Monday, May 9, 2011

How to: Retrieve the Metadata for an Entity Using Jscript or .NET Using the Microsoft Dynamics CRM 2011 SDK

This illustration shows you how to retrieve metadata for an entity using SOAP (JScript) or C# (.NET) with the RetrieveEntity message against the CRM 2011 organization service.
First in C#:

     RetrieveEntityRequest retrieveBankAccountEntityRequest = new RetrieveEntityRequest
         {
             EntityFilters = EntityFilters.All,
             LogicalName = "account"
         };
         RetrieveEntityResponse retrieveBankAccountEntityResponse = (RetrieveEntityResponse)service.Execute(retrieveBankAccountEntityRequest);

         string entityname = retrieveBankAccountEntityResponse.EntityMetadata.ManyToManyRelationships[0].IntersectEntityName;


If you need help instantiating a service object in .NET check out this post:
http://mileyja.blogspot.com/2011/04/instantiating-service-object-within.html

The last line there shows how to look into a relationships collection by examining the response object.
It is important to note that you can filter on the type of entity metadata you want returned since the returned XML document will be very large if you choose EntityFilters.All as shown above.  Your choices are All, Attributes, Default, Entity, Privileges, and Relationships.


Now here is the Jscript nicely formatted by the CRM 2011 SOAP formatter. Available at: http://crm2011soap.codeplex.com/

This example is asynchronous, if you want to learn how to make JScript SOAP calls synchronously please visit this posthttp://mileyja.blogspot.com/2011/07/using-jscript-to-access-soap-web.html

Now in Jscript:


