Web API table schema operations sample

Artykuł
08/10/2023

This collection of http requests and responses demonstrate how to perform selected operations that modify the Dataverse schema, or metadata, using the Web API table schema operations sample (C#)

This article describes a common set of operations implemented by each sample in this group. This article describes the HTTP requests and responses and text output that each sample performs without the language specific details. See the language specific descriptions and the individual samples for details about how these operations are performed.

Demonstrates

This sample is divided into the following sections, containing Dataverse Web API operations that are discussed in greater detail in the specified associated conceptual articles.

Code section	Associated conceptual and reference articles
Section 0: Create Publisher and Solution	Create a table row publisher EntityType soluion EntityType
Section 1: Create, Retrieve and Update Table	Create and update table definitions EntityMetadata EntityType
Section 2: Create, Retrieve and Update Columns - Boolean Column - Update Option Values - DateTime Column - Decimal Column - Integer Column - Memo Column - Money Column - Picklist Column - Add an option to the local optionset - Re-order choice column options - Delete local option value - Multi-Select Picklist Column - Insert Status Value	Create columns Retrieving attributes InsertOptionValue Action OrderOption Action DeleteOptionValue Action InsertStatusValue Action
Section 3: Create and use Global OptionSet	Create and update choices (option sets)
Section 4: Create Customer Relationship	CreateCustomerRelationships Action
Section 5: Create and retrieve a one-to-many relationship	Eligibility for relationships Create a one-to-many relationship Querying relationship metadata
Section 6: Create and retrieve a many-to-one relationship	Create a one-to-many relationship Querying relationship metadata
Section 7: Create and retrieve a many-to-many relationship	Create a many-to-many relationship Querying relationship metadata
Section 8: Export managed solution	Export solutions
Section 9: Delete sample records	Basic delete
Section 10: Import and Delete managed solution	Import solutions

Note

For brevity, less pertinent HTTP headers have been omitted. The URLs of the records will vary with the base organization address and the IDs set by the Dataverse server.

Section 0: Create Publisher and Solution

Create the publisher first since the solution must be related to it. All the items created or modified in this sample uses the publisher customizationprefix and customizationoptionvalueprefix values.

Request:

POST [Organization Uri]/api/data/v9.2/publishers HTTP/1.1
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

{
"friendlyname": "Example Publisher",
"uniquename": "examplepublisher",
"description": "An example publisher for samples",
"customizationprefix": "sample",
"customizationoptionvalueprefix": 72700
}

Response:

HTTP/1.1 204 NoContent
OData-Version: 4.0
OData-EntityId: [Organization Uri]/api/data/v9.2/publishers(00aa00aa-bb11-cc22-dd33-44ee44ee44ee)

Console output:

Created publisher Example Publisher

Then create the solution related to the publisher.

Note

Many of the items created or updated in is sample will use the uniquename value of this solution with the MSCRM.SolutionUniqueName request header so that the changes are included as part of this solution. Some actions have a SolutionUniqueName parameter that does the same thing. At the end of this sample this solution will be exported and contain the definitions of all the items created and changed in this sample.

Request:

POST [Organization Uri]/api/data/v9.2/solutions HTTP/1.1
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

{
"friendlyname": "Example Solution",
"uniquename": "examplesolution",
"description": "An example solution for samples",
"version": "1.0.0.0",
"publisherid@odata.bind": "publishers(00aa00aa-bb11-cc22-dd33-44ee44ee44ee)"
}

Response:

HTTP/1.1 204 NoContent
OData-Version: 4.0
OData-EntityId: [Organization Uri]/api/data/v9.2/solutions(11bb11bb-cc22-dd33-ee44-55ff55ff55ff)

Console output:

Created solution Example Solution

Section 1: Create, Retrieve and Update Table

Create the sample_BankAccount table.

These properties are required: SchemaName, DisplayName, DisplayCollectionName, HasNotes, HasActivities and PrimaryNameAttribute, which must include the LogicalName value of the primary name column.

The table must also include one StringAttributeMetadata column in the Attributes collection to be the primary name column for the table. That column definition must have SchemaName, MaxLength, and DisplayName values, and IsPrimaryName must be set to true.

Note

The MSCRM.SolutionUniqueName: examplesolution request header associates this table to the solution. The SchemaName value (sample_BankAccount) includes the customization prefix from the publisher.

Request:

POST [Organization Uri]/api/data/v9.2/EntityDefinitions HTTP/1.1
MSCRM.SolutionUniqueName: examplesolution
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

{
"@odata.type": "Microsoft.Dynamics.CRM.EntityMetadata",
"Description": {
   "@odata.type": "Microsoft.Dynamics.CRM.Label",
   "LocalizedLabels": [
      {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "A table to store information about customer bank accounts",
      "LanguageCode": 1033,
      "IsManaged": false
      }
   ],
   "UserLocalizedLabel": {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "A table to store information about customer bank accounts",
      "LanguageCode": 1033,
      "IsManaged": false
   }
},
"DisplayCollectionName": {
   "@odata.type": "Microsoft.Dynamics.CRM.Label",
   "LocalizedLabels": [
      {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Bank Accounts",
      "LanguageCode": 1033,
      "IsManaged": false
      }
   ],
   "UserLocalizedLabel": {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Bank Accounts",
      "LanguageCode": 1033,
      "IsManaged": false
   }
},
"DisplayName": {
   "@odata.type": "Microsoft.Dynamics.CRM.Label",
   "LocalizedLabels": [
      {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Bank Account",
      "LanguageCode": 1033,
      "IsManaged": false
      }
   ],
   "UserLocalizedLabel": {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Bank Account",
      "LanguageCode": 1033,
      "IsManaged": false
   }
},
"HasActivities": false,
"HasNotes": false,
"OwnershipType": "UserOwned",
"PrimaryNameAttribute": "sample_name",
"SchemaName": "sample_BankAccount",
"Attributes": [
   {
      "@odata.type": "Microsoft.Dynamics.CRM.StringAttributeMetadata",
      "AttributeType": "String",
      "AttributeTypeName": {
      "Value": "StringType"
      },
      "MaxLength": 100,
      "Description": {
      "@odata.type": "Microsoft.Dynamics.CRM.Label",
      "LocalizedLabels": [
         {
            "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
            "Label": "The primary attribute for the Bank Account entity.",
            "LanguageCode": 1033,
            "IsManaged": false
         }
      ],
      "UserLocalizedLabel": {
         "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
         "Label": "The primary attribute for the Bank Account entity.",
         "LanguageCode": 1033,
         "IsManaged": false
      }
      },
      "DisplayName": {
      "@odata.type": "Microsoft.Dynamics.CRM.Label",
      "LocalizedLabels": [
         {
            "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
            "Label": "Account Name",
            "LanguageCode": 1033,
            "IsManaged": false
         }
      ],
      "UserLocalizedLabel": {
         "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
         "Label": "Account Name",
         "LanguageCode": 1033,
         "IsManaged": false
      }
      },
      "IsPrimaryName": true,
      "RequiredLevel": {
      "Value": "None",
      "CanBeChanged": false,
      "ManagedPropertyLogicalName": "canmodifyrequirementlevelsettings"
      },
      "SchemaName": "sample_Name"
   }
]
}

Response:

HTTP/1.1 204 NoContent
OData-Version: 4.0
OData-EntityId: [Organization Uri]/api/data/v9.2/EntityDefinitions(22cc22cc-dd33-ee44-ff55-66aa66aa66aa)

Console output:

Sending request to create the sample_BankAccount table...
Created sample_BankAccount table.

Retrieve the sample_BankAccount table definition.

This retrieve operation doesn't include any $select to filter the properties returned because this data is modified and sent back to update the table definition using PUT, which overwrites the existing value.
This query also doesn't include an $expand to include related data, such as attributes, because related data must be updated separately.

Note

This request and others in this sample use the Consistency: Strong header. Use this header when you retrieve metadata definition changes right after you apply them. Metadata changes are cached for performance reasons and a request for a newly created item may return a 404 because it hasn't been cached yet. Caching may take 30 seconds. This header will force the server to read the latest version including your changes. By using this header, you negate the performance gain that caching provides, so you should only use it when in scenarios like this sample where you are retrieving changes you have just made. More information: HTTP headers > Other headers.

Request:

GET [Organization Uri]/api/data/v9.2/EntityDefinitions(LogicalName='sample_bankaccount') HTTP/1.1
Consistency: Strong
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

Response:

HTTP/1.1 200 OK
OData-Version: 4.0

{
"@odata.context": "[Organization Uri]/api/data/v9.2/$metadata#EntityDefinitions/$entity",
"ActivityTypeMask": 0,
"AutoRouteToOwnerQueue": false,
"CanTriggerWorkflow": true,
"EntityHelpUrlEnabled": false,
"EntityHelpUrl": null,
"IsDocumentManagementEnabled": false,
"IsOneNoteIntegrationEnabled": false,
"IsInteractionCentricEnabled": false,
"IsKnowledgeManagementEnabled": false,
"IsSLAEnabled": false,
"IsBPFEntity": false,
"IsDocumentRecommendationsEnabled": false,
"IsMSTeamsIntegrationEnabled": false,
"SettingOf": null,
"DataProviderId": null,
"DataSourceId": null,
"AutoCreateAccessTeams": false,
"IsActivity": false,
"IsActivityParty": false,
"IsRetrieveAuditEnabled": false,
"IsRetrieveMultipleAuditEnabled": false,
"IsArchivalEnabled": false,
"IsAvailableOffline": false,
"IsChildEntity": false,
"IsAIRUpdated": false,
"IconLargeName": null,
"IconMediumName": null,
"IconSmallName": null,
"IconVectorName": null,
"IsCustomEntity": true,
"IsBusinessProcessEnabled": false,
"SyncToExternalSearchIndex": false,
"IsOptimisticConcurrencyEnabled": true,
"ChangeTrackingEnabled": false,
"IsImportable": true,
"IsIntersect": false,
"IsManaged": false,
"IsEnabledForCharts": true,
"IsEnabledForTrace": false,
"IsValidForAdvancedFind": true,
"DaysSinceRecordLastModified": 0,
"MobileOfflineFilters": "",
"IsReadingPaneEnabled": true,
"IsQuickCreateEnabled": false,
"LogicalName": "sample_bankaccount",
"ObjectTypeCode": 10393,
"OwnershipType": "UserOwned",
"PrimaryNameAttribute": "sample_name",
"PrimaryImageAttribute": null,
"PrimaryIdAttribute": "sample_bankaccountid",
"RecurrenceBaseEntityLogicalName": null,
"ReportViewName": "Filteredsample_BankAccount",
"SchemaName": "sample_BankAccount",
"IntroducedVersion": "1.0.0.0",
"IsStateModelAware": true,
"EnforceStateTransitions": false,
"ExternalName": null,
"EntityColor": null,
"LogicalCollectionName": "sample_bankaccounts",
"ExternalCollectionName": null,
"CollectionSchemaName": "sample_BankAccounts",
"EntitySetName": "sample_bankaccounts",
"IsEnabledForExternalChannels": false,
"IsPrivate": false,
"UsesBusinessDataLabelTable": false,
"IsLogicalEntity": false,
"HasNotes": false,
"HasActivities": false,
"HasFeedback": false,
"IsSolutionAware": false,
"CreatedOn": "2022-09-01T16:13:40Z",
"ModifiedOn": "2022-09-01T16:13:40Z",
"HasEmailAddresses": false,
"OwnerId": null,
"OwnerIdType": 8,
"OwningBusinessUnit": null,
"MetadataId": "22cc22cc-dd33-ee44-ff55-66aa66aa66aa",
"HasChanged": null,
"Description": {
   "LocalizedLabels": [
      {
      "Label": "A table to store information about customer bank accounts",
      "LanguageCode": 1033,
      "IsManaged": false,
      "MetadataId": "daf026b7-dfde-4b7b-8e52-91f31b098a9d",
      "HasChanged": null
      }
   ],
   "UserLocalizedLabel": {
      "Label": "A table to store information about customer bank accounts",
      "LanguageCode": 1033,
      "IsManaged": false,
      "MetadataId": "daf026b7-dfde-4b7b-8e52-91f31b098a9d",
      "HasChanged": null
   }
},
"DisplayCollectionName": {
   "LocalizedLabels": [
      {
      "Label": "Bank Accounts",
      "LanguageCode": 1033,
      "IsManaged": false,
      "MetadataId": "5c598c79-b89d-4679-8a40-9562d0a1e4fb",
      "HasChanged": null
      }
   ],
   "UserLocalizedLabel": {
      "Label": "Bank Accounts",
      "LanguageCode": 1033,
      "IsManaged": false,
      "MetadataId": "5c598c79-b89d-4679-8a40-9562d0a1e4fb",
      "HasChanged": null
   }
},
"DisplayName": {
   "LocalizedLabels": [
      {
      "Label": "Bank Account",
      "LanguageCode": 1033,
      "IsManaged": false,
      "MetadataId": "4e4c3fdc-7711-4b43-8eba-9155bb7100c0",
      "HasChanged": null
      }
   ],
   "UserLocalizedLabel": {
      "Label": "Bank Account",
      "LanguageCode": 1033,
      "IsManaged": false,
      "MetadataId": "4e4c3fdc-7711-4b43-8eba-9155bb7100c0",
      "HasChanged": null
   }
},
"IsAuditEnabled": {
   "Value": false,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "canmodifyauditsettings"
},
"IsValidForQueue": {
   "Value": false,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "canmodifyqueuesettings"
},
"IsConnectionsEnabled": {
   "Value": false,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "canmodifyconnectionsettings"
},
"IsCustomizable": {
   "Value": true,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "iscustomizable"
},
"IsRenameable": {
   "Value": true,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "isrenameable"
},
"IsMappable": {
   "Value": true,
   "CanBeChanged": false,
   "ManagedPropertyLogicalName": "ismappable"
},
"IsDuplicateDetectionEnabled": {
   "Value": false,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "canmodifyduplicatedetectionsettings"
},
"CanCreateAttributes": {
   "Value": true,
   "CanBeChanged": false,
   "ManagedPropertyLogicalName": "cancreateattributes"
},
"CanCreateForms": {
   "Value": true,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "cancreateforms"
},
"CanCreateViews": {
   "Value": true,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "cancreateviews"
},
"CanCreateCharts": {
   "Value": true,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "cancreatecharts"
},
"CanBeRelatedEntityInRelationship": {
   "Value": true,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "canberelatedentityinrelationship"
},
"CanBePrimaryEntityInRelationship": {
   "Value": true,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "canbeprimaryentityinrelationship"
},
"CanBeInManyToMany": {
   "Value": true,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "canbeinmanytomany"
},
"CanBeInCustomEntityAssociation": {
   "Value": true,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "canbeincustomentityassociation"
},
"CanEnableSyncToExternalSearchIndex": {
   "Value": true,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "canenablesynctoexternalsearchindex"
},
"CanModifyAdditionalSettings": {
   "Value": true,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "canmodifyadditionalsettings"
},
"CanChangeHierarchicalRelationship": {
   "Value": true,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "canchangehierarchicalrelationship"
},
"CanChangeTrackingBeEnabled": {
   "Value": true,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "canchangetrackingbeenabled"
},
"IsMailMergeEnabled": {
   "Value": false,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "canmodifymailmergesettings"
},
"IsVisibleInMobile": {
   "Value": false,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "canmodifymobilevisibility"
},
"IsVisibleInMobileClient": {
   "Value": false,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "canmodifymobileclientvisibility"
},
"IsReadOnlyInMobileClient": {
   "Value": false,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "canmodifymobileclientreadonly"
},
"IsOfflineInMobileClient": {
   "Value": false,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "canmodifymobileclientoffline"
},
"Privileges": [
   {
      "CanBeBasic": true,
      "CanBeDeep": true,
      "CanBeGlobal": true,
      "CanBeLocal": true,
      "CanBeEntityReference": false,
      "CanBeParentEntityReference": false,
      "Name": "prvCreatesample_BankAccount",
      "PrivilegeId": "44f00701-716e-4584-8bab-cb0d263c070b",
      "PrivilegeType": "Create"
   },
   {
      "CanBeBasic": true,
      "CanBeDeep": true,
      "CanBeGlobal": true,
      "CanBeLocal": true,
      "CanBeEntityReference": false,
      "CanBeParentEntityReference": false,
      "Name": "prvReadsample_BankAccount",
      "PrivilegeId": "9cad3243-d0fe-467e-a731-c8b3416a6252",
      "PrivilegeType": "Read"
   },
   {
      "CanBeBasic": true,
      "CanBeDeep": true,
      "CanBeGlobal": true,
      "CanBeLocal": true,
      "CanBeEntityReference": false,
      "CanBeParentEntityReference": false,
      "Name": "prvWritesample_BankAccount",
      "PrivilegeId": "dc5465ed-223f-4b13-a272-fff25e5b5270",
      "PrivilegeType": "Write"
   },
   {
      "CanBeBasic": true,
      "CanBeDeep": true,
      "CanBeGlobal": true,
      "CanBeLocal": true,
      "CanBeEntityReference": false,
      "CanBeParentEntityReference": false,
      "Name": "prvDeletesample_BankAccount",
      "PrivilegeId": "9a409df2-ca4a-4ad9-8218-df88424dd7a0",
      "PrivilegeType": "Delete"
   },
   {
      "CanBeBasic": true,
      "CanBeDeep": true,
      "CanBeGlobal": true,
      "CanBeLocal": true,
      "CanBeEntityReference": false,
      "CanBeParentEntityReference": false,
      "Name": "prvAssignsample_BankAccount",
      "PrivilegeId": "73bf7dd3-f532-4468-abfe-84bbf0eae058",
      "PrivilegeType": "Assign"
   },
   {
      "CanBeBasic": true,
      "CanBeDeep": true,
      "CanBeGlobal": true,
      "CanBeLocal": true,
      "CanBeEntityReference": false,
      "CanBeParentEntityReference": false,
      "Name": "prvSharesample_BankAccount",
      "PrivilegeId": "292f6e27-9603-4835-882d-e28c175432ed",
      "PrivilegeType": "Share"
   },
   {
      "CanBeBasic": true,
      "CanBeDeep": true,
      "CanBeGlobal": true,
      "CanBeLocal": true,
      "CanBeEntityReference": false,
      "CanBeParentEntityReference": false,
      "Name": "prvAppendsample_BankAccount",
      "PrivilegeId": "42401aa6-6447-4fdc-9679-bcb89b62bd76",
      "PrivilegeType": "Append"
   },
   {
      "CanBeBasic": true,
      "CanBeDeep": true,
      "CanBeGlobal": true,
      "CanBeLocal": true,
      "CanBeEntityReference": false,
      "CanBeParentEntityReference": false,
      "Name": "prvAppendTosample_BankAccount",
      "PrivilegeId": "847ba62d-2f33-4208-87e6-52532b331f60",
      "PrivilegeType": "AppendTo"
   }
],
"Settings": []
}

Console output:

The sample displays the JSON retrieved from the server.

