For example, when we open any account form (assume Microsoft Corporation), is there any way to store data specific to user at CRM level using javascript and retrieve the same data from XRM sdk?
*This post is locked for comments
Hi Francesco,
It worked and solved my issue. Just want to know, whether we can create new property for object in below code(i added property test with some value):
var body = JSON.stringify({
"name": "Sample Account",
"creditonhold": false,
"address1_latitude": 47.639583,
"description": "This is the description of the sample account",
"revenue": 5000000,
"accountcategorycode": 1,
"test": true
});
When i tried like this, while reading data, it says unable to read "test" property. Does this support only some properties which are supported by CRM ?
Yes. Setup a CRM entity/field for storing the data and then use the CRM SDK Web API Javascript to interact with it.
Don't know exactly what kind of data you are talking about here, but you can always create a custom entity, which every user will only have access if he/she is an owner. Now simply store the user specific information in that entity and retrieve objects of this entity using WebAPI
Hi Dinesh ,
this is the more specific content for your needs:
Please let me know if you solve.
If you found the answer helpful, please mark as Verified
Join my network on LinkedIn Follow me on Twitter
Thank You & Best Regards
Francesco Picchi
Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY
Independent Contractor
Mohamed Amine Mahmoudi
83
Super User 2025 Season 1
Community Member
54
Victor Onyebuchi
6