Back to Basics # 21: Use CRM REST Builder in Dynamics CRM

Introduction:

One of the common scenarios is to work with CRM Web APIs to get details of records that are present in Dynamics CRM. To test quickly CRM WEB API requests, CRM REST Builder was used, which needs to be installed inside Dynamics CRM.

Step 1:

Navigate to the following url https://github.com/jlattimer/CRMRESTBuilder/releases and download CRM REST Builder v2.6.0.0 release, CRMRESTBuilder_2_6_0_0_managed.zip zip file as shown in the below figure.

Step 2:

After Step 1, we need to open Dynamics CRM and navigate to solutions as shown in the below figure.

Step 3:

After Step 2, click on import and import REST Builder Managed zip file which was downloaded in Step 1 and click on Next as shown in the below figure.

Step 4:

After Step 3, click on Import as shown in the below figure.

Step 5:

After Step 4, respective managed solution will be imported with a success message, click on Close as shown in the below figure.

Step 6:

After Step 5, navigate back to the CRM Solutions window and refresh the page to see newly installed CRM REST Builder near to the Ribbon as shown in the below figure.

Step 7:

After Step 6, now click on CRM REST BUILDER and it opens a new window as shown in the below figure.

Step 8:

After Step 7, try retrieve multiple request action with output format as jQuery on Account entity to get required jQuery code to use from web resource in Dynamics CRM also select AccountId from Fields to Select section and click on Create Request as shown in the below figure.

Step 9:

After Step 8, screen changes to another screen with Execute Code (Read-Only) button at the top with Code(Read-Only) Section expanded with equivalent jquery code , click on Execute Code Button to get multiple Account Id’s for the selected Account as shown in the below figure.

Step 10:

After Step 9, we can observe list of Account ID’s retrieved as shown in the below figure.

Note:

  1. Make sure to refresh page as specified in Step 6.
  2. As an example just explained multiple request , similarly with the help of other actions Retrieve Single,Create,Update,Delete,Associate,Disassociate different code snippets can be generated and for quick testing.  

Conclusion: In this way , one can easily query CRM Data using CRM REST Builder to get results and also use automatically generated code.

One thought on “Back to Basics # 21: Use CRM REST Builder in Dynamics CRM

  1. Pingback: Rewind September 2021 – Common Man Tips for Power Platform, Dynamics CRM,Azure

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