Getting Business phone number from list of Active Contacts system view.

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Hello,

Within the Contacts entity, I have a list of contacts in the Active Contacts system view. I have a button that I want to use to extract the "telephone1" attribute from a highlighted (or checked) contact. Does anyone have any suggestions for this? My main issue it determining how to use the entity name, which I would assume is "contacts", while using the Xrm.Page.getControl("contacts") method.

As it stands right now, the above method returns a null value.

Any help is appreciated.

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a33ik 84,331 Most Valuable Professional on at

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Hello,

To do that you will have do following:

1. In Ribbon Workbench pass selected records as parameter to function that handles click of your button.

2. Retrieve field based on identifier of record using crm endpoints.

Good luck.

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So I add a parameter, then enter what in the "Crm parameter = " field?

Also, can you please elaborate on your second point?

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a33ik 84,331 Most Valuable Professional on at

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1. Should be something like:

2. To retrieve phone you will have to fetch data using CRM endpoint. I would suggest to use WebApi for that purpose. To make life easier you can use CrmRestBuilder tool to generate request.

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Aric Levin - MVP 30,190 Moderator on at

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In your JavaScript code you can have the following function (that you are setting from Ribbon Workbench) as Andrew showed:

function updateSelected(SelectedControlSelectedItemIds, SelectedEntityTypeName) {

SelectedControlSelectedItemIds.forEach(

function (selected, index) {

getPhoneNumber(selected, SelectedEntityTypeName);

});

}

function getPhoneNumber(id, entityName) {

var query = "telephone1";

Sdk.WebApi.retrieveRecord(id, entityName, query, "",

function (result) {

var telephone1 = result.telephone1;

// Do the additional processing you need here

},

function (error) {

alert(error);

})

}

You will need to get the WebApi library from here:

www.zacrmguy.com/js-crud-operations-with-web-api-in-crm-2016

There are other libraries available to use with WebApi, or you can do this on your own (without the use of library).

This should give you a good enough starting point after your set the Ribbon Workbench.

I also recommend adding the SelectedEntityTypeName parameters to the ribbon function call if you need it (as shown in the code above).

Hope this helps.

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Thank you! That looks like it will save me a headache.

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Community Member on at

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Okay, that's clearer. Thank you for the help.

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How do I install the library after downloading it?

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Aric Levin - MVP 30,190 Moderator on at

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It is just a javascript file. Add it to your solution as a web resource, and then add it to the libraries area in your form properties.

If you can't find the library, PM me and I will send it to you.

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I found it. So, in the Ribbon Workbench, should my Custom Javascript Action for the button be similar to

Library: new_dial

Function Name: updateSelected

and the two CRM parameters would be SelectedControlSelectedItemIds and SelectedEntityTypeName?

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