Create case from web form workflow

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Posted on by Community Member

Hi,

Wondering if i could get some assistance with this issue. All pretty simple if there is a matching Account & Contact record in CRM Online but that wont always be the case.

So I was thinking best approach (feel free to correct me if wrong) would be to use a workflow taht checked to see if matching records existed, if not maybe assign to a generic account/contact record.

Question is how do you try looking up the account record to see if one exists?

Thanks in advance.

Todd

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Amar Prakash 565 on at

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Hi Todd,

You need to search account in CRM using account name and some other field may be email, phone, country. You need to use XRM retrievemultiple to search account from CRM. Thanks.

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Community Member on at

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Thanks for your response, can this be done via a process?

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Mahendar Pal 45,095 on at

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Hi,

You can't query account record in out of the box process, for that you need to write custom workflow which can read some of the parameter and can search record if found can return it in output variable.

You can also check this utility in codeplex: msdyncrmworkflowtools.codeplex.com

Thanks

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Community Member on at

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Thank you both

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