Update the sample_BankAccount table. The only values that are changed are HasActivities and Description, but you must send the entire definition with PUT.

Request:

PUT [Organization Uri]/api/data/v9.2/EntityDefinitions(LogicalName='sample_bankaccount') HTTP/1.1
MSCRM.SolutionUniqueName: examplesolution
MSCRM.MergeLabels: true
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

{
"@odata.type": "Microsoft.Dynamics.CRM.EntityMetadata",
"ActivityTypeMask": 0,
"AutoCreateAccessTeams": false,
"AutoRouteToOwnerQueue": false,
"CanBeInCustomEntityAssociation": {
   "@odata.type": "Microsoft.Dynamics.CRM.BooleanManagedProperty",
   "Value": true,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "canbeincustomentityassociation"
},
"CanBeInManyToMany": {
   "@odata.type": "Microsoft.Dynamics.CRM.BooleanManagedProperty",
   "Value": true,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "canbeinmanytomany"
},
"CanBePrimaryEntityInRelationship": {
   "@odata.type": "Microsoft.Dynamics.CRM.BooleanManagedProperty",
   "Value": true,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "canbeprimaryentityinrelationship"
},
"CanBeRelatedEntityInRelationship": {
   "@odata.type": "Microsoft.Dynamics.CRM.BooleanManagedProperty",
   "Value": true,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "canberelatedentityinrelationship"
},
"CanChangeHierarchicalRelationship": {
   "@odata.type": "Microsoft.Dynamics.CRM.BooleanManagedProperty",
   "Value": true,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "canchangehierarchicalrelationship"
},
"CanChangeTrackingBeEnabled": {
   "@odata.type": "Microsoft.Dynamics.CRM.BooleanManagedProperty",
   "Value": true,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "canchangetrackingbeenabled"
},
"CanCreateAttributes": {
   "@odata.type": "Microsoft.Dynamics.CRM.BooleanManagedProperty",
   "Value": true,
   "CanBeChanged": false,
   "ManagedPropertyLogicalName": "cancreateattributes"
},
"CanCreateCharts": {
   "@odata.type": "Microsoft.Dynamics.CRM.BooleanManagedProperty",
   "Value": true,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "cancreatecharts"
},
"CanCreateForms": {
   "@odata.type": "Microsoft.Dynamics.CRM.BooleanManagedProperty",
   "Value": true,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "cancreateforms"
},
"CanCreateViews": {
   "@odata.type": "Microsoft.Dynamics.CRM.BooleanManagedProperty",
   "Value": true,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "cancreateviews"
},
"CanEnableSyncToExternalSearchIndex": {
   "@odata.type": "Microsoft.Dynamics.CRM.BooleanManagedProperty",
   "Value": true,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "canenablesynctoexternalsearchindex"
},
"CanModifyAdditionalSettings": {
   "@odata.type": "Microsoft.Dynamics.CRM.BooleanManagedProperty",
   "Value": true,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "canmodifyadditionalsettings"
},
"CanTriggerWorkflow": true,
"ChangeTrackingEnabled": false,
"CollectionSchemaName": "sample_BankAccounts",
"DaysSinceRecordLastModified": 0,
"Description": {
   "@odata.type": "Microsoft.Dynamics.CRM.Label",
   "LocalizedLabels": [
      {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Contains information about customer bank accounts",
      "LanguageCode": 1033,
      "IsManaged": false
      }
   ],
   "UserLocalizedLabel": {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Contains information about customer bank accounts",
      "LanguageCode": 1033,
      "IsManaged": false
   }
},
"DisplayCollectionName": {
   "@odata.type": "Microsoft.Dynamics.CRM.Label",
   "LocalizedLabels": [
      {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Bank Accounts",
      "LanguageCode": 1033,
      "IsManaged": false,
      "MetadataId": "5c598c79-b89d-4679-8a40-9562d0a1e4fb"
      }
   ],
   "UserLocalizedLabel": {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Bank Accounts",
      "LanguageCode": 1033,
      "IsManaged": false,
      "MetadataId": "5c598c79-b89d-4679-8a40-9562d0a1e4fb"
   }
},
"DisplayName": {
   "@odata.type": "Microsoft.Dynamics.CRM.Label",
   "LocalizedLabels": [
      {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Bank Account",
      "LanguageCode": 1033,
      "IsManaged": false,
      "MetadataId": "4e4c3fdc-7711-4b43-8eba-9155bb7100c0"
      }
   ],
   "UserLocalizedLabel": {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Bank Account",
      "LanguageCode": 1033,
      "IsManaged": false,
      "MetadataId": "4e4c3fdc-7711-4b43-8eba-9155bb7100c0"
   }
},
"EnforceStateTransitions": false,
"EntityHelpUrlEnabled": false,
"EntitySetName": "sample_bankaccounts",
"HasActivities": true,
"HasFeedback": false,
"HasNotes": false,
"IntroducedVersion": "1.0.0.0",
"IsActivity": false,
"IsActivityParty": false,
"IsAIRUpdated": false,
"IsAuditEnabled": {
   "@odata.type": "Microsoft.Dynamics.CRM.BooleanManagedProperty",
   "Value": false,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "canmodifyauditsettings"
},
"IsAvailableOffline": false,
"IsBPFEntity": false,
"IsBusinessProcessEnabled": false,
"IsChildEntity": false,
"IsConnectionsEnabled": {
   "@odata.type": "Microsoft.Dynamics.CRM.BooleanManagedProperty",
   "Value": false,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "canmodifyconnectionsettings"
},
"IsCustomEntity": true,
"IsCustomizable": {
   "@odata.type": "Microsoft.Dynamics.CRM.BooleanManagedProperty",
   "Value": true,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "iscustomizable"
},
"IsDocumentManagementEnabled": false,
"IsDocumentRecommendationsEnabled": false,
"IsDuplicateDetectionEnabled": {
   "@odata.type": "Microsoft.Dynamics.CRM.BooleanManagedProperty",
   "Value": false,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "canmodifyduplicatedetectionsettings"
},
"IsEnabledForCharts": true,
"IsEnabledForExternalChannels": false,
"IsEnabledForTrace": false,
"IsImportable": true,
"IsInteractionCentricEnabled": false,
"IsIntersect": false,
"IsKnowledgeManagementEnabled": false,
"IsLogicalEntity": false,
"IsMailMergeEnabled": {
   "@odata.type": "Microsoft.Dynamics.CRM.BooleanManagedProperty",
   "Value": false,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "canmodifymailmergesettings"
},
"IsManaged": false,
"IsMappable": {
   "@odata.type": "Microsoft.Dynamics.CRM.BooleanManagedProperty",
   "Value": true,
   "CanBeChanged": false,
   "ManagedPropertyLogicalName": "ismappable"
},
"IsMSTeamsIntegrationEnabled": false,
"IsOfflineInMobileClient": {
   "@odata.type": "Microsoft.Dynamics.CRM.BooleanManagedProperty",
   "Value": false,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "canmodifymobileclientoffline"
},
"IsOneNoteIntegrationEnabled": false,
"IsOptimisticConcurrencyEnabled": true,
"IsPrivate": false,
"IsQuickCreateEnabled": false,
"IsReadingPaneEnabled": true,
"IsReadOnlyInMobileClient": {
   "@odata.type": "Microsoft.Dynamics.CRM.BooleanManagedProperty",
   "Value": false,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "canmodifymobileclientreadonly"
},
"IsRenameable": {
   "@odata.type": "Microsoft.Dynamics.CRM.BooleanManagedProperty",
   "Value": true,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "isrenameable"
},
"IsSLAEnabled": false,
"IsSolutionAware": false,
"IsStateModelAware": true,
"IsValidForAdvancedFind": true,
"IsValidForQueue": {
   "@odata.type": "Microsoft.Dynamics.CRM.BooleanManagedProperty",
   "Value": false,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "canmodifyqueuesettings"
},
"IsVisibleInMobile": {
   "@odata.type": "Microsoft.Dynamics.CRM.BooleanManagedProperty",
   "Value": false,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "canmodifymobilevisibility"
},
"IsVisibleInMobileClient": {
   "@odata.type": "Microsoft.Dynamics.CRM.BooleanManagedProperty",
   "Value": false,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "canmodifymobileclientvisibility"
},
"LogicalCollectionName": "sample_bankaccounts",
"LogicalName": "sample_bankaccount",
"MobileOfflineFilters": "",
"ObjectTypeCode": 10393,
"OwnershipType": "UserOwned",
"PrimaryIdAttribute": "sample_bankaccountid",
"PrimaryNameAttribute": "sample_name",
"Privileges": [
   {
      "@odata.type": "Microsoft.Dynamics.CRM.SecurityPrivilegeMetadata",
      "CanBeBasic": true,
      "CanBeDeep": true,
      "CanBeGlobal": true,
      "CanBeLocal": true,
      "CanBeEntityReference": false,
      "CanBeParentEntityReference": false,
      "Name": "prvCreatesample_BankAccount",
      "PrivilegeId": "44f00701-716e-4584-8bab-cb0d263c070b",
      "PrivilegeType": "Create"
   },
   {
      "@odata.type": "Microsoft.Dynamics.CRM.SecurityPrivilegeMetadata",
      "CanBeBasic": true,
      "CanBeDeep": true,
      "CanBeGlobal": true,
      "CanBeLocal": true,
      "CanBeEntityReference": false,
      "CanBeParentEntityReference": false,
      "Name": "prvReadsample_BankAccount",
      "PrivilegeId": "9cad3243-d0fe-467e-a731-c8b3416a6252",
      "PrivilegeType": "Read"
   },
   {
      "@odata.type": "Microsoft.Dynamics.CRM.SecurityPrivilegeMetadata",
      "CanBeBasic": true,
      "CanBeDeep": true,
      "CanBeGlobal": true,
      "CanBeLocal": true,
      "CanBeEntityReference": false,
      "CanBeParentEntityReference": false,
      "Name": "prvWritesample_BankAccount",
      "PrivilegeId": "dc5465ed-223f-4b13-a272-fff25e5b5270",
      "PrivilegeType": "Write"
   },
   {
      "@odata.type": "Microsoft.Dynamics.CRM.SecurityPrivilegeMetadata",
      "CanBeBasic": true,
      "CanBeDeep": true,
      "CanBeGlobal": true,
      "CanBeLocal": true,
      "CanBeEntityReference": false,
      "CanBeParentEntityReference": false,
      "Name": "prvDeletesample_BankAccount",
      "PrivilegeId": "9a409df2-ca4a-4ad9-8218-df88424dd7a0",
      "PrivilegeType": "Delete"
   },
   {
      "@odata.type": "Microsoft.Dynamics.CRM.SecurityPrivilegeMetadata",
      "CanBeBasic": true,
      "CanBeDeep": true,
      "CanBeGlobal": true,
      "CanBeLocal": true,
      "CanBeEntityReference": false,
      "CanBeParentEntityReference": false,
      "Name": "prvAssignsample_BankAccount",
      "PrivilegeId": "73bf7dd3-f532-4468-abfe-84bbf0eae058",
      "PrivilegeType": "Assign"
   },
   {
      "@odata.type": "Microsoft.Dynamics.CRM.SecurityPrivilegeMetadata",
      "CanBeBasic": true,
      "CanBeDeep": true,
      "CanBeGlobal": true,
      "CanBeLocal": true,
      "CanBeEntityReference": false,
      "CanBeParentEntityReference": false,
      "Name": "prvSharesample_BankAccount",
      "PrivilegeId": "292f6e27-9603-4835-882d-e28c175432ed",
      "PrivilegeType": "Share"
   },
   {
      "@odata.type": "Microsoft.Dynamics.CRM.SecurityPrivilegeMetadata",
      "CanBeBasic": true,
      "CanBeDeep": true,
      "CanBeGlobal": true,
      "CanBeLocal": true,
      "CanBeEntityReference": false,
      "CanBeParentEntityReference": false,
      "Name": "prvAppendsample_BankAccount",
      "PrivilegeId": "42401aa6-6447-4fdc-9679-bcb89b62bd76",
      "PrivilegeType": "Append"
   },
   {
      "@odata.type": "Microsoft.Dynamics.CRM.SecurityPrivilegeMetadata",
      "CanBeBasic": true,
      "CanBeDeep": true,
      "CanBeGlobal": true,
      "CanBeLocal": true,
      "CanBeEntityReference": false,
      "CanBeParentEntityReference": false,
      "Name": "prvAppendTosample_BankAccount",
      "PrivilegeId": "847ba62d-2f33-4208-87e6-52532b331f60",
      "PrivilegeType": "AppendTo"
   }
],
"ReportViewName": "Filteredsample_BankAccount",
"SchemaName": "sample_BankAccount",
"Settings": [],
"SyncToExternalSearchIndex": false,
"UsesBusinessDataLabelTable": false,
"MetadataId": "22cc22cc-dd33-ee44-ff55-66aa66aa66aa"
}

Response:

HTTP/1.1 204 NoContent
OData-Version: 4.0
OData-EntityId: [Organization Uri]/api/data/v9.2/EntityDefinitions(LogicalName='sample_bankaccount')

Console output:

Sending request to update the sample_BankAccount table...
Updated the Bank Account table

Section 2: Create, Retrieve and Update Columns

This section creates and retrieves a selected group of column definitions. Each of these types are derived from AttributeMetadata EntityType so they share most of the same common properties. However, each derived type has a few special properties.

Boolean Column

Create a Boolean column using BooleanAttributeMetadata EntityType. Despite the name, boolean columns have an OptionSet property just like choice columns. However, they always have only two options: TrueOption with value 1 and FalseOption with value 0.

Request:

POST [Organization Uri]/api/data/v9.2/EntityDefinitions(LogicalName='sample_bankaccount')/Attributes HTTP/1.1
MSCRM.SolutionUniqueName: examplesolution
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

{
"@odata.type": "Microsoft.Dynamics.CRM.BooleanAttributeMetadata",
"AttributeType": "Boolean",
"AttributeTypeName": {
   "Value": "BooleanType"
},
"DefaultValue": false,
"OptionSet": {
   "@odata.type": "Microsoft.Dynamics.CRM.BooleanOptionSetMetadata",
   "TrueOption": {
      "Value": 1,
      "Label": {
      "@odata.type": "Microsoft.Dynamics.CRM.Label",
      "LocalizedLabels": [
         {
            "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
            "Label": "True",
            "LanguageCode": 1033,
            "IsManaged": false
         }
      ],
      "UserLocalizedLabel": {
         "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
         "Label": "True",
         "LanguageCode": 1033,
         "IsManaged": false
      }
      }
   },
   "FalseOption": {
      "Value": 0,
      "Label": {
      "@odata.type": "Microsoft.Dynamics.CRM.Label",
      "LocalizedLabels": [
         {
            "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
            "Label": "False",
            "LanguageCode": 1033,
            "IsManaged": false
         }
      ],
      "UserLocalizedLabel": {
         "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
         "Label": "False",
         "LanguageCode": 1033,
         "IsManaged": false
      }
      }
   },
   "OptionSetType": "Boolean"
},
"Description": {
   "@odata.type": "Microsoft.Dynamics.CRM.Label",
   "LocalizedLabels": [
      {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Boolean Attribute",
      "LanguageCode": 1033,
      "IsManaged": false
      }
   ],
   "UserLocalizedLabel": {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Boolean Attribute",
      "LanguageCode": 1033,
      "IsManaged": false
   }
},
"DisplayName": {
   "@odata.type": "Microsoft.Dynamics.CRM.Label",
   "LocalizedLabels": [
      {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Sample Boolean",
      "LanguageCode": 1033,
      "IsManaged": false
      }
   ],
   "UserLocalizedLabel": {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Sample Boolean",
      "LanguageCode": 1033,
      "IsManaged": false
   }
},
"RequiredLevel": {
   "Value": "None",
   "CanBeChanged": false,
   "ManagedPropertyLogicalName": "canmodifyrequirementlevelsettings"
},
"SchemaName": "sample_Boolean"
}

Response:

HTTP/1.1 204 NoContent
OData-Version: 4.0
OData-EntityId: [Organization Uri]/api/data/v9.2/EntityDefinitions(LogicalName='sample_bankaccount')/Attributes(33dd33dd-ee44-ff55-aa66-77bb77bb77bb)

Retrieve the Boolean column including $expand=OptionSet so that the options can be retrieved.

Note

The URL for this request includes /Microsoft.Dynamics.CRM.BooleanAttributeMetadata which performs a cast operation that is required to return any property that is not defined within the AttributeMetadata EntityType. Without this, the OptionSet expansion is not possible.

