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Microsoft Dynamics CRM (Archived)

How to store data specific to user at CRM level using Javascript

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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?

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  • Community Member Profile Picture
    on at
    RE: How to store data specific to user at CRM level using Javascript

    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 ?

  • Suggested answer
    Frank Lee Profile Picture
    4,617 on at
    RE: How to store data specific to user at CRM level using Javascript

    Yes.  Setup a CRM entity/field for storing the data and then use the CRM SDK Web API Javascript to interact with it.

    msdn.microsoft.com/.../gg334279.aspx

  • Suggested answer
    tw0sh3ds Profile Picture
    5,600 on at
    RE: How to store data specific to user at CRM level using Javascript

    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

  • Verified answer
    Community Member Profile Picture
    on at
    RE: How to store data specific to user at CRM level using Javascript

    Hi Dinesh ,

    this is the more specific content for your needs:

    https://community.dynamics.com/crm/b/scaleablesolutionsblog/archive/2016/01/18/crud-operations-using-web-api

    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

    http://www.francescopicchi.com

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