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Session Id :
Small and medium business | Business Central, N...
Suggested Answer

How to open customer account page by phone number?

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Posted on by 5

Hi,

we have VOIP in our company.

I want to get the contact number when the customer called me and my system started ringing and open the desired customer page in Microsoft CRM >> accounts section.
my problem is that I can't open a customer account page with the contact number I have to pass GUID to function.
I have written the below code but it needs GUID to open the page how can I open the customer page with the contact number.

var entityFormOptions = {};
entityFormOptions["entityName"] = "account";
entityFormOptions["entityId"] = "0A4A1EE9-C987-EB11-AC3F-000C29CAF1DF"; //MY PROBLEM IS HERE HOW CAN I USE CONTACT NUMBER ISTEAD OF GUID

Xrm.Navigation.openForm(entityFormOptions).then(
function (success) {
console.log(success);
},
function (error) {
console.log(error);
});

I have the same question (0)
  • Inge M. Bruvik Profile Picture
    1,111 Moderator on at

    You could use an API page in BC to look at customer with a specific phonenumber. That Page will also give you the System ID so you can use that to open the customer page.

    docs.microsoft.com/.../

  • Hossein.Vakilian Profile Picture
    5 on at

    I can't find anything to help me.

    would you please tell me in more detail?

    please this is so important for me

  • Suggested answer
    YUN ZHU Profile Picture
    95,729 Super User 2025 Season 2 on at

    Hi, This does not seem to be a Business Central issue. Can it be forwarded to the CRM forum?

       

  • Suggested answer
    Inge M. Bruvik Profile Picture
    1,111 Moderator on at

    Here is a link on how you can put together a URL that you can use directly into your Business Central tenant

    docs.microsoft.com/.../devenv-web-client-urls

    Maybe that gives you a better understanding?

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