Request:

GET [Organization Uri]/api/data/v9.2/EntityDefinitions(LogicalName='sample_bankaccount')/Attributes(LogicalName='sample_boolean')/Microsoft.Dynamics.CRM.BooleanAttributeMetadata?$expand=OptionSet HTTP/1.1
Consistency: Strong
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

Response:

HTTP/1.1 200 OK
OData-Version: 4.0

{
"@odata.context": "[Organization Uri]/api/data/v9.2/$metadata#EntityDefinitions('sample_bankaccount')/Attributes/Microsoft.Dynamics.CRM.BooleanAttributeMetadata(OptionSet())/$entity",
"MetadataId": "33dd33dd-ee44-ff55-aa66-77bb77bb77bb",
"HasChanged": null,
"AttributeOf": null,
"AttributeType": "Boolean",
"ColumnNumber": 35,
"DeprecatedVersion": null,
"IntroducedVersion": "1.0.0.0",
"EntityLogicalName": "sample_bankaccount",
"IsCustomAttribute": true,
"IsPrimaryId": false,
"IsValidODataAttribute": true,
"IsPrimaryName": false,
"IsValidForCreate": true,
"IsValidForRead": true,
"IsValidForUpdate": true,
"CanBeSecuredForRead": true,
"CanBeSecuredForCreate": true,
"CanBeSecuredForUpdate": true,
"IsSecured": false,
"IsRetrievable": false,
"IsFilterable": false,
"IsSearchable": false,
"IsManaged": false,
"LinkedAttributeId": null,
"LogicalName": "sample_boolean",
"IsValidForForm": true,
"IsRequiredForForm": false,
"IsValidForGrid": true,
"SchemaName": "sample_Boolean",
"ExternalName": null,
"IsLogical": false,
"IsDataSourceSecret": false,
"InheritsFrom": null,
"CreatedOn": "2022-09-01T16:15:08Z",
"ModifiedOn": "2022-09-01T16:15:08Z",
"SourceType": 0,
"AutoNumberFormat": null,
"DefaultValue": false,
"FormulaDefinition": "",
"SourceTypeMask": 0,
"AttributeTypeName": {
   "Value": "BooleanType"
},
"Description": {
   "LocalizedLabels": [
      {
      "Label": "Boolean Attribute",
      "LanguageCode": 1033,
      "IsManaged": false,
      "MetadataId": "ea50b52d-53e4-4f8d-82ce-8f74a7554800",
      "HasChanged": null
      }
   ],
   "UserLocalizedLabel": {
      "Label": "Boolean Attribute",
      "LanguageCode": 1033,
      "IsManaged": false,
      "MetadataId": "ea50b52d-53e4-4f8d-82ce-8f74a7554800",
      "HasChanged": null
   }
},
"DisplayName": {
   "LocalizedLabels": [
      {
      "Label": "Sample Boolean",
      "LanguageCode": 1033,
      "IsManaged": false,
      "MetadataId": "9e4daa21-8774-4de9-b467-d046389459dc",
      "HasChanged": null
      }
   ],
   "UserLocalizedLabel": {
      "Label": "Sample Boolean",
      "LanguageCode": 1033,
      "IsManaged": false,
      "MetadataId": "9e4daa21-8774-4de9-b467-d046389459dc",
      "HasChanged": null
   }
},
"IsAuditEnabled": {
   "Value": true,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "canmodifyauditsettings"
},
"IsGlobalFilterEnabled": {
   "Value": false,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "canmodifyglobalfiltersettings"
},
"IsSortableEnabled": {
   "Value": false,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "canmodifyissortablesettings"
},
"IsCustomizable": {
   "Value": true,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "iscustomizable"
},
"IsRenameable": {
   "Value": true,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "isrenameable"
},
"IsValidForAdvancedFind": {
   "Value": true,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "canmodifysearchsettings"
},
"RequiredLevel": {
   "Value": "None",
   "CanBeChanged": false,
   "ManagedPropertyLogicalName": "canmodifyrequirementlevelsettings"
},
"CanModifyAdditionalSettings": {
   "Value": true,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "canmodifyadditionalsettings"
},
"Settings": [],
"OptionSet": {
   "MetadataId": "74f33b3d-112a-ed11-9db1-00224804f8e2",
   "HasChanged": null,
   "IsCustomOptionSet": true,
   "IsGlobal": false,
   "IsManaged": false,
   "Name": "sample_bankaccount_sample_boolean",
   "ExternalTypeName": null,
   "OptionSetType": "Boolean",
   "IntroducedVersion": "1.0.0.0",
   "Description": {
      "LocalizedLabels": [
      {
         "Label": "Boolean Attribute",
         "LanguageCode": 1033,
         "IsManaged": false,
         "MetadataId": "76f33b3d-112a-ed11-9db1-00224804f8e2",
         "HasChanged": null
      }
      ],
      "UserLocalizedLabel": {
      "Label": "Boolean Attribute",
      "LanguageCode": 1033,
      "IsManaged": false,
      "MetadataId": "76f33b3d-112a-ed11-9db1-00224804f8e2",
      "HasChanged": null
      }
   },
   "DisplayName": {
      "LocalizedLabels": [
      {
         "Label": "Sample Boolean",
         "LanguageCode": 1033,
         "IsManaged": false,
         "MetadataId": "75f33b3d-112a-ed11-9db1-00224804f8e2",
         "HasChanged": null
      }
      ],
      "UserLocalizedLabel": {
      "Label": "Sample Boolean",
      "LanguageCode": 1033,
      "IsManaged": false,
      "MetadataId": "75f33b3d-112a-ed11-9db1-00224804f8e2",
      "HasChanged": null
      }
   },
   "IsCustomizable": {
      "Value": true,
      "CanBeChanged": true,
      "ManagedPropertyLogicalName": "iscustomizable"
   },
   "TrueOption": {
      "Value": 1,
      "Color": null,
      "IsManaged": false,
      "ExternalValue": "",
      "ParentValues": [],
      "MetadataId": null,
      "HasChanged": null,
      "Label": {
      "LocalizedLabels": [
         {
            "Label": "True",
            "LanguageCode": 1033,
            "IsManaged": false,
            "MetadataId": "12049c5f-e99d-453f-8315-3933512539a1",
            "HasChanged": null
         }
      ],
      "UserLocalizedLabel": {
         "Label": "True",
         "LanguageCode": 1033,
         "IsManaged": false,
         "MetadataId": "12049c5f-e99d-453f-8315-3933512539a1",
         "HasChanged": null
      }
      },
      "Description": {
      "LocalizedLabels": [],
      "UserLocalizedLabel": null
      }
   },
   "FalseOption": {
      "Value": 0,
      "Color": null,
      "IsManaged": false,
      "ExternalValue": "",
      "ParentValues": [],
      "MetadataId": null,
      "HasChanged": null,
      "Label": {
      "LocalizedLabels": [
         {
            "Label": "False",
            "LanguageCode": 1033,
            "IsManaged": false,
            "MetadataId": "e3d4c2b1-ad54-4d3a-8e01-f759da0e476f",
            "HasChanged": null
         }
      ],
      "UserLocalizedLabel": {
         "Label": "False",
         "LanguageCode": 1033,
         "IsManaged": false,
         "MetadataId": "e3d4c2b1-ad54-4d3a-8e01-f759da0e476f",
         "HasChanged": null
      }
      },
      "Description": {
      "LocalizedLabels": [],
      "UserLocalizedLabel": null
      }
   }
}
}

Console output:

Original Option Labels:
True Option Label:'True' Value: 1
False Option Label:'False' Value: 0

Update the Boolean column. The only changes are to the DisplayName, Description, and RequiredLevel properties, but the entire definition is included because PUT is used.

Note

Even though the OptionSet property is included in this payload, any changes to the options would not be applied because they are not considered part of the column definition. They must be updated separately and this sample will show you how in following steps.

Request:

PUT [Organization Uri]/api/data/v9.2/EntityDefinitions(LogicalName='sample_bankaccount')/Attributes(LogicalName='sample_boolean') HTTP/1.1
MSCRM.SolutionUniqueName: examplesolution
MSCRM.MergeLabels: true
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

{
"@odata.type": "Microsoft.Dynamics.CRM.BooleanAttributeMetadata",
"AttributeType": "Boolean",
"AttributeTypeName": {
   "Value": "BooleanType"
},
"DefaultValue": false,
"FormulaDefinition": "",
"SourceTypeMask": 0,
"OptionSet": {
   "@odata.type": "Microsoft.Dynamics.CRM.BooleanOptionSetMetadata",
   "TrueOption": {
      "Value": 1,
      "Label": {
      "@odata.type": "Microsoft.Dynamics.CRM.Label",
      "LocalizedLabels": [
         {
            "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
            "Label": "True",
            "LanguageCode": 1033,
            "IsManaged": false,
            "MetadataId": "12049c5f-e99d-453f-8315-3933512539a1"
         }
      ],
      "UserLocalizedLabel": {
         "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
         "Label": "True",
         "LanguageCode": 1033,
         "IsManaged": false,
         "MetadataId": "12049c5f-e99d-453f-8315-3933512539a1"
      }
      },
      "Description": {
      "@odata.type": "Microsoft.Dynamics.CRM.Label",
      "LocalizedLabels": [],
      "UserLocalizedLabel": {
         "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
         "LanguageCode": 0,
         "IsManaged": false
      }
      },
      "IsManaged": false,
      "ExternalValue": ""
   },
   "FalseOption": {
      "Value": 0,
      "Label": {
      "@odata.type": "Microsoft.Dynamics.CRM.Label",
      "LocalizedLabels": [
         {
            "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
            "Label": "False",
            "LanguageCode": 1033,
            "IsManaged": false,
            "MetadataId": "e3d4c2b1-ad54-4d3a-8e01-f759da0e476f"
         }
      ],
      "UserLocalizedLabel": {
         "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
         "Label": "False",
         "LanguageCode": 1033,
         "IsManaged": false,
         "MetadataId": "e3d4c2b1-ad54-4d3a-8e01-f759da0e476f"
      }
      },
      "Description": {
      "@odata.type": "Microsoft.Dynamics.CRM.Label",
      "LocalizedLabels": [],
      "UserLocalizedLabel": {
         "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
         "LanguageCode": 0,
         "IsManaged": false
      }
      },
      "IsManaged": false,
      "ExternalValue": ""
   },
   "OptionSetType": "Boolean",
   "Description": {
      "@odata.type": "Microsoft.Dynamics.CRM.Label",
      "LocalizedLabels": [
      {
         "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
         "Label": "Boolean Attribute",
         "LanguageCode": 1033,
         "IsManaged": false,
         "MetadataId": "76f33b3d-112a-ed11-9db1-00224804f8e2"
      }
      ],
      "UserLocalizedLabel": {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Boolean Attribute",
      "LanguageCode": 1033,
      "IsManaged": false,
      "MetadataId": "76f33b3d-112a-ed11-9db1-00224804f8e2"
      }
   },
   "DisplayName": {
      "@odata.type": "Microsoft.Dynamics.CRM.Label",
      "LocalizedLabels": [
      {
         "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
         "Label": "Sample Boolean",
         "LanguageCode": 1033,
         "IsManaged": false,
         "MetadataId": "75f33b3d-112a-ed11-9db1-00224804f8e2"
      }
      ],
      "UserLocalizedLabel": {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Sample Boolean",
      "LanguageCode": 1033,
      "IsManaged": false,
      "MetadataId": "75f33b3d-112a-ed11-9db1-00224804f8e2"
      }
   },
   "IntroducedVersion": "1.0.0.0",
   "IsCustomizable": {
      "@odata.type": "Microsoft.Dynamics.CRM.BooleanManagedProperty",
      "Value": true,
      "CanBeChanged": true,
      "ManagedPropertyLogicalName": "iscustomizable"
   },
   "IsCustomOptionSet": true,
   "IsGlobal": false,
   "IsManaged": false,
   "Name": "sample_bankaccount_sample_boolean",
   "MetadataId": "74f33b3d-112a-ed11-9db1-00224804f8e2"
},
"CanBeSecuredForCreate": true,
"CanBeSecuredForRead": true,
"CanBeSecuredForUpdate": true,
"CanModifyAdditionalSettings": {
   "@odata.type": "Microsoft.Dynamics.CRM.BooleanManagedProperty",
   "Value": true,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "canmodifyadditionalsettings"
},
"ColumnNumber": 35,
"Description": {
   "@odata.type": "Microsoft.Dynamics.CRM.Label",
   "LocalizedLabels": [
      {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Boolean Attribute Updated",
      "LanguageCode": 1033,
      "IsManaged": false
      }
   ],
   "UserLocalizedLabel": {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Boolean Attribute Updated",
      "LanguageCode": 1033,
      "IsManaged": false
   }
},
"DisplayName": {
   "@odata.type": "Microsoft.Dynamics.CRM.Label",
   "LocalizedLabels": [
      {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Sample Boolean Updated",
      "LanguageCode": 1033,
      "IsManaged": false
      }
   ],
   "UserLocalizedLabel": {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Sample Boolean Updated",
      "LanguageCode": 1033,
      "IsManaged": false
   }
},
"EntityLogicalName": "sample_bankaccount",
"IntroducedVersion": "1.0.0.0",
"IsAuditEnabled": {
   "@odata.type": "Microsoft.Dynamics.CRM.BooleanManagedProperty",
   "Value": true,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "canmodifyauditsettings"
},
"IsCustomAttribute": true,
"IsCustomizable": {
   "@odata.type": "Microsoft.Dynamics.CRM.BooleanManagedProperty",
   "Value": true,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "iscustomizable"
},
"IsDataSourceSecret": false,
"IsFilterable": false,
"IsGlobalFilterEnabled": {
   "@odata.type": "Microsoft.Dynamics.CRM.BooleanManagedProperty",
   "Value": false,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "canmodifyglobalfiltersettings"
},
"IsLogical": false,
"IsManaged": false,
"IsPrimaryId": false,
"IsPrimaryName": false,
"IsRenameable": {
   "@odata.type": "Microsoft.Dynamics.CRM.BooleanManagedProperty",
   "Value": true,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "isrenameable"
},
"IsRequiredForForm": false,
"IsRetrievable": false,
"IsSearchable": false,
"IsSecured": false,
"IsSortableEnabled": {
   "@odata.type": "Microsoft.Dynamics.CRM.BooleanManagedProperty",
   "Value": false,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "canmodifyissortablesettings"
},
"IsValidForAdvancedFind": {
   "@odata.type": "Microsoft.Dynamics.CRM.BooleanManagedProperty",
   "Value": true,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "canmodifysearchsettings"
},
"IsValidForCreate": true,
"IsValidForForm": true,
"IsValidForGrid": true,
"IsValidForRead": true,
"IsValidForUpdate": true,
"LogicalName": "sample_boolean",
"RequiredLevel": {
   "Value": "ApplicationRequired",
   "CanBeChanged": false,
   "ManagedPropertyLogicalName": "canmodifyrequirementlevelsettings"
},
"SchemaName": "sample_Boolean",
"SourceType": 0,
"MetadataId": "33dd33dd-ee44-ff55-aa66-77bb77bb77bb"
}

Response:

HTTP/1.1 204 NoContent
OData-Version: 4.0
OData-EntityId: [Organization Uri]/api/data/v9.2/EntityDefinitions(LogicalName='sample_bankaccount')/Attributes(LogicalName='sample_boolean')

Console output:

Updated Boolean Column properties

Update Option Values

Update each of the boolean options using UpdateOptionValue Action.

Note

Here we are applying changes to options in a boolean attribute, but you will use UpdateOptionValue for options in any type of column that uses them except status columns, where you must use the UpdateStateValue Action.

Change the TrueOption value label to 'Up'.

Request:

POST [Organization Uri]/api/data/v9.2/UpdateOptionValue HTTP/1.1
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

{
"AttributeLogicalName": "sample_boolean",
"EntityLogicalName": "sample_bankaccount",
"Value": 1,
"Label": {
   "@odata.type": "Microsoft.Dynamics.CRM.Label",
   "LocalizedLabels": [
      {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Up",
      "LanguageCode": 1033,
      "IsManaged": false
      }
   ],
   "UserLocalizedLabel": {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Up",
      "LanguageCode": 1033,
      "IsManaged": false
   }
},
"MergeLabels": true
}

Response:

HTTP/1.1 204 NoContent
OData-Version: 4.0

Change the FalseOption value label to 'Down'.

Request:

POST [Organization Uri]/api/data/v9.2/UpdateOptionValue HTTP/1.1
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

{
"AttributeLogicalName": "sample_boolean",
"EntityLogicalName": "sample_bankaccount",
"Value": 0,
"Label": {
   "@odata.type": "Microsoft.Dynamics.CRM.Label",
   "LocalizedLabels": [
      {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Down",
      "LanguageCode": 1033,
      "IsManaged": false
      }
   ],
   "UserLocalizedLabel": {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Down",
      "LanguageCode": 1033,
      "IsManaged": false
   }
},
"MergeLabels": true
}

Response:

HTTP/1.1 204 NoContent
OData-Version: 4.0

Console output:

Updated option labels

Retrieve the modified option values for the Boolean column using the same query as before:

Console output:

Updated Option Labels:
Updated True Option Label:'Up' Value: 1
Updated False Option Label:'Down' Value: 0

DateTime Column

Create a DateTime column using DateTimeAttributeMetadata EntityType.

Request:

POST [Organization Uri]/api/data/v9.2/EntityDefinitions(LogicalName='sample_bankaccount')/Attributes HTTP/1.1
MSCRM.SolutionUniqueName: examplesolution
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

{
"@odata.type": "Microsoft.Dynamics.CRM.DateTimeAttributeMetadata",
"AttributeType": "DateTime",
"AttributeTypeName": {
   "Value": "DateTimeType"
},
"Format": "DateOnly",
"ImeMode": "Disabled",
"DateTimeBehavior": {
   "Value": "DateOnly"
},
"Description": {
   "@odata.type": "Microsoft.Dynamics.CRM.Label",
   "LocalizedLabels": [
      {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "DateTime Attribute",
      "LanguageCode": 1033,
      "IsManaged": false
      }
   ],
   "UserLocalizedLabel": {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "DateTime Attribute",
      "LanguageCode": 1033,
      "IsManaged": false
   }
},
"DisplayName": {
   "@odata.type": "Microsoft.Dynamics.CRM.Label",
   "LocalizedLabels": [
      {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Sample DateTime",
      "LanguageCode": 1033,
      "IsManaged": false
      }
   ],
   "UserLocalizedLabel": {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Sample DateTime",
      "LanguageCode": 1033,
      "IsManaged": false
   }
},
"RequiredLevel": {
   "Value": "None",
   "CanBeChanged": false,
   "ManagedPropertyLogicalName": "canmodifyrequirementlevelsettings"
},
"SchemaName": "sample_DateTime"
}

Response:

HTTP/1.1 204 NoContent
OData-Version: 4.0
OData-EntityId: [Organization Uri]/api/data/v9.2/EntityDefinitions(LogicalName='sample_bankaccount')/Attributes(44ee44ee-ff55-aa66-bb77-88cc88cc88cc)

Console output:

Created DateTime column with id:44ee44ee-ff55-aa66-bb77-88cc88cc88cc

Retrieve selected values of the DateTime column.

