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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / how open specific acco...
Microsoft Dynamics CRM (Archived)

how open specific account record by customerid / telephone no in Dynamic CRM

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Posted on by Abdul Waheed 75

hi expert, i need to open a specific account based on url. i have a requirement that open a account against telephone no/customer id using query string. i try these urls

http://ef.crm/EFCRMDB/main.aspx?etn=account&pagetype=entityrecord (this open a create new account form)

http://ef.crm/EFCRMDB/main.aspx?etn=account&extraqs=etc%3d1%26expert_test%3dabcdef&pagetype=entityrecord       (pass query string value and i successfully get this value on form)

 In database AccountBase table i find unique id for record  that is 'AccountId'. 

this works fine for me

http://ef.crm/EFCRMDB/main.aspx?etn=account&pagetype=entityrecord&id=A3D57E8C-87F6-E111-8BF8-000C29E2596B

now problem is that how i get 'AccountId' against telephone no or customer id received form url? can i open account by dialog or workflow if yes then how?

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I have the same question (0)
  • Bryan Botz Profile Picture
    Bryan Botz 600 on at

    I'm not clear on what you are asking for here. Are you wondering how to filter and find an AccountId using the telephone number from the URL?

    Can you please rephrase your question so I can try to provide some better guidance on your issue?

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    In order to open a specific record in CRM you must provide the unique identifier for that record type.

    So for account records it would be accountId. You would not be able to build a URL for an account edit form that provides some other value for some other attribute and have it open a specific record.

    The Microsoft Dynamics CRM SDK provides a section specifically for how to open records by building a URL.

    msdn.microsoft.com/.../gg328483.aspx

    How you get to a specific record in CRM depends upon in what context you are accessing CRM data.

    If you are in the web client, you could use Advanced Find to look for Accounts and add a filter condition to search for records with a specific telephone number.

    If you need to open a CRM account directly by only knowing the telephone number for an account, again you would need to leverage the CRM SDK.

    You could create an HTML web resource and in the query string for the HTML web resource provide the data to identify the account (in your case some telephone number). On the HTML page you could have some onload javascript that calls into the OrganizationData.svc ODATA service and query for accounts based on the criteria you have provided on the query string, then you could build up the URL for the account (since now you have access to the accountId) and redirect from your HTML web resource to the URL for the account.

    Resources to accomplish this customization:

    HTML Web page web resources:

    msdn.microsoft.com/.../gg309536.aspx

    Opening records and building URLs for CRM records:

    msdn.microsoft.com/.../gg328483.aspx

    Query Microsoft Dynamics CRM Data Using the REST Endpoint (ODATA)

    msdn.microsoft.com/.../gg334767.aspx

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