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Customer experience | Sales, Customer Insights,...
Suggested answer

How to populate data from CRM to HTML page

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I have one entity Student with field name as Name, Age, Id etc. in CRM.

Now I have created a custom HTML page, where I have dropdown for Student name.

So please tell me how can I fetch the Student name from the CRM and show it in the dropdown.

I have went through lot of resources, but had no luck. Kindly help me in this.

You can help me with some demo codes as well, that will be really very helpful.

Thanks in advance

I have the same question (0)
  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at
    RE: How to populate data from CRM to HTML page

    Hello,

    You should use WebApi to query the data - docs.microsoft.com/.../query-data-web-api

    In order to build queries in an easier way, you can use DataVerse RestBuilder - github.com/.../DRB

  • Suggested answer
    Abdul Wahab Profile Picture
    12,119 Moderator on at
    RE: How to populate data from CRM to HTML page

    Hi sillydeveloper,

    It is better to show them as a lookup by using below similar code

    HTML

    <br><br>
    <div id="Update" style="color:brown">
    Record 1 (Update) : Source Fund : <input type="text" id="sourceFundName" readonly=""><input type="button" onclick="showFundLookupDialog()" id="btnFund" value="Select"><input type="text" id="sourceFundId" hidden="">
    <!--Source Amount (Inc GST) : <input type="text" id="sourceAmountIcludingGST" readonly=""><input type="number" id="P_SourceAmountIcludingGST" value="100" readonly="" hidden="">-->
    <label for="sourceAmountIcludingGST" id="sourceAmountIcludingGSTId">% of Source Amount (Inc GST) :</label>
    <input type="text" id="sourceAmountIcludingGST" readonly="" hidden=""><input type="number" id="P_SourceAmountIcludingGST" value="100" readonly="">
    </div>

    JS

    function showFundLookupDialog() {
    try {
    var lookupParameters = {};
    lookupParameters.entityTypes = ["ecs_fund"];
    lookupParameters.defaultEntityType = "ecs_fund";
    lookupParameters.defaultViewId = "{F0B85996-2784-4511-BFE2-3BBE840F609E}";
    lookupParameters.allowMultiSelect = false;
    lookupParameters.disableMru = true;
    parent.Xrm.Utility.lookupObjects(lookupParameters).then(DisplaySelectedFund, null);
    } catch (e) {
    alert("Error in showFundLookupDialog1: " + e.messagee);
    }
    }

    You can still use dropdown by following the below similar code

    HTML:

    <div class='col'>
    <label class="lbl">Campaign</label>
    <select style="font-weight:500; background-color: antiquewhite;" class='form-select' id='originalCampaign' onchange="OnchangeCampaign('originalCampaign')"></select>
    </div>

    JS

    function RetrieveDropdowns() {
    try {

    //Retrieve Active Campaigns
    var fetchXmlCampaign = [
    "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>",
    " <entity name='campaign'>",
    " <attribute name='campaignid'/>",
    " <attribute name='name'/>",
    " <order attribute='name' descending='false'/>",
    " <filter type='and'>",
    " <condition attribute='statecode' operator = 'eq' value = '0' />",
    " </filter>",
    " </entity>",
    "</fetch>"
    ].join("");
    RetrievewithResults("campaigns", fetchXmlCampaign, "Results1");
    } catch (e) {
    alert("Error in retrieveDonationDetail: " + e.messagee);
    }
    return true;
    }

    function Dropdowns() {
    try {

    document.getElementById("originalCampaign").innerHTML = "";
    campaign: globalVariables.Results[0]["_maa_campaign_value"],

    optionsetValues.campaignId = globalVariables.Results1[k]["campaignid"];
    optionsetValues.campaignName = globalVariables.Results1[k]["name"];
    document.getElementById("originalCampaign").innerHTML += "<option value='" + optionsetValues.campaignId + "'> " + optionsetValues.campaignName + "</option></select>";

    document.getElementById("originalCampaign").value = orgvalues.campaign;

    document.getElementById("OptionsetCampaign" + a).value = orgvalues.campaign;

    } catch (e) {
    alert("Error in Dropdown: " + e.messagee);
    }
    }

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