Request:

GET [Organization Uri]/api/data/v9.2/EntityDefinitions(LogicalName='sample_bankaccount')/Attributes(LogicalName='sample_datetime')/Microsoft.Dynamics.CRM.DateTimeAttributeMetadata?$select=SchemaName,Format,DateTimeBehavior HTTP/1.1
Consistency: Strong
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

Response:

HTTP/1.1 200 OK
OData-Version: 4.0

{
"@odata.context": "[Organization Uri]/api/data/v9.2/$metadata#EntityDefinitions('sample_bankaccount')/Attributes/Microsoft.Dynamics.CRM.DateTimeAttributeMetadata(SchemaName,Format,DateTimeBehavior)/$entity",
"SchemaName": "sample_DateTime",
"Format": "DateOnly",
"MetadataId": "44ee44ee-ff55-aa66-bb77-88cc88cc88cc",
"DateTimeBehavior": {
   "Value": "DateOnly"
 }
}

Console output:

Retrieved Datetime column properties:
      DateTime Format:'DateOnly'
      DateTime DateTimeBehavior:'DateOnly'

Decimal Column

Create a Decimal Column using DecimalAttributeMetadata EntityType.

Request:

POST [Organization Uri]/api/data/v9.2/EntityDefinitions(LogicalName='sample_bankaccount')/Attributes HTTP/1.1
MSCRM.SolutionUniqueName: examplesolution
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

{
"@odata.type": "Microsoft.Dynamics.CRM.DecimalAttributeMetadata",
"AttributeType": "Decimal",
"AttributeTypeName": {
   "Value": "DecimalType"
},
"MaxValue": 100.0,
"MinValue": 0.0,
"Precision": 1,
"Description": {
   "@odata.type": "Microsoft.Dynamics.CRM.Label",
   "LocalizedLabels": [
      {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Decimal Attribute",
      "LanguageCode": 1033,
      "IsManaged": false
      }
   ],
   "UserLocalizedLabel": {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Decimal Attribute",
      "LanguageCode": 1033,
      "IsManaged": false
   }
},
"DisplayName": {
   "@odata.type": "Microsoft.Dynamics.CRM.Label",
   "LocalizedLabels": [
      {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Sample Decimal",
      "LanguageCode": 1033,
      "IsManaged": false
      }
   ],
   "UserLocalizedLabel": {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Sample Decimal",
      "LanguageCode": 1033,
      "IsManaged": false
   }
},
"RequiredLevel": {
   "Value": "None",
   "CanBeChanged": false,
   "ManagedPropertyLogicalName": "canmodifyrequirementlevelsettings"
},
"SchemaName": "sample_Decimal"
}

Response:

HTTP/1.1 204 NoContent
OData-Version: 4.0
OData-EntityId: [Organization Uri]/api/data/v9.2/EntityDefinitions(LogicalName='sample_bankaccount')/Attributes(55ff55ff-aa66-bb77-cc88-99dd99dd99dd)

Console output:

Created Decimal column with id:55ff55ff-aa66-bb77-cc88-99dd99dd99dd

Retrieve selected values of the Decimal column.

Request:

GET [Organization Uri]/api/data/v9.2/EntityDefinitions(LogicalName='sample_bankaccount')/Attributes(LogicalName='sample_decimal')/Microsoft.Dynamics.CRM.DecimalAttributeMetadata?$select=SchemaName,MaxValue,MinValue,Precision HTTP/1.1
Consistency: Strong
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

Response:

HTTP/1.1 200 OK
OData-Version: 4.0

{
"@odata.context": "[Organization Uri]/api/data/v9.2/$metadata#EntityDefinitions('sample_bankaccount')/Attributes/Microsoft.Dynamics.CRM.DecimalAttributeMetadata(SchemaName,MaxValue,MinValue,Precision)/$entity",
"SchemaName": "sample_Decimal",
"MaxValue": 100,
"MinValue": 0,
"Precision": 1,
"MetadataId": "55ff55ff-aa66-bb77-cc88-99dd99dd99dd"
}

Console output:

Retrieved Decimal column properties:
Decimal MaxValue:100
Decimal MinValue:0
Decimal Precision:1

Integer Column

Create an Integer column using IntegerAttributeMetadata EntityType.

Request:

POST [Organization Uri]/api/data/v9.2/EntityDefinitions(LogicalName='sample_bankaccount')/Attributes HTTP/1.1
MSCRM.SolutionUniqueName: examplesolution
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

{
"@odata.type": "Microsoft.Dynamics.CRM.IntegerAttributeMetadata",
"AttributeType": "Integer",
"AttributeTypeName": {
   "Value": "IntegerType"
},
"MaxValue": 100,
"MinValue": 0,
"Format": "None",
"SourceTypeMask": 0,
"Description": {
   "@odata.type": "Microsoft.Dynamics.CRM.Label",
   "LocalizedLabels": [
      {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Integer Attribute",
      "LanguageCode": 1033,
      "IsManaged": false
      }
   ],
   "UserLocalizedLabel": {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Integer Attribute",
      "LanguageCode": 1033,
      "IsManaged": false
   }
},
"DisplayName": {
   "@odata.type": "Microsoft.Dynamics.CRM.Label",
   "LocalizedLabels": [
      {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Sample Integer",
      "LanguageCode": 1033,
      "IsManaged": false
      }
   ],
   "UserLocalizedLabel": {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Sample Integer",
      "LanguageCode": 1033,
      "IsManaged": false
   }
},
"RequiredLevel": {
   "Value": "None",
   "CanBeChanged": false,
   "ManagedPropertyLogicalName": "canmodifyrequirementlevelsettings"
},
"SchemaName": "sample_Integer"
}

Response:

HTTP/1.1 204 NoContent
OData-Version: 4.0
OData-EntityId: [Organization Uri]/api/data/v9.2/EntityDefinitions(LogicalName='sample_bankaccount')/Attributes(66aa66aa-bb77-cc88-dd99-00ee00ee00ee)

Console output:

Created Integer column with id:66aa66aa-bb77-cc88-dd99-00ee00ee00ee

Retrieve selected values of the Integer column.

Request:

GET [Organization Uri]/api/data/v9.2/EntityDefinitions(LogicalName='sample_bankaccount')/Attributes(LogicalName='sample_integer')/Microsoft.Dynamics.CRM.IntegerAttributeMetadata?$select=SchemaName,MaxValue,MinValue,Format HTTP/1.1
Consistency: Strong
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

Response:

HTTP/1.1 200 OK
OData-Version: 4.0

{
"@odata.context": "[Organization Uri]/api/data/v9.2/$metadata#EntityDefinitions('sample_bankaccount')/Attributes/Microsoft.Dynamics.CRM.IntegerAttributeMetadata(SchemaName,MaxValue,MinValue,Format)/$entity",
"SchemaName": "sample_Integer",
"MaxValue": 100,
"MinValue": 0,
"Format": "None",
"MetadataId": "66aa66aa-bb77-cc88-dd99-00ee00ee00ee"
}

Console output:

Retrieved Integer column properties:
Integer MaxValue:100
Integer MinValue:0
Integer Format:None

Memo Column

Create a Memo Column using MemoAttributeMetadata EntityType.

Request:

POST [Organization Uri]/api/data/v9.2/EntityDefinitions(LogicalName='sample_bankaccount')/Attributes HTTP/1.1
MSCRM.SolutionUniqueName: examplesolution
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

{
"@odata.type": "Microsoft.Dynamics.CRM.MemoAttributeMetadata",
"AttributeType": "Memo",
"AttributeTypeName": {
   "Value": "MemoType"
},
"Format": "TextArea",
"ImeMode": "Disabled",
"MaxLength": 500,
"IsLocalizable": false,
"Description": {
   "@odata.type": "Microsoft.Dynamics.CRM.Label",
   "LocalizedLabels": [
      {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Memo Attribute",
      "LanguageCode": 1033,
      "IsManaged": false
      }
   ],
   "UserLocalizedLabel": {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Memo Attribute",
      "LanguageCode": 1033,
      "IsManaged": false
   }
},
"DisplayName": {
   "@odata.type": "Microsoft.Dynamics.CRM.Label",
   "LocalizedLabels": [
      {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Sample Memo",
      "LanguageCode": 1033,
      "IsManaged": false
      }
   ],
   "UserLocalizedLabel": {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Sample Memo",
      "LanguageCode": 1033,
      "IsManaged": false
   }
},
"RequiredLevel": {
   "Value": "None",
   "CanBeChanged": false,
   "ManagedPropertyLogicalName": "canmodifyrequirementlevelsettings"
},
"SchemaName": "sample_Memo"
}

Response:

HTTP/1.1 204 NoContent
OData-Version: 4.0
OData-EntityId: [Organization Uri]/api/data/v9.2/EntityDefinitions(LogicalName='sample_bankaccount')/Attributes(00aa00aa-bb11-cc22-dd33-44ee44ee44ee)

Console output:

Created Memo column with id:00aa00aa-bb11-cc22-dd33-44ee44ee44ee

Retrieve selected values of the Memo Column.

Request:

GET [Organization Uri]/api/data/v9.2/EntityDefinitions(LogicalName='sample_bankaccount')/Attributes(LogicalName='sample_memo')/Microsoft.Dynamics.CRM.MemoAttributeMetadata?$select=SchemaName,Format,ImeMode,MaxLength HTTP/1.1
Consistency: Strong
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

Response:

HTTP/1.1 200 OK
OData-Version: 4.0

{
"@odata.context": "[Organization Uri]/api/data/v9.2/$metadata#EntityDefinitions('sample_bankaccount')/Attributes/Microsoft.Dynamics.CRM.MemoAttributeMetadata(SchemaName,Format,ImeMode,MaxLength)/$entity",
"SchemaName": "sample_Memo",
"Format": "TextArea",
"ImeMode": "Disabled",
"MaxLength": 500,
"MetadataId": "00aa00aa-bb11-cc22-dd33-44ee44ee44ee"
}

Console output:

Retrieved Memo column properties:
Memo Format:TextArea
Memo ImeMode:Disabled
Memo MaxLength:500

Money Column

Create a Money Column using MoneyAttributeMetadata EntityType.

Request:

POST [Organization Uri]/api/data/v9.2/EntityDefinitions(LogicalName='sample_bankaccount')/Attributes HTTP/1.1
MSCRM.SolutionUniqueName: examplesolution
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

{
"@odata.type": "Microsoft.Dynamics.CRM.MoneyAttributeMetadata",
"AttributeType": "Money",
"AttributeTypeName": {
   "Value": "MoneyType"
},
"ImeMode": "Disabled",
"MaxValue": 1000.0,
"MinValue": 0.0,
"Precision": 1,
"PrecisionSource": 1,
"SourceTypeMask": 0,
"IsBaseCurrency": false,
"Description": {
   "@odata.type": "Microsoft.Dynamics.CRM.Label",
   "LocalizedLabels": [
      {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Money Attribute",
      "LanguageCode": 1033,
      "IsManaged": false
      }
   ],
   "UserLocalizedLabel": {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Money Attribute",
      "LanguageCode": 1033,
      "IsManaged": false
   }
},
"DisplayName": {
   "@odata.type": "Microsoft.Dynamics.CRM.Label",
   "LocalizedLabels": [
      {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Sample Money",
      "LanguageCode": 1033,
      "IsManaged": false
      }
   ],
   "UserLocalizedLabel": {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Sample Money",
      "LanguageCode": 1033,
      "IsManaged": false
   }
},
"RequiredLevel": {
   "Value": "None",
   "CanBeChanged": false,
   "ManagedPropertyLogicalName": "canmodifyrequirementlevelsettings"
},
"SchemaName": "sample_Money"
}

Response:

HTTP/1.1 204 NoContent
OData-Version: 4.0
OData-EntityId: [Organization Uri]/api/data/v9.2/EntityDefinitions(LogicalName='sample_bankaccount')/Attributes(11bb11bb-cc22-dd33-ee44-55ff55ff55ff)

Console output:

Created Money column with id:11bb11bb-cc22-dd33-ee44-55ff55ff55ff

Retrieve selected values of the Money Column.

Request:

GET [Organization Uri]/api/data/v9.2/EntityDefinitions(LogicalName='sample_bankaccount')/Attributes(LogicalName='sample_money')/Microsoft.Dynamics.CRM.MoneyAttributeMetadata?$select=SchemaName,MaxValue,MinValue,Precision,PrecisionSource,ImeMode HTTP/1.1
Consistency: Strong
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

Response:

HTTP/1.1 200 OK
OData-Version: 4.0

{
"@odata.context": "[Organization Uri]/api/data/v9.2/$metadata#EntityDefinitions('sample_bankaccount')/Attributes/Microsoft.Dynamics.CRM.MoneyAttributeMetadata(SchemaName,MaxValue,MinValue,Precision,PrecisionSource,ImeMode)/$entity",
"SchemaName": "sample_Money",
"MaxValue": 1000.0,
"MinValue": 0.0,
"Precision": 1,
"PrecisionSource": 1,
"ImeMode": "Disabled",
"MetadataId": "11bb11bb-cc22-dd33-ee44-55ff55ff55ff"
}

Console output:

Retrieved Money column properties:
Money MaxValue:1000
Money MinValue:0
Money Precision:1
Money PrecisionSource:1
Money ImeMode:Disabled

Picklist Column

Create a Choice (Picklist) Column using PicklistAttributeMetadata EntityType with a local option set.

Request:

POST [Organization Uri]/api/data/v9.2/EntityDefinitions(LogicalName='sample_bankaccount')/Attributes HTTP/1.1
MSCRM.SolutionUniqueName: examplesolution
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

{
"@odata.type": "Microsoft.Dynamics.CRM.PicklistAttributeMetadata",
"AttributeType": "Picklist",
"AttributeTypeName": {
   "Value": "PicklistType"
},
"SourceTypeMask": 0,
"OptionSet": {
   "@odata.type": "Microsoft.Dynamics.CRM.OptionSetMetadata",
   "Options": [
      {
      "Value": 727000000,
      "Label": {
         "@odata.type": "Microsoft.Dynamics.CRM.Label",
         "LocalizedLabels": [
            {
            "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
            "Label": "Bravo",
            "LanguageCode": 1033,
            "IsManaged": false
            }
         ],
         "UserLocalizedLabel": {
            "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
            "Label": "Bravo",
            "LanguageCode": 1033,
            "IsManaged": false
         }
      }
      },
      {
      "Value": 727000001,
      "Label": {
         "@odata.type": "Microsoft.Dynamics.CRM.Label",
         "LocalizedLabels": [
            {
            "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
            "Label": "Delta",
            "LanguageCode": 1033,
            "IsManaged": false
            }
         ],
         "UserLocalizedLabel": {
            "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
            "Label": "Delta",
            "LanguageCode": 1033,
            "IsManaged": false
         }
      }
      },
      {
      "Value": 727000002,
      "Label": {
         "@odata.type": "Microsoft.Dynamics.CRM.Label",
         "LocalizedLabels": [
            {
            "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
            "Label": "Alpha",
            "LanguageCode": 1033,
            "IsManaged": false
            }
         ],
         "UserLocalizedLabel": {
            "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
            "Label": "Alpha",
            "LanguageCode": 1033,
            "IsManaged": false
         }
      }
      },
      {
      "Value": 727000003,
      "Label": {
         "@odata.type": "Microsoft.Dynamics.CRM.Label",
         "LocalizedLabels": [
            {
            "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
            "Label": "Charlie",
            "LanguageCode": 1033,
            "IsManaged": false
            }
         ],
         "UserLocalizedLabel": {
            "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
            "Label": "Charlie",
            "LanguageCode": 1033,
            "IsManaged": false
         }
      }
      },
      {
      "Value": 727000004,
      "Label": {
         "@odata.type": "Microsoft.Dynamics.CRM.Label",
         "LocalizedLabels": [
            {
            "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
            "Label": "Foxtrot",
            "LanguageCode": 1033,
            "IsManaged": false
            }
         ],
         "UserLocalizedLabel": {
            "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
            "Label": "Foxtrot",
            "LanguageCode": 1033,
            "IsManaged": false
         }
      }
      }
   ],
   "IsGlobal": false,
   "OptionSetType": "Picklist"
},
"Description": {
   "@odata.type": "Microsoft.Dynamics.CRM.Label",
   "LocalizedLabels": [
      {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Choice Attribute",
      "LanguageCode": 1033,
      "IsManaged": false
      }
   ],
   "UserLocalizedLabel": {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Choice Attribute",
      "LanguageCode": 1033,
      "IsManaged": false
   }
},
"DisplayName": {
   "@odata.type": "Microsoft.Dynamics.CRM.Label",
   "LocalizedLabels": [
      {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Sample Choice",
      "LanguageCode": 1033,
      "IsManaged": false
      }
   ],
   "UserLocalizedLabel": {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Sample Choice",
      "LanguageCode": 1033,
      "IsManaged": false
   }
},
"RequiredLevel": {
   "Value": "None",
   "CanBeChanged": false,
   "ManagedPropertyLogicalName": "canmodifyrequirementlevelsettings"
},
"SchemaName": "sample_Choice"
}

Response:

HTTP/1.1 204 NoContent
OData-Version: 4.0
OData-EntityId: [Organization Uri]/api/data/v9.2/EntityDefinitions(LogicalName='sample_bankaccount')/Attributes(22cc22cc-dd33-ee44-ff55-66aa66aa66aa)

Console output:

Created Choice column with id:22cc22cc-dd33-ee44-ff55-66aa66aa66aa

Retrieve options of the choice column using $select=SchemaName&$expand=OptionSet.

