Dynamics 365 Javascript Get Field Value From Another Entity

Microsoft Dynamics 365 is one of the leading cloud-based CRM solutions, offering comprehensive capabilities for sales, service, marketing, and more. While its built-in features are substantial, customizations through JavaScript can unlock even greater potential, particularly when you need to get field values from another entity. Whether you’re a seasoned developer or a Dynamics 365 administrator, understanding this can significantly enhance your operational efficiency.

Understanding Entity Relationships in Dynamics 365

Before diving into the JavaScript code, it?s important to understand how entities relate within Dynamics 365. An entity is essentially a database table that stores specific data types. In complex CRM solutions, entities are often interrelated. For instance, a “Contact” entity might be linked to an “Account” entity, sharing useful information between them.

Using JavaScript to Access Field Values from Another Entity

Accessing field values from a different entity involves utilizing the Web API provided within Dynamics 365. Here?s a basic outline of the steps:

  • Step 1: Identify the relationship and schema names of the entities involved.
  • Step 2: Write the JavaScript code to query the Web API, fetching the relevant data.
  • Step 3: Implement the code in the appropriate event (e.g., OnChange or OnLoad) within Dynamics 365 forms.

Here?s an example code snippet for fetching a field value from a related entity:


// Define your entity and field names
var targetEntity = "account";
var targetField = "revenue";

// Use the Web API to retrieve the field value
function getFieldValueFromEntity(entityId) {
  var req = new XMLHttpRequest();
  req.open("GET", Xrm.Utility.getGlobalContext().getClientUrl() + "/api/data/v9.1/" + targetEntity + "s(" + entityId + ")?$select=" + targetField, false);
  req.setRequestHeader("OData-MaxVersion", "4.0");
  req.setRequestHeader("OData-Version", "4.0");
  req.setRequestHeader("Accept", "application/json");
  req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
  req.send();
  if (req.status === 200) {
    var result = JSON.parse(req.response);
    var value = result[targetField];
    // Use the retrieved value
    console.log(value);
  } else {
    console.error(req.statusText);
  }
}

Ensure that you substitute “account” and “revenue” with the correct entity and field names relevant to your use case.

Partner with Audox for Tailored Dynamics 365 Solutions

Are you ready to maximize the potential of Dynamics 365? At Audox, we specialize in customizing Microsoft Dynamics 365 solutions to meet your specific business needs. Our team of experts can help you with:

  • Advanced Customizations: Tailored JavaScript solutions to streamline your processes.
  • Consultancy Services: Strategic advice to optimize your CRM workflows.
  • Support and Maintenance: Ongoing assistance to ensure your system remains effective and up-to-date.

Contact us today at www.audox.com and discover how we can help you transform your CRM experience.

Mastering JavaScript within Dynamics 365 can yield remarkable benefits, and with Audox by your side, you can achieve outstanding results efficiently and effectively.