RE: Retrieving records from CRM entities to an external html page using JavaScript Jquery

Nope. One more question, there is a CRMWebAPIMetadata.js in David's CRMWebAPI Tools. Since I can see all the data in each field by directly using this link on a browser h.ttp://hosturl/OrgName/api/data/v8.1/entityname Can I some how extract the data from that link with David's CRMWebAPIMetadata.js without authentication?

Thank you!
Verified answer

Aric Levin - MVP 30,188 Moderator on at

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RE: Retrieving records from CRM entities to an external html page using JavaScript Jquery

I think you would have to familiarize yourself with Azure on how to get the Authentication Token.

See the following post as a starting point.

docs.microsoft.com/.../active-directory-protocols-oauth-code

I will look and see if I have something that I can give you.

Is your external page ASP.NET or MVC by any chance?
Community Member on at

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RE: Retrieving records from CRM entities to an external html page using JavaScript Jquery

Right now my external html page is just on my local drive. I tried looking at David Yack's CRMWebAPI Tools, but I can't figure out how to use them.

In David's usage example,

var apiconfig = { APIUrl: 'https://orgname.crm.dynamics.com/api/data/v8.0/', AccessToken: "<accesstoken>" }; var crmAPI = new CRMWebAPI(apiconfig);

Where do I get the access token? Can you elaborate on how I can "authenticate against CRM"?

Thank you!
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RE: Retrieving records from CRM entities to an external html page using JavaScript Jquery

I'm using javascript to connect from my html page
Suggested answer

Aric Levin - MVP 30,188 Moderator on at

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RE: Retrieving records from CRM entities to an external html page using JavaScript Jquery

You need to get an authentication token, and pass the token as part of the request header:

req.setRequestHeader("Authorization", "Bearer: " + token);

To get the token you need to authenticate against CRM.

Not sure where you app is hosted, but you will need to redirect to CRM to authentication, or create an Azure app to handle the authentication and use delegation with CRM.

I would try checking out the CRMWebAPI Tools by David Yack:

github.com/.../Xrm.Tools.CRMWebAPI

Tools contain an Authentication library that you can use to Authenticate against CRM using External Sources.

Hope this helps.
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Rawish Kumar 13,758 on at

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RE: Retrieving records from CRM entities to an external html page using JavaScript Jquery

than it will be just : /api/data/v8.1/contacts?$select=firstname,lastname,address1,address2 etc.

and for authentication - please tell me how are you connecting to CRM from your webpage? javascirpt or C#?
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RE: Retrieving records from CRM entities to an external html page using JavaScript Jquery

I just want the first name, last name and address of the records in Contact entity.

From your above example, how do I pass authentication? since i'm accessing from an external html page.
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Rawish Kumar 13,758 on at

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RE: Retrieving records from CRM entities to an external html page using JavaScript Jquery

it would be good if you start with CRM webapi - it should be quick and easy.

Basically if you need retrieve contacts and select some field from it you would do it like below :

var req = new XMLHttpRequest();

req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.1/contacts?$select=fullname,jobtitle", true);

req.setRequestHeader("OData-MaxVersion", "4.0");

req.setRequestHeader("OData-Version", "4.0");

req.setRequestHeader("Accept", "application/json");

req.setRequestHeader("Content-Type", "application/json; charset=utf-8");

req.setRequestHeader("Prefer", "odata.include-annotations=\"*\"");

req.onreadystatechange = function() {

if (this.readyState === 4) {

req.onreadystatechange = null;

if (this.status === 200) {

var results = JSON.parse(this.response);

for (var i = 0; i < results.value.length; i++) {

var fullname = results.value[i]["fullname"];

var jobtitle = results.value[i]["jobtitle"];

}

} else {

Xrm.Utility.alertDialog(this.statusText);

}

}

};

req.send();

you can tell me what exactly the data you need from CRM , the exact criteria , i will help you with the script.

mark my answer a verified if helpful.
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Rawish Kumar 13,758 on at

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RE: Retrieving records from CRM entities to an external html page using JavaScript Jquery

it would be :

http://hosturl/OrgName/api/data/v8.1/entityname