Request:

GET [Organization Uri]/api/data/v9.2/EntityDefinitions(LogicalName='sample_bankaccount')/Attributes(LogicalName='sample_choice')/Microsoft.Dynamics.CRM.PicklistAttributeMetadata?$select=SchemaName&$expand=OptionSet HTTP/1.1
Consistency: Strong
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

Response:

HTTP/1.1 200 OK
OData-Version: 4.0

{
"@odata.context": "[Organization Uri]/api/data/v9.2/$metadata#EntityDefinitions('sample_bankaccount')/Attributes/Microsoft.Dynamics.CRM.PicklistAttributeMetadata(SchemaName,OptionSet())/$entity",
"SchemaName": "sample_Choice",
"MetadataId": "22cc22cc-dd33-ee44-ff55-66aa66aa66aa",
"OptionSet": {
   "MetadataId": "4b154e49-112a-ed11-9db1-00224804f8e2",
   "HasChanged": null,
   "IsCustomOptionSet": true,
   "IsGlobal": false,
   "IsManaged": false,
   "Name": "sample_bankaccount_sample_choice",
   "ExternalTypeName": null,
   "OptionSetType": "Picklist",
   "IntroducedVersion": "1.0.0.0",
   "ParentOptionSetName": null,
   "Description": {
      "LocalizedLabels": [
      {
         "Label": "Choice Attribute",
         "LanguageCode": 1033,
         "IsManaged": false,
         "MetadataId": "4d154e49-112a-ed11-9db1-00224804f8e2",
         "HasChanged": null
      }
      ],
      "UserLocalizedLabel": {
      "Label": "Choice Attribute",
      "LanguageCode": 1033,
      "IsManaged": false,
      "MetadataId": "4d154e49-112a-ed11-9db1-00224804f8e2",
      "HasChanged": null
      }
   },
   "DisplayName": {
      "LocalizedLabels": [
      {
         "Label": "Sample Choice",
         "LanguageCode": 1033,
         "IsManaged": false,
         "MetadataId": "4c154e49-112a-ed11-9db1-00224804f8e2",
         "HasChanged": null
      }
      ],
      "UserLocalizedLabel": {
      "Label": "Sample Choice",
      "LanguageCode": 1033,
      "IsManaged": false,
      "MetadataId": "4c154e49-112a-ed11-9db1-00224804f8e2",
      "HasChanged": null
      }
   },
   "IsCustomizable": {
      "Value": true,
      "CanBeChanged": true,
      "ManagedPropertyLogicalName": "iscustomizable"
   },
   "Options": [
      {
      "Value": 727000000,
      "Color": null,
      "IsManaged": false,
      "ExternalValue": "",
      "ParentValues": [],
      "MetadataId": null,
      "HasChanged": null,
      "Label": {
         "LocalizedLabels": [
            {
            "Label": "Bravo",
            "LanguageCode": 1033,
            "IsManaged": false,
            "MetadataId": "bc8d1815-75b7-4c13-b618-7959aaf4abb6",
            "HasChanged": null
            }
         ],
         "UserLocalizedLabel": {
            "Label": "Bravo",
            "LanguageCode": 1033,
            "IsManaged": false,
            "MetadataId": "bc8d1815-75b7-4c13-b618-7959aaf4abb6",
            "HasChanged": null
         }
      },
      "Description": {
         "LocalizedLabels": [],
         "UserLocalizedLabel": null
      }
      },
      {
      "Value": 727000001,
      "Color": null,
      "IsManaged": false,
      "ExternalValue": "",
      "ParentValues": [],
      "MetadataId": null,
      "HasChanged": null,
      "Label": {
         "LocalizedLabels": [
            {
            "Label": "Delta",
            "LanguageCode": 1033,
            "IsManaged": false,
            "MetadataId": "c3613791-85a0-41ac-8575-91aca4bb91e8",
            "HasChanged": null
            }
         ],
         "UserLocalizedLabel": {
            "Label": "Delta",
            "LanguageCode": 1033,
            "IsManaged": false,
            "MetadataId": "c3613791-85a0-41ac-8575-91aca4bb91e8",
            "HasChanged": null
         }
      },
      "Description": {
         "LocalizedLabels": [],
         "UserLocalizedLabel": null
      }
      },
      {
      "Value": 727000002,
      "Color": null,
      "IsManaged": false,
      "ExternalValue": "",
      "ParentValues": [],
      "MetadataId": null,
      "HasChanged": null,
      "Label": {
         "LocalizedLabels": [
            {
            "Label": "Alpha",
            "LanguageCode": 1033,
            "IsManaged": false,
            "MetadataId": "8db04562-9ec3-4014-a170-0482bbb94e44",
            "HasChanged": null
            }
         ],
         "UserLocalizedLabel": {
            "Label": "Alpha",
            "LanguageCode": 1033,
            "IsManaged": false,
            "MetadataId": "8db04562-9ec3-4014-a170-0482bbb94e44",
            "HasChanged": null
         }
      },
      "Description": {
         "LocalizedLabels": [],
         "UserLocalizedLabel": null
      }
      },
      {
      "Value": 727000003,
      "Color": null,
      "IsManaged": false,
      "ExternalValue": "",
      "ParentValues": [],
      "MetadataId": null,
      "HasChanged": null,
      "Label": {
         "LocalizedLabels": [
            {
            "Label": "Charlie",
            "LanguageCode": 1033,
            "IsManaged": false,
            "MetadataId": "d00dc11e-ed91-478b-ac78-86b6784326ad",
            "HasChanged": null
            }
         ],
         "UserLocalizedLabel": {
            "Label": "Charlie",
            "LanguageCode": 1033,
            "IsManaged": false,
            "MetadataId": "d00dc11e-ed91-478b-ac78-86b6784326ad",
            "HasChanged": null
         }
      },
      "Description": {
         "LocalizedLabels": [],
         "UserLocalizedLabel": null
      }
      },
      {
      "Value": 727000004,
      "Color": null,
      "IsManaged": false,
      "ExternalValue": "",
      "ParentValues": [],
      "MetadataId": null,
      "HasChanged": null,
      "Label": {
         "LocalizedLabels": [
            {
            "Label": "Foxtrot",
            "LanguageCode": 1033,
            "IsManaged": false,
            "MetadataId": "36a565b7-cd21-4505-812b-5567c28eec23",
            "HasChanged": null
            }
         ],
         "UserLocalizedLabel": {
            "Label": "Foxtrot",
            "LanguageCode": 1033,
            "IsManaged": false,
            "MetadataId": "36a565b7-cd21-4505-812b-5567c28eec23",
            "HasChanged": null
         }
      },
      "Description": {
         "LocalizedLabels": [],
         "UserLocalizedLabel": null
      }
      }
   ]
}
}

Console output:

Retrieved Choice column options:
     Value:727000000 Label:Bravo
     Value:727000001 Label:Delta
     Value:727000002 Label:Alpha
     Value:727000003 Label:Charlie
     Value:727000004 Label:Foxtrot

Add an option to the local optionset

Add an option to the choice column using the InsertOptionValue Action.

Note

InsertOptionValue and the following actions to work with options has a SolutionUniqueName parameter for you to set the solution unique name rather than by using the MSCRM.SolutionUniqueName request header.

Request:

POST [Organization Uri]/api/data/v9.2/InsertOptionValue HTTP/1.1
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

{
"AttributeLogicalName": "sample_choice",
"EntityLogicalName": "sample_bankaccount",
"Value": 727000005,
"Label": {
   "@odata.type": "Microsoft.Dynamics.CRM.Label",
   "LocalizedLabels": [
      {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Echo",
      "LanguageCode": 1033,
      "IsManaged": false
      }
   ],
   "UserLocalizedLabel": {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Echo",
      "LanguageCode": 1033,
      "IsManaged": false
   }
},
"SolutionUniqueName": "examplesolution"
}

Response:

HTTP/1.1 200 OK
OData-Version: 4.0

{
"@odata.context": "[Organization Uri]/api/data/v9.2/$metadata#Microsoft.Dynamics.CRM.InsertOptionValueResponse",
"NewOptionValue": 727000005
}

Console output:

Added new option with label 'Echo'

Retrieve the choice column options again using the same query as before:

Console output:

The option values for the picklist:
      Value: 727000000, Label:Bravo
      Value: 727000001, Label:Delta
      Value: 727000002, Label:Alpha
      Value: 727000003, Label:Charlie
      Value: 727000004, Label:Foxtrot
      Value: 727000005, Label:Echo

Re-order choice column options

Re-order the Choice column options using the OrderOption Action.

Request:

POST [Organization Uri]/api/data/v9.2/OrderOption HTTP/1.1
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

{
"EntityLogicalName": "sample_bankaccount",
"AttributeLogicalName": "sample_choice",
"Values": [
   727000002,
   727000000,
   727000003,
   727000001,
   727000005,
   727000004
],
"SolutionUniqueName": "examplesolution"
}

Response:

HTTP/1.1 204 NoContent
OData-Version: 4.0

Console output:

Options re-ordered.

Retrieve the Choice column options again using the same query as before to see the options in the new order.

Console output:

The option values for the picklist in the new order:
     Value: 727000002, Label:Alpha
     Value: 727000000, Label:Bravo
     Value: 727000003, Label:Charlie
     Value: 727000001, Label:Delta
     Value: 727000005, Label:Echo
     Value: 727000004, Label:Foxtrot

Delete local option value

Delete an option using DeleteOptionValue Action.

Request:

POST [Organization Uri]/api/data/v9.2/DeleteOptionValue HTTP/1.1
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

{
"AttributeLogicalName": "sample_choice",
"EntityLogicalName": "sample_bankaccount",
"Value": 727000004
}

Response:

HTTP/1.1 204 NoContent
OData-Version: 4.0

Console output:

Deleting a local option value...
Local OptionSet option value deleted.

Multi-Select Picklist Column

Create a multi-select choice column using MultiSelectPicklistAttributeMetadata EntityType.

Request:

POST [Organization Uri]/api/data/v9.2/EntityDefinitions(LogicalName='sample_bankaccount')/Attributes HTTP/1.1
MSCRM.SolutionUniqueName: examplesolution
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

{
"@odata.type": "Microsoft.Dynamics.CRM.MultiSelectPicklistAttributeMetadata",
"AttributeType": "Virtual",
"AttributeTypeName": {
   "Value": "MultiSelectPicklistType"
},
"SourceTypeMask": 0,
"OptionSet": {
   "@odata.type": "Microsoft.Dynamics.CRM.OptionSetMetadata",
   "Options": [
      {
      "Value": 727000000,
      "Label": {
         "@odata.type": "Microsoft.Dynamics.CRM.Label",
         "LocalizedLabels": [
            {
            "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
            "Label": "Appetizer",
            "LanguageCode": 1033,
            "IsManaged": false
            }
         ],
         "UserLocalizedLabel": {
            "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
            "Label": "Appetizer",
            "LanguageCode": 1033,
            "IsManaged": false
         }
      }
      },
      {
      "Value": 727000001,
      "Label": {
         "@odata.type": "Microsoft.Dynamics.CRM.Label",
         "LocalizedLabels": [
            {
            "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
            "Label": "Entree",
            "LanguageCode": 1033,
            "IsManaged": false
            }
         ],
         "UserLocalizedLabel": {
            "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
            "Label": "Entree",
            "LanguageCode": 1033,
            "IsManaged": false
         }
      }
      },
      {
      "Value": 727000002,
      "Label": {
         "@odata.type": "Microsoft.Dynamics.CRM.Label",
         "LocalizedLabels": [
            {
            "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
            "Label": "Dessert",
            "LanguageCode": 1033,
            "IsManaged": false
            }
         ],
         "UserLocalizedLabel": {
            "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
            "Label": "Dessert",
            "LanguageCode": 1033,
            "IsManaged": false
         }
      }
      }
   ],
   "IsGlobal": false,
   "OptionSetType": "Picklist"
},
"Description": {
   "@odata.type": "Microsoft.Dynamics.CRM.Label",
   "LocalizedLabels": [
      {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "MultiSelect Choice Attribute",
      "LanguageCode": 1033,
      "IsManaged": false
      }
   ],
   "UserLocalizedLabel": {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "MultiSelect Choice Attribute",
      "LanguageCode": 1033,
      "IsManaged": false
   }
},
"DisplayName": {
   "@odata.type": "Microsoft.Dynamics.CRM.Label",
   "LocalizedLabels": [
      {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Sample MultiSelect Choice",
      "LanguageCode": 1033,
      "IsManaged": false
      }
   ],
   "UserLocalizedLabel": {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Sample MultiSelect Choice",
      "LanguageCode": 1033,
      "IsManaged": false
   }
},
"RequiredLevel": {
   "Value": "None",
   "CanBeChanged": false,
   "ManagedPropertyLogicalName": "canmodifyrequirementlevelsettings"
},
"SchemaName": "sample_MultiSelectChoice"
}

Response:

HTTP/1.1 204 NoContent
OData-Version: 4.0
OData-EntityId: [Organization Uri]/api/data/v9.2/EntityDefinitions(LogicalName='sample_bankaccount')/Attributes(33dd33dd-ee44-ff55-aa66-77bb77bb77bb)

Console output:

Creating a MultiSelect Choice column...
Created MultiSelect Choice column with id:33dd33dd-ee44-ff55-aa66-77bb77bb77bb

Retrieve the multi-select choice column options using GET EntityDefinitions(LogicalName='sample_bankaccount')/Attributes(LogicalName='sample_multiselectchoice')/Microsoft.Dynamics.CRM.MultiSelectPicklistAttributeMetadata?$select=SchemaName&$expand=OptionSet

Console output:
```
The option values for the multi-select choice column:
      Value: 727000000, Label:Appetizer
      Value: 727000001, Label:Entree
      Value: 727000002, Label:Dessert
```

Insert Status Value

Use InsertStatusValue Action to add a new option to a statuscode column. You must specify which StateCode it's valid for.

Note

Notice that the value returned applies the publisher customizationoptionvalueprefix value (72700) automatically.

Request:

POST [Organization Uri]/api/data/v9.2/InsertStatusValue HTTP/1.1
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

{
  "AttributeLogicalName": "statuscode",
  "EntityLogicalName": "sample_bankaccount",
  "Label": {
    "@odata.type": "Microsoft.Dynamics.CRM.Label",
    "LocalizedLabels": [
      {
        "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
        "Label": "Frozen",
        "LanguageCode": 1033,
        "IsManaged": false
      }
    ],
    "UserLocalizedLabel": {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Frozen",
      "LanguageCode": 1033,
      "IsManaged": false
    }
  },
  "StateCode": 1,
  "SolutionUniqueName": "examplesolution"
}

Response:

HTTP/1.1 200 OK
OData-Version: 4.0

{
  "@odata.context": "[Organization Uri]/api/data/v9.2/$metadata#Microsoft.Dynamics.CRM.InsertStatusValueResponse",
  "NewOptionValue": 727000000
}

Console output:

Created new Status value:727000000

Section 3: Create and use Global OptionSet

Create a global choice (optionset). This optionset is named sample_colors and contains options for Red, Yellow, and Green.

Note

The request specifies the option values using the publisher customizationoptionvalueprefix.

Request:

POST [Organization Uri]/api/data/v9.2/GlobalOptionSetDefinitions HTTP/1.1
MSCRM.SolutionUniqueName: examplesolution
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

{
"@odata.type": "Microsoft.Dynamics.CRM.OptionSetMetadata",
"Options": [
   {
      "Value": 727000000,
      "Label": {
      "@odata.type": "Microsoft.Dynamics.CRM.Label",
      "LocalizedLabels": [
         {
            "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
            "Label": "Red",
            "LanguageCode": 1033,
            "IsManaged": false
         }
      ],
      "UserLocalizedLabel": {
         "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
         "Label": "Red",
         "LanguageCode": 1033,
         "IsManaged": false
      }
      }
   },
   {
      "Value": 727000001,
      "Label": {
      "@odata.type": "Microsoft.Dynamics.CRM.Label",
      "LocalizedLabels": [
         {
            "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
            "Label": "Yellow",
            "LanguageCode": 1033,
            "IsManaged": false
         }
      ],
      "UserLocalizedLabel": {
         "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
         "Label": "Yellow",
         "LanguageCode": 1033,
         "IsManaged": false
      }
      }
   },
   {
      "Value": 727000002,
      "Label": {
      "@odata.type": "Microsoft.Dynamics.CRM.Label",
      "LocalizedLabels": [
         {
            "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
            "Label": "Green",
            "LanguageCode": 1033,
            "IsManaged": false
         }
      ],
      "UserLocalizedLabel": {
         "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
         "Label": "Green",
         "LanguageCode": 1033,
         "IsManaged": false
      }
      }
   }
],
"Description": {
   "@odata.type": "Microsoft.Dynamics.CRM.Label",
   "LocalizedLabels": [
      {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Color Choice",
      "LanguageCode": 1033,
      "IsManaged": false
      }
   ],
   "UserLocalizedLabel": {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Color Choice",
      "LanguageCode": 1033,
      "IsManaged": false
   }
},
"DisplayName": {
   "@odata.type": "Microsoft.Dynamics.CRM.Label",
   "LocalizedLabels": [
      {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Colors",
      "LanguageCode": 1033,
      "IsManaged": false
      }
   ],
   "UserLocalizedLabel": {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Colors",
      "LanguageCode": 1033,
      "IsManaged": false
   }
},
"Name": "sample_colors",
"OptionSetType": "Picklist"
}

Response:

HTTP/1.1 204 NoContent
OData-Version: 4.0
OData-EntityId: [Organization Uri]/api/data/v9.2/GlobalOptionSetDefinitions(44ee44ee-ff55-aa66-bb77-88cc88cc88cc)

Console output:

Created a new global option set with id:44ee44ee-ff55-aa66-bb77-88cc88cc88cc

Retrieve the global choice options.

