Filtering data with the Dynamics 365 Web API

Calum Jacobs, 26 February 2021

In this blog, I will show you how to use the Xrm.WebApi.retrieveMultipleRecords endpoint, which I used to show or hide fields on a form based on whether a parent Account record had child Office records.

To do this I used the following query:

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Now there are plenty of blogs explaining briefly how to use Xrm.WebApi.retrieveMultipleRecords, but none that I could find explaining how the $filter in the query worked.

Basically Xrm.WebApi.retrieveMultipleRecords is like a simplified version of Fetch XML. If you use advanced find to carry out a query, click Download Fetch XML, you will see something like the below.

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The first parameter of the Xrm.WebApi.retrieveMultipleRecords endpoint is the entity you want to retrieve, which in our case is “mag_office”. We only want to select the “mag_officeid” field because we just want to know if there are any Offices associated to the Account. Next we apply a filter to associate the Office to the Account via it’s lookup field – the Office has a lookup to the Account called “mag_accountid” and the Account has a primary key called “accountid”.

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So to summarise: Xrm.WebApi.retrieveMultipleRecords(A, ?$select=B &$filter=C/D eq GUID)

Where in the fetch XML:

A = schema name of entity you want to retrieve,

B = schema name of field you want to retrieve,

C = schema name of lookup field

D = schema name of primary key for lookup entity

GUID = lookup field GUID

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Ie from the image above: Xrm.WebApi.retrieveMultipleRecords("mag_a,"?$select=mag_ aid &$filter=mag_Bid/bid eq " + GUID ").

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