Create record using OData and JQuery in CRM 2011/2013/2015

Hi,

Here is the code for creating a record using OData and Jquery in CRM 2011/2013/2015.

Let us take the example of creating Account record.

• Create a JS and add it in Account entity.
• Copy and Paste the below code. I have covered the basic attributes which you can change according to your requirement.

function createAccount() {

    //Create an object to represent an Account record and set properties
    var account = new Object();
    // Set Single Line of Text field
    account.Name = "Testing Odata";
    // Set Lookup field (Contact should exists in the system)
    var primaryContact = new Object();
    primaryContact.ContactId = "B5A0F1C2-7CF5-E411-80D5-C4346BAC59E8";
    primaryContact.FullName = "Rene Valdes (sample)";
    if (primaryContact != null) {
        account.PrimaryContactId = { Id: primaryContact.ContactId, LogicalName: "contact", Name: primaryContact.FullName };
    }
    //Set a picklist value
    account.PreferredContactMethodCode = { Value: 2 };
    // Set a money value (i.e., Annual Revenue)
    account.Revenue = { Value: "2000000.00" };
    // Set a Decimal field (Here ‘new_DecimalField’ is my custom Account field)
    account.new_DecimalField = 200.00.toString();
    // Set a Boolean value
    account.DoNotPhone = true;
    // Set Date field (Here ‘new_DateField’ is my custom Account field)
    //var myDate = new Date();
    //myDate.setFullYear(1980, 12, 29);
    //account.new_Date = myDate;
    // Call create method by passing
    //(i) Entity Object (i.e.,account in this case)
    //(ii) Entity Set
    //(iii)SuccessCallback function
    //(iv) Error callback function
    createRecord(account, "AccountSet", createAccountCompleted, null);
}

// callback method which will get executed on successfull account creation
function createAccountCompleted(data, textStatus, XmlHttpRequest) {
    var account = data;
    alert("Account created; Id: " + account.AccountId.toString());
}

 

// This function creates record by making OData call

function createRecord(entityObject, odataSetName, successCallback, errorCallback) {

    //Parse the entity object into JSON

    var jsonEntity = window.JSON.stringify(entityObject);

    // Get Server URL

    var url = "";

    if (Xrm.Page.context.getClientUrl) {

        //Post UR 12

        url = Xrm.Page.context.getClientUrl();

    }

    else {

        //Pre UR 12

        url = Xrm.Page.context.getServerUrl();

    }

    //The OData end-point

    var ODATA_ENDPOINT = "/XRMServices/2011/OrganizationData.svc";

    //Asynchronous AJAX function to Create a CRM record using OData

    $.ajax({

        type: "POST",

        contentType: "application/json; charset=utf-8",

        datatype: "json",

        url: url + ODATA_ENDPOINT + "/" + odataSetName,

        data: jsonEntity,

        beforeSend: function (XMLHttpRequest) {

            //Specifying this header ensures that the results will be returned as JSON.

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

        },

        success: function (data, textStatus, XmlHttpRequest) {

            if (successCallback) {

                successCallback(data.d, textStatus, XmlHttpRequest);

            }

        },

        error: function (XmlHttpRequest, textStatus, errorThrown) {

            if (errorCallback) {

                errorCallback(XmlHttpRequest, textStatus, errorThrown);

            }

            else {

                alert("An error has occured while creating the record; Error – " + errorThrown);

            }

        }

    });

}

• Call createAccount function on the Load of Account.
• Create JQuery and JSON files as web resources and them on Account Form.
• Save and Publish.

Hope this helps

--
Happy CRM'ing
Gopinath.