Request:

GET [Organization Uri]/api/data/v9.2/GlobalOptionSetDefinitions(44ee44ee-ff55-aa66-bb77-88cc88cc88cc)/Microsoft.Dynamics.CRM.OptionSetMetadata HTTP/1.1
Consistency: Strong
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

Response:

HTTP/1.1 200 OK
OData-Version: 4.0

{
"@odata.context": "[Organization Uri]/api/data/v9.2/$metadata#GlobalOptionSetDefinitions/Microsoft.Dynamics.CRM.OptionSetMetadata/$entity",
"ParentOptionSetName": null,
"IsCustomOptionSet": true,
"IsGlobal": true,
"IsManaged": false,
"Name": "sample_colors",
"ExternalTypeName": null,
"OptionSetType": "Picklist",
"IntroducedVersion": "1.0.0.0",
"MetadataId": "44ee44ee-ff55-aa66-bb77-88cc88cc88cc",
"HasChanged": null,
"Options": [
   {
      "Value": 727000000,
      "Color": null,
      "IsManaged": false,
      "ExternalValue": "",
      "ParentValues": [],
      "MetadataId": null,
      "HasChanged": null,
      "Label": {
      "LocalizedLabels": [
         {
            "Label": "Red",
            "LanguageCode": 1033,
            "IsManaged": false,
            "MetadataId": "2c1fa94f-3714-4615-995b-690158d0d989",
            "HasChanged": null
         }
      ],
      "UserLocalizedLabel": {
         "Label": "Red",
         "LanguageCode": 1033,
         "IsManaged": false,
         "MetadataId": "2c1fa94f-3714-4615-995b-690158d0d989",
         "HasChanged": null
      }
      },
      "Description": {
      "LocalizedLabels": [],
      "UserLocalizedLabel": null
      }
   },
   {
      "Value": 727000001,
      "Color": null,
      "IsManaged": false,
      "ExternalValue": "",
      "ParentValues": [],
      "MetadataId": null,
      "HasChanged": null,
      "Label": {
      "LocalizedLabels": [
         {
            "Label": "Yellow",
            "LanguageCode": 1033,
            "IsManaged": false,
            "MetadataId": "a499c2fe-c13a-4c1e-b190-db8ae74396f5",
            "HasChanged": null
         }
      ],
      "UserLocalizedLabel": {
         "Label": "Yellow",
         "LanguageCode": 1033,
         "IsManaged": false,
         "MetadataId": "a499c2fe-c13a-4c1e-b190-db8ae74396f5",
         "HasChanged": null
      }
      },
      "Description": {
      "LocalizedLabels": [],
      "UserLocalizedLabel": null
      }
   },
   {
      "Value": 727000002,
      "Color": null,
      "IsManaged": false,
      "ExternalValue": "",
      "ParentValues": [],
      "MetadataId": null,
      "HasChanged": null,
      "Label": {
      "LocalizedLabels": [
         {
            "Label": "Green",
            "LanguageCode": 1033,
            "IsManaged": false,
            "MetadataId": "8378af2c-4b68-4ea4-ad37-e676f696e1ba",
            "HasChanged": null
         }
      ],
      "UserLocalizedLabel": {
         "Label": "Green",
         "LanguageCode": 1033,
         "IsManaged": false,
         "MetadataId": "8378af2c-4b68-4ea4-ad37-e676f696e1ba",
         "HasChanged": null
      }
      },
      "Description": {
      "LocalizedLabels": [],
      "UserLocalizedLabel": null
      }
   }
],
"Description": {
   "LocalizedLabels": [
      {
      "Label": "Color Choice",
      "LanguageCode": 1033,
      "IsManaged": false,
      "MetadataId": "7efd8c56-112a-ed11-9db1-00224804f8e2",
      "HasChanged": null
      }
   ],
   "UserLocalizedLabel": {
      "Label": "Color Choice",
      "LanguageCode": 1033,
      "IsManaged": false,
      "MetadataId": "7efd8c56-112a-ed11-9db1-00224804f8e2",
      "HasChanged": null
   }
},
"DisplayName": {
   "LocalizedLabels": [
      {
      "Label": "Colors",
      "LanguageCode": 1033,
      "IsManaged": false,
      "MetadataId": "7dfd8c56-112a-ed11-9db1-00224804f8e2",
      "HasChanged": null
      }
   ],
   "UserLocalizedLabel": {
      "Label": "Colors",
      "LanguageCode": 1033,
      "IsManaged": false,
      "MetadataId": "7dfd8c56-112a-ed11-9db1-00224804f8e2",
      "HasChanged": null
   }
},
"IsCustomizable": {
   "Value": true,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "iscustomizable"
}
}

Console output:

List the retrieved options for the colors global option set:
Value: 727000000 Label:Red
Value: 727000001 Label:Yellow
Value: 727000002 Label:Green

Create a choice column that uses the global optionset. Associate the column definition to the global optionset using: "GlobalOptionSet@odata.bind": "/GlobalOptionSetDefinitions(44ee44ee-ff55-aa66-bb77-88cc88cc88cc)".

Request:

POST [Organization Uri]/api/data/v9.2/EntityDefinitions(LogicalName='sample_bankaccount')/Attributes HTTP/1.1
MSCRM.SolutionUniqueName: examplesolution
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

{
"@odata.type": "Microsoft.Dynamics.CRM.PicklistAttributeMetadata",
"AttributeType": "Picklist",
"AttributeTypeName": {
   "Value": "PicklistType"
},
"SourceTypeMask": 0,
"GlobalOptionSet@odata.bind": "/GlobalOptionSetDefinitions(44ee44ee-ff55-aa66-bb77-88cc88cc88cc)",
"Description": {
   "@odata.type": "Microsoft.Dynamics.CRM.Label",
   "LocalizedLabels": [
      {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Colors Global Picklist Attribute",
      "LanguageCode": 1033,
      "IsManaged": false
      }
   ],
   "UserLocalizedLabel": {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Colors Global Picklist Attribute",
      "LanguageCode": 1033,
      "IsManaged": false
   }
},
"DisplayName": {
   "@odata.type": "Microsoft.Dynamics.CRM.Label",
   "LocalizedLabels": [
      {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Sample Colors",
      "LanguageCode": 1033,
      "IsManaged": false
      }
   ],
   "UserLocalizedLabel": {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Sample Colors",
      "LanguageCode": 1033,
      "IsManaged": false
   }
},
"RequiredLevel": {
   "Value": "None",
   "CanBeChanged": false,
   "ManagedPropertyLogicalName": "canmodifyrequirementlevelsettings"
},
"SchemaName": "sample_Colors"
}

Response:

HTTP/1.1 204 NoContent
OData-Version: 4.0
OData-EntityId: [Organization Uri]/api/data/v9.2/EntityDefinitions(LogicalName='sample_bankaccount')/Attributes(55ff55ff-aa66-bb77-cc88-99dd99dd99dd)

Console output:

Created Choice column with id:55ff55ff-aa66-bb77-cc88-99dd99dd99dd using colors global optionset.

Section 4: Create Customer Relationship

Use the CreateCustomerRelationships Action to create a customer relationship. This action adds a lookup column for the sample_BankAccount table that allows for either an account or contact record to be set.

CreateCustomerRelationships has a Lookup ComplexLookupAttributeMetadata ComplexType parameter and a OneToManyRelationships parameter containing a pair of relationships defined using ComplexOneToManyRelationshipMetadata ComplexType.

Request:

POST [Organization Uri]/api/data/v9.2/CreateCustomerRelationships HTTP/1.1
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

{
"Lookup": {
   "@odata.type": "Microsoft.Dynamics.CRM.ComplexLookupAttributeMetadata",
   "AttributeType": "Lookup",
   "AttributeTypeName": {
      "Value": "LookupType"
   },
   "Format": "None",      
   "Targets": [
      "account",
      "contact"
   ],
   "ColumnNumber": 0,
   "Description": {
      "@odata.type": "Microsoft.Dynamics.CRM.Label",
      "LocalizedLabels": [
      {
         "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
         "Label": "The owner of the bank account",
         "LanguageCode": 1033,
         "IsManaged": false
      }
      ],
      "UserLocalizedLabel": {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "The owner of the bank account",
      "LanguageCode": 1033,
      "IsManaged": false
      }
   },
   "DisplayName": {
      "@odata.type": "Microsoft.Dynamics.CRM.Label",
      "LocalizedLabels": [
      {
         "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
         "Label": "Bank Account owner",
         "LanguageCode": 1033,
         "IsManaged": false
      }
      ],
      "UserLocalizedLabel": {
      "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
      "Label": "Bank Account owner",
      "LanguageCode": 1033,
      "IsManaged": false
      }
   },
   "RequiredLevel": {
      "Value": "ApplicationRequired",
      "CanBeChanged": false,
      "ManagedPropertyLogicalName": "canmodifyrequirementlevelsettings"
   },
   "SchemaName": "sample_CustomerId",
   "SourceType": 0
},
"OneToManyRelationships": [
   {
      "@odata.type": "Microsoft.Dynamics.CRM.ComplexOneToManyRelationshipMetadata",
      "ReferencedEntity": "account",
      "ReferencingEntity": "sample_bankaccount",
      "RelationshipBehavior": 0,
      "RelationshipType": "OneToManyRelationship",
      "SchemaName": "sample_BankAccount_Customer_Account",
      "SecurityTypes": "None"
   },
   {
      "@odata.type": "Microsoft.Dynamics.CRM.ComplexOneToManyRelationshipMetadata",
      "ReferencedEntity": "contact",
      "ReferencingEntity": "sample_bankaccount",
      "RelationshipBehavior": 0,
      "RelationshipType": "OneToManyRelationship",
      "SchemaName": "sample_BankAccount_Customer_Contact",
      "SecurityTypes": "None"
   }
],
"SolutionUniqueName": "examplesolution"
}

Response:

HTTP/1.1 200 OK
OData-Version: 4.0

{
"@odata.context": "[Organization Uri]/api/data/v9.2/$metadata#Microsoft.Dynamics.CRM.CreateCustomerRelationshipsResponse",
"RelationshipIds": [
   "84fd8c56-112a-ed11-9db1-00224804f8e2",
   "8dfd8c56-112a-ed11-9db1-00224804f8e2"
],
"AttributeId": "59478264-16af-4bcc-8baa-b154df0d6767"
}

Use the CreateCustomerRelationshipsResponse.AttributeId value to retrieve the lookup column Targets property for the customer relationship.

Request:

GET [Organization Uri]/api/data/v9.2/EntityDefinitions(LogicalName='sample_bankaccount')/Attributes(LogicalName='sample_customerid')/Microsoft.Dynamics.CRM.LookupAttributeMetadata?$select=Targets HTTP/1.1
Consistency: Strong
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

Response:

HTTP/1.1 200 OK
OData-Version: 4.0

{
"@odata.context": "[Organization Uri]/api/data/v9.2/$metadata#EntityDefinitions('sample_bankaccount')/Attributes/Microsoft.Dynamics.CRM.LookupAttributeMetadata(Targets)/$entity",
"Targets": [
   "account",
   "contact"
],
"MetadataId": "59478264-16af-4bcc-8baa-b154df0d6767"
}

Console output:

The Target values of the Lookup column created:
      account
      contact

Use the CreateCustomerRelationshipsResponse.RelationshipIds values to retrieve the relationships for the customer column.

First for the relationship to account:

Request:

GET [Organization Uri]/api/data/v9.2/RelationshipDefinitions(84fd8c56-112a-ed11-9db1-00224804f8e2)/Microsoft.Dynamics.CRM.OneToManyRelationshipMetadata HTTP/1.1
Consistency: Strong
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

Response:

HTTP/1.1 200 OK
OData-Version: 4.0

{
"@odata.context": "[Organization Uri]/api/data/v9.2/$metadata#RelationshipDefinitions/Microsoft.Dynamics.CRM.OneToManyRelationshipMetadata/$entity",
"ReferencedAttribute": "accountid",
"ReferencedEntity": "account",
"ReferencingAttribute": "sample_customerid",
"ReferencingEntity": "sample_bankaccount",
"IsHierarchical": false,
"EntityKey": null,
"IsRelationshipAttributeDenormalized": false,
"ReferencedEntityNavigationPropertyName": "sample_BankAccount_Customer_Account",
"ReferencingEntityNavigationPropertyName": "sample_CustomerId_account",
"RelationshipBehavior": 1,
"IsDenormalizedLookup": null,
"DenormalizedAttributeName": null,
"IsCustomRelationship": true,
"IsValidForAdvancedFind": true,
"SchemaName": "sample_BankAccount_Customer_Account",
"SecurityTypes": "Append",
"IsManaged": false,
"RelationshipType": "OneToManyRelationship",
"IntroducedVersion": "1.0.0.0",
"MetadataId": "84fd8c56-112a-ed11-9db1-00224804f8e2",
"HasChanged": null,
"AssociatedMenuConfiguration": {
   "Behavior": "UseCollectionName",
   "Group": "Details",
   "Order": 10000,
   "IsCustomizable": true,
   "Icon": null,
   "ViewId": "00000000-0000-0000-0000-000000000000",
   "AvailableOffline": true,
   "MenuId": null,
   "QueryApi": null,
   "Label": {
      "LocalizedLabels": [],
      "UserLocalizedLabel": null
   }
},
"CascadeConfiguration": {
   "Assign": "NoCascade",
   "Delete": "RemoveLink",
   "Archive": "RemoveLink",
   "Merge": "Cascade",
   "Reparent": "NoCascade",
   "Share": "NoCascade",
   "Unshare": "NoCascade",
   "RollupView": "NoCascade"
},
"RelationshipAttributes": [],
"IsCustomizable": {
   "Value": true,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "iscustomizable"
}
}

Then for the relationship to contact:

Request:

GET [Organization Uri]/api/data/v9.2/RelationshipDefinitions(8dfd8c56-112a-ed11-9db1-00224804f8e2)/Microsoft.Dynamics.CRM.OneToManyRelationshipMetadata HTTP/1.1
Consistency: Strong
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

Response:

HTTP/1.1 200 OK
OData-Version: 4.0

{
"@odata.context": "[Organization Uri]/api/data/v9.2/$metadata#RelationshipDefinitions/Microsoft.Dynamics.CRM.OneToManyRelationshipMetadata/$entity",
"ReferencedAttribute": "contactid",
"ReferencedEntity": "contact",
"ReferencingAttribute": "sample_customerid",
"ReferencingEntity": "sample_bankaccount",
"IsHierarchical": false,
"EntityKey": null,
"IsRelationshipAttributeDenormalized": false,
"ReferencedEntityNavigationPropertyName": "sample_BankAccount_Customer_Contact",
"ReferencingEntityNavigationPropertyName": "sample_CustomerId_contact",
"RelationshipBehavior": 1,
"IsDenormalizedLookup": null,
"DenormalizedAttributeName": null,
"IsCustomRelationship": true,
"IsValidForAdvancedFind": true,
"SchemaName": "sample_BankAccount_Customer_Contact",
"SecurityTypes": "Append",
"IsManaged": false,
"RelationshipType": "OneToManyRelationship",
"IntroducedVersion": "1.0.0.0",
"MetadataId": "8dfd8c56-112a-ed11-9db1-00224804f8e2",
"HasChanged": null,
"AssociatedMenuConfiguration": {
   "Behavior": "UseCollectionName",
   "Group": "Details",
   "Order": 10000,
   "IsCustomizable": true,
   "Icon": null,
   "ViewId": "00000000-0000-0000-0000-000000000000",
   "AvailableOffline": true,
   "MenuId": null,
   "QueryApi": null,
   "Label": {
      "LocalizedLabels": [],
      "UserLocalizedLabel": null
   }
},
"CascadeConfiguration": {
   "Assign": "NoCascade",
   "Delete": "RemoveLink",
   "Archive": "RemoveLink",
   "Merge": "Cascade",
   "Reparent": "NoCascade",
   "Share": "NoCascade",
   "Unshare": "NoCascade",
   "RollupView": "NoCascade"
},
"RelationshipAttributes": [],
"IsCustomizable": {
   "Value": true,
   "CanBeChanged": true,
   "ManagedPropertyLogicalName": "iscustomizable"
}
}

Console output:

The Schema Names of the relationships created:
      sample_BankAccount_Customer_Account
      sample_BankAccount_Customer_Contact

Section 5: Create and retrieve a one-to-many relationship

Before you create a relationship using code, you should confirm that the relationship is valid. The designers in Power Apps use special functions to show you which combinations are valid. You can use the same functions in your code to detect whether a particular relationship can be created or not.

Validate 1:N relationship eligibility

CanBeReferenced Function tells you whether a table the primary table (one) in a one-to-many relationship.

Request:

POST [Organization Uri]/api/data/v9.2/CanBeReferenced HTTP/1.1
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

{
"EntityName": "sample_bankaccount"
}

Response:

HTTP/1.1 200 OK
OData-Version: 4.0

{
"@odata.context": "[Organization Uri]/api/data/v9.2/$metadata#Microsoft.Dynamics.CRM.CanBeReferencedResponse",
"CanBeReferenced": true
}

Console output:

The sample_BankAccount table is eligible to be a primary table in a one-to-many relationship.

CanBeReferencing Function tells you whether a table can be the referencing table in a one-to-many relationship. The referencing table is the table that has a Lookup column added to it to be the 'many' in the one-to-many relationship.

Request:

POST [Organization Uri]/api/data/v9.2/CanBeReferencing HTTP/1.1
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

{
"EntityName": "contact"
}

Response:

HTTP/1.1 200 OK
OData-Version: 4.0

{
"@odata.context": "[Organization Uri]/api/data/v9.2/$metadata#Microsoft.Dynamics.CRM.CanBeReferencingResponse",
"CanBeReferencing": true
}

Console output:

The contact table is eligible to be a related table in a one-to-many relationship.

Identify Potential Referencing Entities

In the context of a specific table that can be the parmary table in a one-to-many relationship, use the GetValidReferencingEntities Function to identify what other tables can be the related to it.