if (typeof (SDK) == "undefined")
   { SDK = { __namespace: true }; }
       //This will establish a more unique namespace for functions in this library. This will reduce the 
       // potential for functions to be overwritten due to a duplicate name when the library is loaded.
       SDK.SAMPLES = {
           _getServerUrl: function () {
               ///<summary>
               /// Returns the URL for the SOAP endpoint using the context information available in the form
               /// or HTML Web resource.
               ///</summary>
               var OrgServicePath = "/XRMServices/2011/Organization.svc/web";
               var serverUrl = "";
               if (typeof GetGlobalContext == "function") {
                   var context = GetGlobalContext();
                   serverUrl = context.getServerUrl();
               }
               else {
                   if (typeof Xrm.Page.context == "object") {
                         serverUrl = Xrm.Page.context.getServerUrl();
                   }
                   else
                   { throw new Error("Unable to access the server URL"); }
                   }
                  if (serverUrl.match(/\/$/)) {
                       serverUrl = serverUrl.substring(0, serverUrl.length - 1);
                   } 
                   return serverUrl + OrgServicePath;
               }, 
           RetrieveMetadataRequest: function () {
               var requestMain = ""
               requestMain += "<s:Envelope xmlns:s=\"http://schemas.xmlsoap.org/soap/envelope/\">";
               requestMain += "  <s:Body>";
               requestMain += "    <Execute xmlns=\"http://schemas.microsoft.com/xrm/2011/Contracts/Services\" xmlns:i=\"http://www.w3.org/2001/XMLSchema-instance\">";
               requestMain += "      <request i:type=\"a:RetrieveEntityRequest\" xmlns:a=\"http://schemas.microsoft.com/xrm/2011/Contracts\">";
               requestMain += "        <a:Parameters xmlns:b=\"http://schemas.datacontract.org/2004/07/System.Collections.Generic\">";
               requestMain += "          <a:KeyValuePairOfstringanyType>";
               requestMain += "            <b:key>EntityFilters</b:key>";
               requestMain += "            <b:value i:type=\"c:EntityFilters\" xmlns:c=\"http://schemas.microsoft.com/xrm/2011/Metadata\">Entity Attributes Privileges Relationships</b:value>";
               requestMain += "          </a:KeyValuePairOfstringanyType>";
               requestMain += "          <a:KeyValuePairOfstringanyType>";
               requestMain += "            <b:key>MetadataId</b:key>";
               requestMain += "            <b:value i:type=\"c:guid\" xmlns:c=\"http://schemas.microsoft.com/2003/10/Serialization/\">00000000-0000-0000-0000-000000000000</b:value>";
               requestMain += "          </a:KeyValuePairOfstringanyType>";
               requestMain += "          <a:KeyValuePairOfstringanyType>";
               requestMain += "            <b:key>RetrieveAsIfPublished</b:key>";
               requestMain += "            <b:value i:type=\"c:boolean\" xmlns:c=\"http://www.w3.org/2001/XMLSchema\">false</b:value>";
               requestMain += "          </a:KeyValuePairOfstringanyType>";
               requestMain += "          <a:KeyValuePairOfstringanyType>";
               requestMain += "            <b:key>LogicalName</b:key>";
               requestMain += "            <b:value i:type=\"c:string\" xmlns:c=\"http://www.w3.org/2001/XMLSchema\">account</b:value>";
               requestMain += "          </a:KeyValuePairOfstringanyType>";
               requestMain += "        </a:Parameters>";
               requestMain += "        <a:RequestId i:nil=\"true\" />";
               requestMain += "        <a:RequestName>RetrieveEntity</a:RequestName>";
               requestMain += "      </request>";
               requestMain += "    </Execute>";
               requestMain += "  </s:Body>";
               requestMain += "</s:Envelope>";
               var req = new XMLHttpRequest();
               req.open("POST", SDK.SAMPLES._getServerUrl(), true)
               // Responses will return XML. It isn't possible to return JSON.
               req.setRequestHeader("Accept", "application/xml, text/xml, */*");
               req.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
               req.setRequestHeader("SOAPAction", "http://schemas.microsoft.com/xrm/2011/Contracts/Services/IOrganizationService/Execute");
               var successCallback = null;
               var errorCallback = null;
               req.onreadystatechange = function () { SDK.SAMPLES.RetrieveMetadataResponse(req, successCallback, errorCallback); };
               req.send(requestMain);
           },
       RetrieveMetadataResponse: function (req, successCallback, errorCallback) {
               ///<summary>
               /// Recieves the assign response
               ///</summary>
               ///<param name="req" Type="XMLHttpRequest">
               /// The XMLHttpRequest response
               ///</param>
               ///<param name="successCallback" Type="Function">
               /// The function to perform when an successfult response is returned.
               /// For this message no data is returned so a success callback is not really necessary.
               ///</param>
               ///<param name="errorCallback" Type="Function">
               /// The function to perform when an error is returned.
               /// This function accepts a JScript error returned by the _getError function
               ///</param>
               if (req.readyState == 4) {
               if (req.status == 200) {
               if (successCallback != null)
               { successCallback(); }
               }
               else {
                   errorCallback(SDK.SAMPLES._getError(req.responseXML));
               }
           }
       },
       _getError: function (faultXml) {
           ///<summary>
           /// Parses the WCF fault returned in the event of an error.
           ///</summary>
           ///<param name="faultXml" Type="XML">
           /// The responseXML property of the XMLHttpRequest response.
           ///</param>
           var errorMessage = "Unknown Error (Unable to parse the fault)";
           if (typeof faultXml == "object") {
               try {
                   var bodyNode = faultXml.firstChild.firstChild;
                   //Retrieve the fault node
                   for (var i = 0; i < bodyNode.childNodes.length; i++) {
                       var node = bodyNode.childNodes[i];
                       //NOTE: This comparison does not handle the case where the XML namespace changes
                       if ("s:Fault" == node.nodeName) {
                       for (var j = 0; j < node.childNodes.length; j++) {
                           var faultStringNode = node.childNodes[j];
                           if ("faultstring" == faultStringNode.nodeName) {
                               errorMessage = faultStringNode.text;
                               break;
                           }
                       }
                       break;
                   }
               }
           }
           catch (e) { };
        }
        return new Error(errorMessage);
     },
 __namespace: true
};




To understand how to parse the response please review my post on using the DOM parser.
Now you can call the SDK.SAMPLES.RetrieveMetadataRequest function from your form jscript handler.
Thats all there is to it!

I hope this helps!

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