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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / customerid in webapi
Customer experience | Sales, Customer Insights,...
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customerid in webapi

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Posted on by Anandhcrm

I am creating case record through api

record1:

{
"title" : "case1",
"customerid_contact@odata.bind" : "/contacts(guid)"   

}

record2:

{
"title" : "case2",
"customerid_account@odata.bind" : "/accounts(guid)"   

}

above two records were successfully created through postman.

My question is, while doing programmatically, how we can ensure that we are mapping the customerid with contact or account ?

I have the same question (0)
  • Verified answer
    Pradeep Rai Profile Picture
    Pradeep Rai 5,489 Moderator on at

    Hi,

    Can please share about how you received the GUID?

    For e.g. if you are getting the values from any third party webapi then I would suggest you to check the same GUID with account and contact once any of them found then you can set those values during create.

  • Verified answer
    Inogic Profile Picture
    Inogic 709 on at

    For identifying and mapping the entity's logical name while setting the customer ID field, you have to first retrieve that record from CRM. So, in your situation, you have to make two retrieve requests to identify the logical name of the entity. For example, you have a GUID, so in the first request, you have to check the GUID present in the Account entity, and in the second request, you have to check the GUID present in the Contact entity. Based on both request results, you can identify which logical name of the entity you should provide while creating a case entity record. 

    Hope this helps.

    Thanks!

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