When to switch to Xrm development?

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I have a custom solution I am preparing for a client. I have custom entities that are to be used by various existing Entities. When the custom entity's status is changed, I want it to create a History Record (another of my custom entities) marking the change in status. I have created my .js library of functions and am using it for setting defaults, etc. However, I can't find any objects that I can use in the .js functionality that will allow me to create records in other entities. So I have a few questions:

1) Am I missing something or do I need to move this to an Xrm project to accomplish what I want.

2) I have been a .NET developer since it came out, but the SDK docs are incredibly obtuse and fractured. Is there an easier resource for learning how to put together a simple project that does what I need?

Any help is appreciated - thanks.

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matthew.mickas 505 on at

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CRM has a set of OData endpoints that allow a user to do your normal CRUD operations. Here is an example in the JS libraries to create an account record. You can do the same with your custom record, just need to get the "name" of the record you wish to create (your history record). Should be something like [publisher prefix]_historyrecord. Also be careful as this is case sensitive.

So when you do the following

SDK.REST.createRecord(

[publisher prefix]_historyrecord,

" [publisher prefix]_historyrecord",

function (account) {

writeMessage("The account named \"" + account.Name + "\" was created with the AccountId : \"" + account.AccountId + "\".");

writeMessage("Retrieving account with the AccountId: \"" + account.AccountId + "\".");

retrieveAccount(account.AccountId)

},

errorHandler

);

msdn.microsoft.com/.../gg334427.aspx

Also if your using the SDK, there are examples in the SDK that can help you create simple projects if you want to do this in .Net or C#.

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ScottDurow 21 on at

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Hi,

I would recommend using a Real time workflow that is triggered on change of status. You can then create a record with the necessary data.

This will be far easier to write and maintain - plus it will work when users use bulk edit or another workflow updates the entity.

See msdn.microsoft.com/.../dn481598.aspx

Hope this helps,

Scott

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Community Member on at

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That still requires a .NET application, correct? Simpler, true, but an app that creates the Workflow record. (Sorry if that sounds dense, but this is my first CRM mod since CRM 4.0, so I'm playing a little catchup.)

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