Request:

GET [Organization Uri]/api/data/v9.2/GetValidReferencingEntities(ReferencedEntityName='sample_bankaccount') HTTP/1.1
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

Response:

HTTP/1.1 200 OK
OData-Version: 4.0

{
  "@odata.context": "[Organization Uri]/api/data/v9.2/$metadata#Microsoft.Dynamics.CRM.GetValidReferencingEntitiesResponse",
  "EntityNames": [
    "msdyn_slakpi",
    "workflowbinary",
    "apisettings",
    "flowsession",
    "knowledgearticle",
    "socialprofile",
    "goal",
    "metric",
    "goalrollupquery",
    "mailbox",
    "position",
    "channelaccessprofile",
    "externalparty",
    "channelaccessprofilerule",
    "channelaccessprofileruleitem",
    "sample_bankaccount",
    "privilegesremovalsetting",
    "knowledgebaserecord",
    "msdyn_insightsstorevirtualentity",
    "aaduser",
    "sharepointdocument",
    "msfp_unsubscribedrecipient",
    "msdyn_dataflow",
    "flowmachineimage",
    "queueitem",
    "appointment",
    "msdyn_federatedarticleincident",
    "msfp_surveyresponse",
    "msdyn_dataflowrefreshhistory",
    "mailmergetemplate",
    "contact",
    "organizationdatasyncstate",
    "bot",
    "knowledgearticleviews",
    "slaitem",
    "msfp_question",
    "category",
    "connection",
    "newprocess",
    "msfp_survey",
    "emailserverprofile",
    "appnotification",
    "feedback",
    "activityfileattachment",
    "organizationdatasyncsubscriptionentity",
    "msdyn_nonrelationalds",
    "expiredprocess",
    "msfp_surveyinvite",
    "msfp_alert",
    "businessunit",
    "msfp_alertrule",
    "slakpiinstance",
    "email",
    "datasyncstate",
    "msdyn_entityrefreshhistory",
    "msdyn_componentlayerdatasource",
    "account",
    "kbarticle",
    "systemuser",
    "task",
    "letter",
    "reportcategory",
    "phonecall",
    "actioncard",
    "msdyn_kmfederatedsearchconfig",
    "featurecontrolsetting",
    "translationprocess",
    "recurringappointmentmaster",
    "externalpartyitem",
    "msdyn_aibdatasetfile",
    "socialactivity",
    "flowmachineimageversion",
    "fax",
    "msdyn_kbattachment",
    "serviceplanmapping",
    "msdyn_knowledgearticletemplate",
    "msfp_emailtemplate",
    "conversationtranscript",
    "sharepointsite",
    "processstage",
    "msfp_localizedemailtemplate",
    "queue",
    "msdyn_richtextfile",
    "msdyn_serviceconfiguration",
    "team",
    "sharedlinksetting",
    "territory",
    "msdyn_federatedarticle",
    "msdyn_knowledgepersonalfilter",
    "sharepointdocumentlocation",
    "chat",
    "msfp_fileresponse",
    "msfp_satisfactionmetric",
    "msdyn_aibfeedbackloop",
    "msdyn_customcontrolextendedsettings",
    "msfp_surveyreminder",
    "msfp_questionresponse",
    "msfp_project"
  ]
}

Console output:

The contact table is in the list of potential referencing entities for sample_BankAccount.

Create 1:N relationship

The following request creates a one-to-many relationship between sample_BankAccount and contact tables with a lookup column added to the contact table.

Request:

POST [Organization Uri]/api/data/v9.2/RelationshipDefinitions HTTP/1.1
MSCRM.SolutionUniqueName: examplesolution
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

{
  "@odata.type": "Microsoft.Dynamics.CRM.OneToManyRelationshipMetadata",
  "AssociatedMenuConfiguration": {
    "Behavior": "UseLabel",
    "Group": "Details",
    "Label": {
      "@odata.type": "Microsoft.Dynamics.CRM.Label",
      "LocalizedLabels": [
        {
          "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
          "Label": "Cardholders",
          "LanguageCode": 1033,
          "IsManaged": false
        }
      ],
      "UserLocalizedLabel": {
        "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
        "Label": "Cardholders",
        "LanguageCode": 1033,
        "IsManaged": false
      }
    },
    "Order": 10000,
    "ViewId": "00000000-0000-0000-0000-000000000000"
  },
  "CascadeConfiguration": {
    "Assign": "NoCascade",
    "Delete": "RemoveLink",
    "Merge": "Cascade",
    "Reparent": "NoCascade",
    "Share": "NoCascade",
    "Unshare": "NoCascade",
    "RollupView": "NoCascade"
  },
  "IsHierarchical": false,
  "ReferencedAttribute": "sample_bankaccountid",
  "ReferencedEntity": "sample_bankaccount",
  "ReferencingEntity": "contact",
  "Lookup": {
    "@odata.type": "Microsoft.Dynamics.CRM.LookupAttributeMetadata",
    "AttributeType": "Lookup",
    "AttributeTypeName": {
      "Value": "LookupType"
    },
    "Format": "None",
    "Description": {
      "@odata.type": "Microsoft.Dynamics.CRM.Label",
      "LocalizedLabels": [
        {
          "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
          "Label": "The bank account this contact has access to.",
          "LanguageCode": 1033,
          "IsManaged": false
        }
      ],
      "UserLocalizedLabel": {
        "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
        "Label": "The bank account this contact has access to.",
        "LanguageCode": 1033,
        "IsManaged": false
      }
    },
    "DisplayName": {
      "@odata.type": "Microsoft.Dynamics.CRM.Label",
      "LocalizedLabels": [
        {
          "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
          "Label": "Bank Account",
          "LanguageCode": 1033,
          "IsManaged": false
        }
      ],
      "UserLocalizedLabel": {
        "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
        "Label": "Bank Account",
        "LanguageCode": 1033,
        "IsManaged": false
      }
    },
    "SchemaName": "sample_BankAccountId"
  },
  "IsCustomRelationship": false,
  "IsManaged": false,
  "IsValidForAdvancedFind": false,
  "RelationshipType": "OneToManyRelationship",
  "SchemaName": "sample_BankAccount_Contacts",
  "SecurityTypes": "None"
}

Response:

HTTP/1.1 204 NoContent
OData-Version: 4.0
OData-EntityId: [Organization Uri]/api/data/v9.2/RelationshipDefinitions(66aa66aa-bb77-cc88-dd99-00ee00ee00ee)

Console output:

Creating a one-to-many relationship...
Created one-to-many relationship: RelationshipDefinitions(66aa66aa-bb77-cc88-dd99-00ee00ee00ee)

Retrieve 1:N relationship

The following request retrieves the relationship created by the previous request.

Note

Because RelationshipDefinitions contains both one-to-many and many-to-many relationship definitions, you must include the following in the URL to cast to the type you want to retrieve: /Microsoft.Dynamics.CRM.OneToManyRelationshipMetadata. Otherwise, the value returned will be the RelationshipMetadataBase EntityType and will not include the properties specific to the OneToManyRelationshipMetadata EntityType.

Request:

GET [Organization Uri]/api/data/v9.2/RelationshipDefinitions(66aa66aa-bb77-cc88-dd99-00ee00ee00ee)/Microsoft.Dynamics.CRM.OneToManyRelationshipMetadata HTTP/1.1
Consistency: Strong
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

Response:

HTTP/1.1 200 OK
OData-Version: 4.0

{
  "@odata.context": "[Organization Uri]/api/data/v9.2/$metadata#RelationshipDefinitions/Microsoft.Dynamics.CRM.OneToManyRelationshipMetadata/$entity",
  "ReferencedAttribute": "sample_bankaccountid",
  "ReferencedEntity": "sample_bankaccount",
  "ReferencingAttribute": "sample_bankaccountid",
  "ReferencingEntity": "contact",
  "IsHierarchical": false,
  "EntityKey": null,
  "IsRelationshipAttributeDenormalized": false,
  "ReferencedEntityNavigationPropertyName": "sample_BankAccount_Contacts",
  "ReferencingEntityNavigationPropertyName": "sample_BankAccountId",
  "RelationshipBehavior": 1,
  "IsDenormalizedLookup": null,
  "DenormalizedAttributeName": null,
  "IsCustomRelationship": true,
  "IsValidForAdvancedFind": false,
  "SchemaName": "sample_BankAccount_Contacts",
  "SecurityTypes": "Append",
  "IsManaged": false,
  "RelationshipType": "OneToManyRelationship",
  "IntroducedVersion": "1.0.0.0",
  "MetadataId": "66aa66aa-bb77-cc88-dd99-00ee00ee00ee",
  "HasChanged": null,
  "AssociatedMenuConfiguration": {
    "Behavior": "UseLabel",
    "Group": "Details",
    "Order": 10000,
    "IsCustomizable": true,
    "Icon": null,
    "ViewId": "00000000-0000-0000-0000-000000000000",
    "AvailableOffline": true,
    "MenuId": null,
    "QueryApi": null,
    "Label": {
      "LocalizedLabels": [
        {
          "Label": "Cardholders",
          "LanguageCode": 1033,
          "IsManaged": false,
          "MetadataId": "a99a420f-6778-4f2f-b42b-64bc84b2c2d2",
          "HasChanged": null
        }
      ],
      "UserLocalizedLabel": {
        "Label": "Cardholders",
        "LanguageCode": 1033,
        "IsManaged": false,
        "MetadataId": "a99a420f-6778-4f2f-b42b-64bc84b2c2d2",
        "HasChanged": null
      }
    }
  },
  "CascadeConfiguration": {
    "Assign": "NoCascade",
    "Delete": "RemoveLink",
    "Archive": "RemoveLink",
    "Merge": "NoCascade",
    "Reparent": "NoCascade",
    "Share": "NoCascade",
    "Unshare": "NoCascade",
    "RollupView": "NoCascade"
  },
  "RelationshipAttributes": [],
  "IsCustomizable": {
    "Value": true,
    "CanBeChanged": true,
    "ManagedPropertyLogicalName": "iscustomizable"
  }
}

Console output:

Retrieved relationship: sample_BankAccount_Contacts

Section 6: Create and retrieve a many-to-one relationship

A many-to-one relationship is a one-to-many relationship viewed from the other direction. The following examples create a lookup column named sample_relatedaccountid on the sample_BankAccount table referencing a row in the account table.

Create N:1 relationship

Request:

POST [Organization Uri]/api/data/v9.2/RelationshipDefinitions HTTP/1.1
MSCRM.SolutionUniqueName: examplesolution
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

{
  "@odata.type": "Microsoft.Dynamics.CRM.OneToManyRelationshipMetadata",
  "AssociatedMenuConfiguration": {
    "Behavior": "UseLabel",
    "Group": "Details",
    "Label": {
      "@odata.type": "Microsoft.Dynamics.CRM.Label",
      "LocalizedLabels": [
        {
          "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
          "Label": "Related Bank Accounts",
          "LanguageCode": 1033,
          "IsManaged": false
        }
      ],
      "UserLocalizedLabel": {
        "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
        "Label": "Related Bank Accounts",
        "LanguageCode": 1033,
        "IsManaged": false
      }
    },
    "Order": 10000,
    "ViewId": "00000000-0000-0000-0000-000000000000"
  },
  "CascadeConfiguration": {
    "Assign": "NoCascade",
    "Delete": "RemoveLink",
    "Merge": "Cascade",
    "Reparent": "NoCascade",
    "Share": "NoCascade",
    "Unshare": "NoCascade",
    "RollupView": "NoCascade"
  },
  "IsHierarchical": false,
  "ReferencedAttribute": "accountid",
  "ReferencedEntity": "account",
  "ReferencingEntity": "sample_bankaccount",
  "Lookup": {
    "@odata.type": "Microsoft.Dynamics.CRM.LookupAttributeMetadata",
    "AttributeType": "Lookup",
    "AttributeTypeName": {
      "Value": "LookupType"
    },
    "Format": "None",
    "Description": {
      "@odata.type": "Microsoft.Dynamics.CRM.Label",
      "LocalizedLabels": [
        {
          "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
          "Label": "An Account related to the bank account.",
          "LanguageCode": 1033,
          "IsManaged": false
        }
      ],
      "UserLocalizedLabel": {
        "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
        "Label": "An Account related to the bank account.",
        "LanguageCode": 1033,
        "IsManaged": false
      }
    },
    "DisplayName": {
      "@odata.type": "Microsoft.Dynamics.CRM.Label",
      "LocalizedLabels": [
        {
          "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
          "Label": "Related Account",
          "LanguageCode": 1033,
          "IsManaged": false
        }
      ],
      "UserLocalizedLabel": {
        "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
        "Label": "Related Account",
        "LanguageCode": 1033,
        "IsManaged": false
      }
    },
    "SchemaName": "sample_RelatedAccountId"
  },
  "IsCustomRelationship": false,
  "IsManaged": false,
  "IsValidForAdvancedFind": false,
  "RelationshipType": "OneToManyRelationship",
  "SchemaName": "sample_Account_BankAccounts",
  "SecurityTypes": "None"
}

Response:

HTTP/1.1 204 NoContent
OData-Version: 4.0
OData-EntityId: [Organization Uri]/api/data/v9.2/RelationshipDefinitions(00aa00aa-bb11-cc22-dd33-44ee44ee44ee)

Console output:

Created many-to-one relationship: RelationshipDefinitions(00aa00aa-bb11-cc22-dd33-44ee44ee44ee)

Retrieve N:1 relationship

Request:

GET [Organization Uri]/api/data/v9.2/RelationshipDefinitions(00aa00aa-bb11-cc22-dd33-44ee44ee44ee)/Microsoft.Dynamics.CRM.OneToManyRelationshipMetadata HTTP/1.1
Consistency: Strong
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

Response:

HTTP/1.1 200 OK
OData-Version: 4.0

{
  "@odata.context": "[Organization Uri]/api/data/v9.2/$metadata#RelationshipDefinitions/Microsoft.Dynamics.CRM.OneToManyRelationshipMetadata/$entity",
  "ReferencedAttribute": "accountid",
  "ReferencedEntity": "account",
  "ReferencingAttribute": "sample_relatedaccountid",
  "ReferencingEntity": "sample_bankaccount",
  "IsHierarchical": false,
  "EntityKey": null,
  "IsRelationshipAttributeDenormalized": false,
  "ReferencedEntityNavigationPropertyName": "sample_Account_BankAccounts",
  "ReferencingEntityNavigationPropertyName": "sample_RelatedAccountId",
  "RelationshipBehavior": 1,
  "IsDenormalizedLookup": null,
  "DenormalizedAttributeName": null,
  "IsCustomRelationship": true,
  "IsValidForAdvancedFind": false,
  "SchemaName": "sample_Account_BankAccounts",
  "SecurityTypes": "Append",
  "IsManaged": false,
  "RelationshipType": "OneToManyRelationship",
  "IntroducedVersion": "1.0.0.0",
  "MetadataId": "00aa00aa-bb11-cc22-dd33-44ee44ee44ee",
  "HasChanged": null,
  "AssociatedMenuConfiguration": {
    "Behavior": "UseLabel",
    "Group": "Details",
    "Order": 10000,
    "IsCustomizable": true,
    "Icon": null,
    "ViewId": "00000000-0000-0000-0000-000000000000",
    "AvailableOffline": true,
    "MenuId": null,
    "QueryApi": null,
    "Label": {
      "LocalizedLabels": [
        {
          "Label": "Related Bank Accounts",
          "LanguageCode": 1033,
          "IsManaged": false,
          "MetadataId": "b2ad2cce-5c7c-46aa-8bbf-7903d33ef019",
          "HasChanged": null
        }
      ],
      "UserLocalizedLabel": {
        "Label": "Related Bank Accounts",
        "LanguageCode": 1033,
        "IsManaged": false,
        "MetadataId": "b2ad2cce-5c7c-46aa-8bbf-7903d33ef019",
        "HasChanged": null
      }
    }
  },
  "CascadeConfiguration": {
    "Assign": "NoCascade",
    "Delete": "RemoveLink",
    "Archive": "RemoveLink",
    "Merge": "Cascade",
    "Reparent": "NoCascade",
    "Share": "NoCascade",
    "Unshare": "NoCascade",
    "RollupView": "NoCascade"
  },
  "RelationshipAttributes": [],
  "IsCustomizable": {
    "Value": true,
    "CanBeChanged": true,
    "ManagedPropertyLogicalName": "iscustomizable"
  }
}

Console output:

Retrieved relationship: sample_Account_BankAccounts

Section 7: Create and retrieve a many-to-many relationship

Like one-to-many relationships, there are special functions used by the designers in Power Apps prevent invalid combinations when creating many-to-many relationships.

Validate N:N relationship eligibility

CanManyToMany Function tells you whether a table can participate in a many-to-many relationship. So this request tests the contact table.

Request:

POST [Organization Uri]/api/data/v9.2/CanManyToMany HTTP/1.1
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

{
"EntityName": "contact"
}

Response:

HTTP/1.1 200 OK
OData-Version: 4.0

{
"@odata.context": "[Organization Uri]/api/data/v9.2/$metadata#Microsoft.Dynamics.CRM.CanManyToManyResponse",
"CanManyToMany": true
}

Console output:

The contact table can participate in many-to-many relationships.

This request performs the same test on the sample_bankaccount table.

Request:

POST [Organization Uri]/api/data/v9.2/CanManyToMany HTTP/1.1
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

{
"EntityName": "sample_bankaccount"
}

Response:

HTTP/1.1 200 OK
OData-Version: 4.0

{
"@odata.context": "[Organization Uri]/api/data/v9.2/$metadata#Microsoft.Dynamics.CRM.CanManyToManyResponse",
"CanManyToMany": true
}

Console output:

The sample_bankaccount table can participate in many-to-many relationships.

Identify Potential Entities for N:N relationships

Use the GetValidManyToMany Function to get a list of tables that can participate in many-to-many relationships.

