PowerApps, Power Automate, SharePoint, Dynamics 365, Azure, C#: January 2022

Monday, January 31, 2022

Dynamics 365: CRUD Operations-6 (Delete Item)

Hello Friends,

Welcome back with another post on Dynamics 365. This post is the 6th part of CRUD operations.

In last post, we have created an item in Account Entity.

Dynamics 365: CRUD Operations-1 (Basic Preparations)

Dynamics 365: CRUD Operations-2 (Retrieve All Items)

Dynamics 365: CRUD Operations-3 (Create Item)

Dynamics 365: CRUD Operations-4 (Read Item)

Dynamics 365: CRUD Operations-5 (Update Item)

Now, we will learn about how to delete an individual item from D365 >> Account entity.

Below is the complete HTML. This HTML includes code of previous post as well. You may copy/paste this entire HTML.

<html>
    <head></head>
    <body onfocusout="parent.setEmailRange();" style="overflow-wrap: break-word;">
        <meta charset="UTF-8">
        <link rel="stylesheet" href="https://static2.sharepointonline.com/files/fabric/office-ui-fabric-js/1.4.0/css/fabric.min.css">
        <link rel="stylesheet" href="https://static2.sharepointonline.com/files/fabric/office-ui-fabric-js/1.4.0/css/fabric.components.min.css">
        <link rel="stylesheet" href="https://stackpath.bootstrapcdn.com/bootstrap/4.3.1/css/bootstrap.min.css" integrity="sha384-ggOyR0iXCbMQv3Xipma34MD+dH/1fQ784/j6cY/iJTQUOhcWr7x9JvoRxT2MZw1T" crossorigin="anonymous">
        <link href="https://unpkg.com/bootstrap-table@1.18.1/dist/bootstrap-table.min.css" rel="stylesheet">
        
        <script src="https://static2.sharepointonline.com/files/fabric/office-ui-fabric-js/1.4.0/js/fabric.min.js"></script>
        <script src="https://ajax.googleapis.com/ajax/libs/jquery/3.2.1/jquery.min.js"></script>
        <script src="https://code.jquery.com/jquery-3.3.1.slim.min.js" integrity="sha384-q8i/X+965DzO0rT7abK41JStQIAqVgRVzpbzo5smXKp4YfRvH+8abtTE1Pi6jizo" crossorigin="anonymous"></script>
        <script src="https://cdnjs.cloudflare.com/ajax/libs/popper.js/1.14.7/umd/popper.min.js" integrity="sha384-UO2eT0CpHqdSJQ6hJty5KVphtPhzWj9WO1clHTMGa3JDZwrnQq4sF86dIHNDz0W1" crossorigin="anonymous"></script>  
        <script src="https://stackpath.bootstrapcdn.com/bootstrap/4.3.1/js/bootstrap.min.js" integrity="sha384-JjSmVgyd0p3pXB1rRibZUAYoIIy6OrQ6VrjIEaFf/nJGzIxFDsf4x0xIM+B07jRM" crossorigin="anonymous"></script>
        <script src="https://code.jquery.com/jquery-3.3.1.slim.min.js" integrity="sha384-q8i/X+965DzO0rT7abK41JStQIAqVgRVzpbzo5smXKp4YfRvH+8abtTE1Pi6jizo" crossorigin="anonymous"></script>
        <script src="https://cdnjs.cloudflare.com/ajax/libs/popper.js/1.14.7/umd/popper.min.js" integrity="sha384-UO2eT0CpHqdSJQ6hJty5KVphtPhzWj9WO1clHTMGa3JDZwrnQq4sF86dIHNDz0W1" crossorigin="anonymous"></script>
        <script src="https://stackpath.bootstrapcdn.com/bootstrap/4.3.1/js/bootstrap.min.js" integrity="sha384-JjSmVgyd0p3pXB1rRibZUAYoIIy6OrQ6VrjIEaFf/nJGzIxFDsf4x0xIM+B07jRM" crossorigin="anonymous"></script>
        <script src="https://unpkg.com/bootstrap-table@1.16.0/dist/bootstrap-table.min.js"></script>
        <script src="https://unpkg.com/tableexport.jquery.plugin/tableExport.min.js"></script>
        <style type="text/css">
            .footer {
                position: fixed;
                bottom: 0;
                right: 0;
                padding-bottom: 10px;
                padding-right: 10px;
            }
    
