How to check if Contacts is associated with any other entities ?

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Hi Guys,

Is it possible to check if the contact is associated with any other entities. I have some to 1000 contacts to check if it is associated with any other contacts or not. Please guide through this.

Thanks,

Vignesh M

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Aric Levin - MVP 30,190 Moderator on at

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RE: How to check if Contacts is associated with any other entities ?

You need to check the relationships between contacts and all related entities, and get a count of the records.

If any relationship has a contact of records that is > 0, that particular contact has a relationship.

Retrieve Relationships:

RetrieveEntityRequest request = new RetrieveEntityRequest()

{

LogicalName = "contact",

EntityFilters = EntityFilters.Relationships,

RetrieveAsIfPublished = true

};

RetrieveEntityResponse response = (RetrieveEntityResponse)service.Execute(request);

OneToManyRelationshipMetadata oneToNRelationship = response.EntityMetadata.OneToManyRelationships;

Retrieve Child Record Count:

OneToManyRelationshipMetadata[] oneToNRelationships = response.EntityMetadata.OneToManyRelationships;

foreach (OneToManyRelationshipMetadata rel in oneToNRelationships)

{

string childEntityName = rel.ReferencingEntity;

string childEntityField = rel.ReferencingAttribute;

RetrieveEntityCount(childEntityName, childEntityField);

}

Hope this helps.

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Community Member on at

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RE: How to check if Contacts is associated with any other entities ?

Hi Aric,

Thanks for the code, but I want to check for the contacts read from excel sheet. Is it possible to filter based on contact id or "custom attribute" in RetrieveEntityRequest.

Thanks,

Vignesh

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David Jennaway 14,065 on at

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RE: How to check if Contacts is associated with any other entities ?

The above code is to read the metadata - i.e. just to identify the relationships that a contact can have. You'll then need to use this information to check each contact.

I don't think it's practical to use just one query to check all relationships, so I think your overall flow will need to be:

Use whatever makes sense to get a list of the contacts to check. If they are in CRM, I'd use a QueryExpression or Fetch with the filtering, but you mention an Excel sheet, so maybe you want to read this list from there

Loop through each contact, then query each relationship in turn to check if there is related data

This may not seem hugely efficient for processing, but you should get reasonable enough performance. To improve performance you could query for each relationship in turn, linked to your list of contacts, then process the results, but the coding is probably more complex

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Community Member on at

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RE: How to check if Contacts is associated with any other entities ?

Yea David, I agree with you. I am struck with how to pass the contactId in to the above code.

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Shahbaaz Ansari 6,211 on at

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RE: How to check if Contacts is associated with any other entities ?

Hi Mohan,

Try like below

Retrieve Relationships:

RetrieveEntityRequest request = new RetrieveEntityRequest()

{

LogicalName = "contact",

Id = "GUID"//pass your contact guid here

EntityFilters = EntityFilters.Relationships,

RetrieveAsIfPublished = true

};

Thanks,

Shahbaaz

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