How to open customer account page by phone number by pass into url ?

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Posted on by Mohammed Elfatih

hello,

I'm facing an issue while attempting to open a customer profile using URL parameters. I have tried passing the telephone1 field in the URL, but it seems to redirect me to the new account creation page instead of opening the existing customer profile.

Here is the URL I've been using:

xxxxx.crm4.dynamics.com/main.aspx

I would greatly appreciate any guidance or suggestions on how to correctly open the customer profile based on the provided telephone number.

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Guido Preite 54,081 Super User 2024 Season 1 on at

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RE: How to open customer account page by phone number by pass into url ?

depends on which kind of integration you can do.

Usually for this scenario you do a search using the Dataverse Web API (so you search by phone number and get a list of records, list that can have 0,1 or >1) and with the ID you can open the record with the url structure.
Mohammed Elfatih 10 on at

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RE: How to open customer account page by phone number by pass into url ?

thanks Guido for response,

what is suggest in this case? because I want use into telephony system?

I would like to achieve the functionality where, upon a customer's call, their profile page is opened automatically.
Guido Preite 54,081 Super User 2024 Season 1 on at

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RE: How to open customer account page by phone number by pass into url ?

if you want to open an existing record you need to pass the ID, passing another field will not open it (for example you can have duplicates).

hope it helps