            .footerButton {
                width: 150px;
            }
        </style>
        <div>
            <table id="tblCreateRecord" style="width: 100%;">
                <tr>
                    <td style="width: 50%;">Account Name</td>
                    <td style="width: 5%;">:</td>
                    <td style="width: 45%;"><input type="text" id="txtAccountName"></td>
                </tr>
                <tr>
                    <td style="width: 50%;">Primary Contact Person (ID)</td>
                    <td style="width: 5%;">:</td>
                    <td style="width: 45%;"><input type="text" id="txtPrimaryContactPersonID"></td>
                </tr>
                <tr>
                    <td style="width: 50%;">Account Category Code (Preferred Customer-1 / Standard-2)</td>
                    <td style="width: 5%;">:</td>
                    <td style="width: 45%;"><input type="text" id="txtAccountCategoryCode"></td>
                </tr>
                <tr>
                    <td style="width: 50%;">Annual Revenue</td>
                    <td style="width: 5%;">:</td>
                    <td style="width: 45%;"><input type="text" id="txtAnnualRevenue"></td>
                </tr>
                <tr>
                    <td style="width: 50%;">Primary Phone</td>
                    <td style="width: 5%;">:</td>
                    <td style="width: 45%;"><input type="text" id="txtPrimaryPhone"></td>
                </tr>
                <tr>
                    <td colspan="3">
                        <input type="button" onclick="fnCreateRecord();return false;" value="Create Record"/>
                        <input type="button" onclick="fnUpdateRecord();return false;" value="Update Record"/>
                        <input type="button" onclick="fnDeleteRecord();return false;" value="Delete Record"/>
                    </td>
                </tr>
                
            </table>
        </div>
        <div>
            <table id="table" data-search="true" data-header-style="headerStyle" data-page-size="25">
                <thead>
                    <tr>
                        <th data-field="id" data-visible="false" data-checkbox="true">Id</th>
                        <th data-field="name" data-sortable="true">Full Name</th>
                        <th data-field="mainphone" data-sortable="true">Main Phone</th>
                        <th data-field="primaryemail" data-sortable="true">EMail (Primary)</th>
                        <th data-field="primarycontact" data-sortable="true">Primary Contact</th>
                        <th data-field="primarycontactname" data-sortable="true">Primary Contact Name</th>
                        <th data-field="readitem" data-sortable="false">Read</th>
                    </tr>
                </thead>
            </table>
        </div>
    </body>
    <script type="text/javascript">
        var vrAccountID = 0;
        $(document).ready(function(){
            fnGetAllAccounts();
        });
        function fnGetAllAccounts() 
        {
            //var query = '?$select=accountcategorycode,address1_addressid,address1_longitude,donotphone,name,_primarycontactid_value,revenue';
            var query = '?$select=accountid,name,telephone1,emailaddress1,_primarycontactid_value';
            window.parent.Xrm.WebApi.online.retrieveMultipleRecords("account", query).then(
            function success(accounts) 
            {
                var results = accounts.entities;
                var accountRecords = [];  
                results.forEach(function (result, index, array) 
                {
                    var accountid = result["accountid"];
                    var name = result["name"];
                    var telephone = result["telephone1"];
                    var emailaddress = result["emailaddress1"];
                    var primarycontactid = result["_primarycontactid_value"];
                    var primarycontactname = result["_primarycontactid_value@OData.Community.Display.V1.FormattedValue"];
                    
