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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to check customer ...
Microsoft Dynamics CRM (Archived)

How to check customer type within Case

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Posted on by Community Member Microsoft Employee

Hi, 

In Case, there is a field  called "Customer". This field is unique, because we can choose between contact or account. 

I created a plugin to move new case to inactive state, if the customer email is match with condition. Here the code:

if (entity.Attributes.Contains("customerid"))
                {
                    Entity customer_detail = _service.Retrieve("contact", ((EntityReference)entity["customerid"]).Id, new ColumnSet(true));
                    
// Code to move case to inactive. 

}


The problem is, when user is choose  Account not contact, of course my plugin will throw an error because the contact is not found. The question is, how to check if the customer field contains account or contact ?

*This post is locked for comments

  • Suggested answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,074 on at
    RE: How to check customer type within Case

    H Fikri,

    Please modify the code as shown below.

     if (entity.Attributes.Contains("customerid"))
            {
                Entity customer_detail = _service.Retrieve(((EntityReference)entity["customerid"]).LogicalName, ((EntityReference)entity["customerid"]).Id, new ColumnSet(true));

                // Code to move case to inactive. 

            }

    Hope this helps.

  • Verified answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: How to check customer type within Case

    You can simply change your code like follow:

    if(entity.Contains("customerid"))

    {

    Entity customer_detail = _service.Retrieve(entity.GetAttributeValue<EnityReference>("customerid").LogicalName,entity.GetAttributeValue<EnityReference>("customerid").Id, new ColumnSet(true));

    }

    LogicalName

  • Verified answer
    Iswarya Profile Picture
    Iswarya 1,345 on at
    RE: How to check customer type within Case

    Hi,

    try this

    if (entity.Attributes.Contains("customerid") && entity.Attributes["customerid"]!=null)

                   {

    EntityReference CustomerRef = (EntityReference)entity.Attributes["customerid"];

                       Guid CustomerId = CustomerRef.Id;

                       Entity customer_detail = _service.Retrieve("contact", CustomerId, new ColumnSet(true));

    // Code to move case to inactive.

    }

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to check customer type within Case

    ((EntityReference)entity["customerid"]).LogicalName

    Refer this:

    http://www.crmanswers.net/2014/08/dynamics-crm-special-data-types.html

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