Request:

GET [Organization Uri]/api/data/v9.2/GetValidManyToMany HTTP/1.1
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

Response:

HTTP/1.1 200 OK
OData-Version: 4.0

{
  "@odata.context": "[Organization Uri]/api/data/v9.2/$metadata#Microsoft.Dynamics.CRM.GetValidManyToManyResponse",
  "EntityNames": [
    "msdyn_slakpi",
    "workflowbinary",
    "apisettings",
    "flowsession",
    "theme",
    "knowledgearticle",
    "socialprofile",
    "goal",
    "position",
    "externalparty",
    "channelaccessprofileruleitem",
    "routingruleitem",
    "sample_bankaccount",
    "synapselinkexternaltablestate",
    "synapsedatabase",
    "msdyn_aimodel",
    "aaduser",
    "applicationuser",
    "msfp_unsubscribedrecipient",
    "msdyn_aiconfiguration",
    "msdyn_dataflow",
    "flowmachineimage",
    "queueitem",
    "synapselinkschedule",
    "msdyn_federatedarticleincident",
    "flowmachine",
    "synapselinkprofile",
    "msdyn_dataflowrefreshhistory",
    "solutioncomponentrelationshipconfiguration",
    "contact",
    "organizationdatasyncstate",
    "botcomponent",
    "bot",
    "msdyn_componentlayer",
    "msdyn_odatav4ds",
    "msfp_question",
    "msdyn_aibfile",
    "msdyn_solutionhistorydatasource",
    "msdyn_solutionhealthruleset",
    "newprocess",
    "connectionreference",
    "msdyn_knowledgemanagementsetting",
    "msdyn_pmrecording",
    "msfp_survey",
    "msdyn_aibdatasetscontainer",
    "package",
    "msdyn_solutioncomponentsummary",
    "msdyn_helppage",
    "appnotification",
    "organizationdatasyncsubscriptionentity",
    "msdyn_aiodtrainingboundingbox",
    "msdyn_nonrelationalds",
    "expiredprocess",
    "msdyn_analysisresultdetail",
    "msfp_alertrule",
    "msdyn_solutioncomponentcountsummary",
    "msdyn_kalanguagesetting",
    "transactioncurrency",
    "exportsolutionupload",
    "msdyn_pmprocessusersettings",
    "datasyncstate",
    "msdyn_entityrefreshhistory",
    "msdyn_analysisresult",
    "msdyn_componentlayerdatasource",
    "account",
    "kbarticle",
    "systemuser",
    "task",
    "msdyn_analysisjob",
    "solutioncomponentconfiguration",
    "msdyn_knowledgesearchfilter",
    "stagesolutionupload",
    "msdyn_pmtemplate",
    "phonecall",
    "msdyn_solutioncomponentdatasource",
    "environmentvariablevalue",
    "msdyn_aitemplate",
    "userrating",
    "synapselinkprofileentity",
    "featurecontrolsetting",
    "translationprocess",
    "msdyn_pminferredtask",
    "customapirequestparameter",
    "externalpartyitem",
    "msdyn_aibdatasetfile",
    "flowmachinegroup",
    "flowmachineimageversion",
    "msdyn_aibdatasetrecord",
    "msdyn_kbattachment",
    "msdyn_aifptrainingdocument",
    "customapiresponseproperty",
    "msdyn_knowledgearticletemplate",
    "msdyn_aiodimage",
    "msdyn_knowledgesearchinsight",
    "msfp_emailtemplate",
    "catalog",
    "msdyn_knowledgeinteractioninsight",
    "conversationtranscript",
    "msdyn_pmanalysishistory",
    "msdyn_datalakeds",
    "canvasappextendedmetadata",
    "msfp_localizedemailtemplate",
    "msdynce_botcontent",
    "queue",
    "msdyn_solutionhealthruleargument",
    "msdyn_aibfileattacheddata",
    "msdyn_richtextfile",
    "msdyn_kmpersonalizationsetting",
    "msdyn_aiodtrainingimage",
    "msdyn_serviceconfiguration",
    "msdyn_knowledgearticleimage",
    "team",
    "territory",
    "msdyn_solutioncomponentcountdatasource",
    "catalogassignment",
    "msdyn_federatedarticle",
    "msdyn_solutionhealthrule",
    "msdyn_solutionhistory",
    "msdyn_knowledgepersonalfilter",
    "organizationdatasyncsubscription",
    "solutioncomponentbatchconfiguration",
    "connector",
    "solutioncomponentattributeconfiguration",
    "synapselinkprofileentitystate",
    "msdyn_aiodlabel",
    "customapi",
    "msdyn_aibdataset",
    "msfp_fileresponse",
    "environmentvariabledefinition",
    "msdyn_analysiscomponent",
    "msfp_satisfactionmetric",
    "msdyn_tour",
    "msdyn_customcontrolextendedsettings",
    "msfp_surveyreminder",
    "virtualentitymetadata",
    "msfp_questionresponse",
    "msfp_project"
  ]
}

Console output:

Contact is in the list of potential tables for N:N.
sample_BankAccount is in the list of potential tables for N:N.

Create N:N relationship

This request creates a many-to-many relationship between sample_BankAccount and Contact tables.

Request:

POST [Organization Uri]/api/data/v9.2/RelationshipDefinitions HTTP/1.1
MSCRM.SolutionUniqueName: examplesolution
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

{
  "@odata.type": "Microsoft.Dynamics.CRM.ManyToManyRelationshipMetadata",
  "Entity1AssociatedMenuConfiguration": {
    "Behavior": "UseLabel",
    "Group": "Details",
    "Label": {
      "@odata.type": "Microsoft.Dynamics.CRM.Label",
      "LocalizedLabels": [
        {
          "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
          "Label": "Bank Accounts",
          "LanguageCode": 1033,
          "IsManaged": false
        }
      ],
      "UserLocalizedLabel": {
        "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
        "Label": "Bank Accounts",
        "LanguageCode": 1033,
        "IsManaged": false
      }
    },
    "Order": 10000,
    "ViewId": "00000000-0000-0000-0000-000000000000"
  },
  "Entity1LogicalName": "sample_bankaccount",
  "Entity2AssociatedMenuConfiguration": {
    "Behavior": "UseLabel",
    "Group": "Details",
    "Label": {
      "@odata.type": "Microsoft.Dynamics.CRM.Label",
      "LocalizedLabels": [
        {
          "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
          "Label": "Contacts",
          "LanguageCode": 1033,
          "IsManaged": false
        }
      ],
      "UserLocalizedLabel": {
        "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
        "Label": "Contacts",
        "LanguageCode": 1033,
        "IsManaged": false
      }
    },
    "Order": 10000,
    "ViewId": "00000000-0000-0000-0000-000000000000"
  },
  "Entity2LogicalName": "contact",
  "IntersectEntityName": "sample_sample_BankAccounts_Contacts",
  "IsCustomRelationship": false,
  "IsManaged": false,
  "IsValidForAdvancedFind": false,
  "RelationshipType": "OneToManyRelationship",
  "SchemaName": "sample_sample_BankAccounts_Contacts",
  "SecurityTypes": "None"
}

Response:

HTTP/1.1 204 NoContent
OData-Version: 4.0
OData-EntityId: [Organization Uri]/api/data/v9.2/RelationshipDefinitions(11bb11bb-cc22-dd33-ee44-55ff55ff55ff)

Console output:

Created Many-to-Many relationship at: RelationshipDefinitions(11bb11bb-cc22-dd33-ee44-55ff55ff55ff)

Retrieve N:N relationship

This request retrieves the many-to-many relationship created by the previous request.

Note

As mentioned above, because RelationshipDefinitions contains both one-to-many and many-to-many relationship definitions, you must include the following in the URL to cast to the type you want to retrieve: /Microsoft.Dynamics.CRM.ManyToManyRelationshipMetadata. Otherwise, the value returned will be the RelationshipMetadataBase EntityType and will not include the properties specific to the ManyToManyRelationshipMetadata EntityType.

Request:

GET [Organization Uri]/api/data/v9.2/RelationshipDefinitions(11bb11bb-cc22-dd33-ee44-55ff55ff55ff)/Microsoft.Dynamics.CRM.ManyToManyRelationshipMetadata HTTP/1.1
Consistency: Strong
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

Response:

HTTP/1.1 200 OK
OData-Version: 4.0

{
  "@odata.context": "[Organization Uri]/api/data/v9.2/$metadata#RelationshipDefinitions/Microsoft.Dynamics.CRM.ManyToManyRelationshipMetadata/$entity",
  "Entity1LogicalName": "sample_bankaccount",
  "Entity2LogicalName": "contact",
  "IntersectEntityName": "sample_sample_bankaccounts_contacts",
  "Entity1IntersectAttribute": "sample_bankaccountid",
  "Entity2IntersectAttribute": "contactid",
  "Entity1NavigationPropertyName": "sample_sample_BankAccounts_Contacts",
  "Entity2NavigationPropertyName": "sample_sample_BankAccounts_Contacts",
  "IsCustomRelationship": true,
  "IsValidForAdvancedFind": false,
  "SchemaName": "sample_sample_BankAccounts_Contacts",
  "SecurityTypes": "None",
  "IsManaged": false,
  "RelationshipType": "ManyToManyRelationship",
  "IntroducedVersion": "1.0.0.0",
  "MetadataId": "11bb11bb-cc22-dd33-ee44-55ff55ff55ff",
  "HasChanged": null,
  "Entity1AssociatedMenuConfiguration": {
    "Behavior": "UseLabel",
    "Group": "Details",
    "Order": 10000,
    "IsCustomizable": true,
    "Icon": null,
    "ViewId": "00000000-0000-0000-0000-000000000000",
    "AvailableOffline": true,
    "MenuId": null,
    "QueryApi": null,
    "Label": {
      "LocalizedLabels": [
        {
          "Label": "Bank Accounts",
          "LanguageCode": 1033,
          "IsManaged": false,
          "MetadataId": "271999d1-6fd9-4413-b027-f2a1b231e0a4",
          "HasChanged": null
        }
      ],
      "UserLocalizedLabel": {
        "Label": "Bank Accounts",
        "LanguageCode": 1033,
        "IsManaged": false,
        "MetadataId": "271999d1-6fd9-4413-b027-f2a1b231e0a4",
        "HasChanged": null
      }
    }
  },
  "Entity2AssociatedMenuConfiguration": {
    "Behavior": "UseLabel",
    "Group": "Details",
    "Order": 10000,
    "IsCustomizable": true,
    "Icon": null,
    "ViewId": "00000000-0000-0000-0000-000000000000",
    "AvailableOffline": true,
    "MenuId": null,
    "QueryApi": null,
    "Label": {
      "LocalizedLabels": [
        {
          "Label": "Contacts",
          "LanguageCode": 1033,
          "IsManaged": false,
          "MetadataId": "1fcff441-9a41-42b1-a0d9-e92daa47230f",
          "HasChanged": null
        }
      ],
      "UserLocalizedLabel": {
        "Label": "Contacts",
        "LanguageCode": 1033,
        "IsManaged": false,
        "MetadataId": "1fcff441-9a41-42b1-a0d9-e92daa47230f",
        "HasChanged": null
      }
    }
  },
  "IsCustomizable": {
    "Value": true,
    "CanBeChanged": true,
    "ManagedPropertyLogicalName": "iscustomizable"
  }
}

Console output:

Retrieved Many-to-Many relationship:sample_sample_BankAccounts_Contacts

Section 8: Export managed solution

Use the ExportSolution Action to export the solution as a managed solution. This action includes many switches you can use to include additional information as part of the solution, but in this case, all those options are turned off. More information: Work with solutions

Request:

POST [Organization Uri]/api/data/v9.2/ExportSolution HTTP/1.1
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

{
  "SolutionName": "examplesolution",
  "Managed": true,
  "ExportAutoNumberingSettings": false,
  "ExportCalendarSettings": false,
  "ExportCustomizationSettings": false,
  "ExportEmailTrackingSettings": false,
  "ExportGeneralSettings": false,
  "ExportMarketingSettings": false,
  "ExportOutlookSynchronizationSettings": false,
  "ExportRelationshipRoles": false,
  "ExportIsvConfig": false,
  "ExportSales": false,
  "ExportExternalApplications": false
}

Response:

HTTP/1.1 200 OK
OData-Version: 4.0

{
  "@odata.context": "[Organization Uri]/api/data/v9.2/$metadata#Microsoft.Dynamics.CRM.ExportSolutionResponse",
  "ExportSolutionFile": "[ Binary content removed for brevity]"
}

Console output:

Solution Exported to E:\GitHub\PowerApps-Samples\dataverse\webapi\C#-NETx\MetadataOperations\bin\Debug\net6.0\examplesolution.zip

Section 9: Delete sample records

References to all of the records created in this sample have been added to a list. In this section, all the records created are deleted using a $batch operation.

Request:

POST [Organization Uri]/api/data/v9.2/$batch HTTP/1.1
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

--batch_d6cb9873-6b53-490d-942d-0bea79b8ba9a
Content-Type: application/http
Content-Transfer-Encoding: binary
Content-Length: 136

DELETE /api/data/v9.2/RelationshipDefinitions(66aa66aa-bb77-cc88-dd99-00ee00ee00ee) HTTP/1.1


--batch_d6cb9873-6b53-490d-942d-0bea79b8ba9a
Content-Type: application/http
Content-Transfer-Encoding: binary
Content-Length: 130

DELETE /api/data/v9.2/EntityDefinitions(22cc22cc-dd33-ee44-ff55-66aa66aa66aa) HTTP/1.1


--batch_d6cb9873-6b53-490d-942d-0bea79b8ba9a
Content-Type: application/http
Content-Transfer-Encoding: binary
Content-Length: 122

DELETE /api/data/v9.2/solutions(11bb11bb-cc22-dd33-ee44-55ff55ff55ff) HTTP/1.1


--batch_d6cb9873-6b53-490d-942d-0bea79b8ba9a
Content-Type: application/http
Content-Transfer-Encoding: binary
Content-Length: 123

DELETE /api/data/v9.2/publishers(00aa00aa-bb11-cc22-dd33-44ee44ee44ee) HTTP/1.1


--batch_d6cb9873-6b53-490d-942d-0bea79b8ba9a
Content-Type: application/http
Content-Transfer-Encoding: binary
Content-Length: 139

DELETE /api/data/v9.2/GlobalOptionSetDefinitions(44ee44ee-ff55-aa66-bb77-88cc88cc88cc) HTTP/1.1


--batch_d6cb9873-6b53-490d-942d-0bea79b8ba9a--

Response:

HTTP/1.1 200 OK
OData-Version: 4.0

--batchresponse_9fa66f62-38d1-4890-91ce-4185fd556745
Content-Type: application/http
Content-Transfer-Encoding: binary

HTTP/1.1 204 No Content
OData-Version: 4.0


--batchresponse_9fa66f62-38d1-4890-91ce-4185fd556745
Content-Type: application/http
Content-Transfer-Encoding: binary

HTTP/1.1 204 No Content
OData-Version: 4.0


--batchresponse_9fa66f62-38d1-4890-91ce-4185fd556745
Content-Type: application/http
Content-Transfer-Encoding: binary

HTTP/1.1 204 No Content
OData-Version: 4.0


--batchresponse_9fa66f62-38d1-4890-91ce-4185fd556745
Content-Type: application/http
Content-Transfer-Encoding: binary

HTTP/1.1 204 No Content
OData-Version: 4.0


--batchresponse_9fa66f62-38d1-4890-91ce-4185fd556745
Content-Type: application/http
Content-Transfer-Encoding: binary

HTTP/1.1 204 No Content
OData-Version: 4.0


--batchresponse_9fa66f62-38d1-4890-91ce-4185fd556745--

Console output:

Deleting created records...

Section 10: Import and Delete managed solution

This step imports managed solution exported in Section 8: Export managed solution using the ImportSolution Action.

Request:

POST [Organization Uri]/api/data/v9.2/ImportSolution HTTP/1.1
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

{
"OverwriteUnmanagedCustomizations": false,
"PublishWorkflows": false,
"CustomizationFile": "[ Binary content removed for brevity]",
"ImportJobId": "00000000-0000-0000-0000-000000000000"
}

Response:

HTTP/1.1 204 NoContent
OData-Version: 4.0

Console output:

Sending request to import the examplesolution solution...
Solution imported as a managed solution.

Get the solutionid of the managed solution by uniquename so you can delete it.

Request:

GET [Organization Uri]/api/data/v9.2/solutions?$select=solutionid&$filter=uniquename%20eq%20'examplesolution' HTTP/1.1
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

Response:

HTTP/1.1 200 OK
OData-Version: 4.0

{
"@odata.context": "[Organization Uri]/api/data/v9.2/$metadata#solutions(solutionid)",
"value": [
   {
      "@odata.etag": "W/\"13291034\"",
      "solutionid": "07439497-6992-4e30-81e0-628a91984af5"
   }
]
}

Delete managed solution

This final step deletes the managed solution imported to return the system to the original state.

Request:

DELETE [Organization Uri]/api/data/v9.2/solutions(07439497-6992-4e30-81e0-628a91984af5) HTTP/1.1
OData-MaxVersion: 4.0
OData-Version: 4.0
If-None-Match: null
Accept: application/json

Response:

HTTP/1.1 204 NoContent
OData-Version: 4.0

Console output:

Sending request to delete the examplesolution solution...
Managed solution deleted.
--Metadata Operations sample completed--

Udostępnij za pośrednictwem

Web API table schema operations sample

Demonstrates

Section 0: Create Publisher and Solution

Section 1: Create, Retrieve and Update Table

Section 2: Create, Retrieve and Update Columns

Boolean Column

Update Option Values

DateTime Column

Decimal Column

Integer Column

Memo Column

Money Column

Picklist Column

Add an option to the local optionset

Re-order choice column options

Delete local option value

Multi-Select Picklist Column

Insert Status Value

Section 3: Create and use Global OptionSet

Section 4: Create Customer Relationship

Section 5: Create and retrieve a one-to-many relationship

Validate 1:N relationship eligibility

Identify Potential Referencing Entities

Create 1:N relationship

Retrieve 1:N relationship

Section 6: Create and retrieve a many-to-one relationship

Create N:1 relationship

Retrieve N:1 relationship

Section 7: Create and retrieve a many-to-many relationship

Validate N:N relationship eligibility

Identify Potential Entities for N:N relationships

Create N:N relationship

Retrieve N:N relationship

Section 8: Export managed solution

Section 9: Delete sample records

Section 10: Import and Delete managed solution

Delete managed solution

See also

Opinia

Dodatkowe zasoby