                    var accountRecord = {};  
                    accountRecord =  
                    {  
                        'id': accountid,
                        'name': name,
                        'account': accountid,
                        'mainphone': telephone,
                        'primaryemail':emailaddress,
                        'primarycontact':primarycontactid,
                        'primarycontactname':primarycontactname,
                        'readitem':'<a href="javascript:void(0);" onclick="fnReadRecord(\'' + accountid + '\');return false;">Read</a>'
                    }  
                    accountRecords.push(accountRecord);  
                });
                $('#table').bootstrapTable({ data: accountRecords });  
            },
            function (error) {
                console.log(error.message);
                reject(Error(error.message));
            });
        }

        function fnCreateRecord()
        {
            var entityData =
            {
                "name": $('#txtAccountName').val(),
                "primarycontactid@odata.bind": "/contacts(" + $('#txtPrimaryContactPersonID').val() + ")", //--- Lookup --- Display Text = Primary Contact
                "accountcategorycode": $('#txtAccountCategoryCode').val(),     // Option Set --- Display Text = Category
                "revenue": parseFloat($('#txtAnnualRevenue').val()),        // Currency (money type) ---Display Text = Annual Revenue
                "telephone1":$('#txtPrimaryPhone').val()
            }
            window.parent.Xrm.WebApi.createRecord("account", entityData).then(
                function success(result) {
                    //Success - No Return Data
                    alert("Account created successfully.");
                },
                function (error) {
                    alert(error.message);
                }
            );
        }

        function fnReadRecord(accountID)
        {
            vrAccountID = accountID;
            //var query = '?$select=accountcategorycode,address1_addressid,address1_longitude,donotphone,name,_primarycontactid_value,revenue';
            var query = '?$select=accountid,name,accountcategorycode,revenue,telephone1,_primarycontactid_value';
            window.parent.Xrm.WebApi.online.retrieveRecord("account",accountID, query).then(
            function success(result) 
            {debugger;
                if(result != null)
                {
                    $('#txtAccountName').val(result["name"]);
                    $('#txtPrimaryContactPersonID').val(result["_primarycontactid_value"]);
                    $('#txtAccountCategoryCode').val(result["accountcategorycode"]);
                    $('#txtAnnualRevenue').val(result["revenue"]);
                    $('#txtPrimaryPhone').val(result["telephone1"]);
                }
            },
            function (error) {
                console.log(error.message);
                reject(Error(error.message));
            });
        }

        function fnUpdateRecord()
        {
            var entityData =
            {
                "name": $('#txtAccountName').val(),
                "primarycontactid@odata.bind": "/contacts(" + $('#txtPrimaryContactPersonID').val() + ")", //--- Lookup --- Display Text = Primary Contact
                "accountcategorycode": $('#txtAccountCategoryCode').val(),     // Option Set --- Display Text = Category
                "revenue": parseFloat($('#txtAnnualRevenue').val()),        // Currency (money type) ---Display Text = Annual Revenue
                "telephone1":$('#txtPrimaryPhone').val()
            }

            window.parent.Xrm.WebApi.updateRecord("account", vrAccountID, entityData).then(
                function success(result) {
                    alert("Account updated successfully.");
                },
                function (error) {
                    // handle error conditions
                    console.log(error.message);
                    reject(error.message);
                }
            );
        }

        function fnDeleteRecord()
        {
            window.parent.Xrm.WebApi.deleteRecord("account", vrAccountID).then(
                function success(result) {
                    alert("Account deleted successfully.");
                },
                function (error) {
                    console.log(error.message);
                    // handle error conditions
                }
            ); 
        }
    </script>
</html>

You need to copy/paste this HTML in Web Resource file we discussed in previous post.

Save the Web Resource file and then publish it. Now refresh the D365 page (Ctrl + F5).

```
Now, check it.
```

First load the page and click on Read button for any record, you wish to delete.

Now, click on Delete Record button. It will delete the record and prompts the message.
Now, refresh the page or open the Account entity list form.
The entity record has been deleted.
This way, you can delete the individual record itself.
The API used is:-

window.parent.Xrm.WebApi.deleteRecord

With this post, this series comes to an end. This is how, you can perform CRUD operations in D365.

With this, I am concluding this post.

Happy Coding !!!

Will see you again with some new topics.

Stay Safe !

Stay Healthy !