Microsoft Dynamics CRM (Archived)

workflow to trigger a lookup

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Posted on by jsteelecrm

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I have a custom entity that is going to capture the first name, last name and email address of a person.

I need the creation of this entity to trigger a workflow that will achieve the following.

- Check to see if this person already exists as a contact in CRM.

- If so, then update the custom entity with a lookup to that contact record.

- If they are not in CRM then create a contact record with the details and then update the custom entity with a lookup to the created record.

Basically, I have data coming in from an external source and they cannot lookup data in Dynamics so I need them to dump the data in the custom entity and Dynamics will then look them up and act accordingly.

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gdas 50,085 on at

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RE: workflow to trigger a lookup

Hi ,

As per my understanding you need to check the duplicate records exists in contact at the time of creating custom entity record and update and create accordingly the custom entity.

I don't think in OOB workflow its possible . In that case it's good to go for plugin .

Hope this helps.
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CU18090919-0 80 on at

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RE: workflow to trigger a lookup

You can achieve this by two ways

1) JavaScript

You can add javascript onSave when you will save record then script will find record(retrieve multiple ) on the base of email. If record found then you will create lookup relationship with contact otherwise create new record.

2) Plugin:

You can register plugin and write your business logic to achieve this functionality.

Better Approach: You should use plugin because it will work for external source.