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I've a custom entity which is being populated from a third party App.
We (hopefully) will have the agent's email address as a text field in that custom entity.
I need to take that email address, and get the corresponding user in Dynamics and populate an entity what that user.
Is this simple to do with JavaScript? If so could someone please point me in the right direction, or if not direct me to an alternative.
Thanks
Lee
Hello Lee,
Issue with JavaScript that it is executed on the frontend so only when user opens the form.
I believe that thirdparty app will populate the field using the API so... clientside approach is not the perfect answer.
I would recommend to write a plugin that will handle create/update of your record with email address, does the lookup of user based on the email and populate the lookup.
Alternatively you can use "Power Automate" (former "Flow") if you don't have developer or developer skills.
Good luck.
try using the retrieve multiple, which you can filter on fields, for example
var req = new XMLHttpRequest();
req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v9.1/contacts?$filter=_owninguser_value eq 34b19a0b-ad6e-48fb-968d-77334f5e5dfe", true);
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("Prefer", "odata.include-annotations=\"*\"");
req.onreadystatechange = function() {
if (this.readyState === 4) {
req.onreadystatechange = null;
if (this.status === 200) {
var results = JSON.parse(this.response);
for (var i = 0; i < results.value.length; i++) {
var contactid = results.value[i]["contactid"];
}
} else {
Xrm.Utility.alertDialog(this.statusText);
}
}
};
req.send();
Thanks
REST queries I have no issue with.
However I've no idea how to use it with a Lookup
You can use a REST query to achieve this, it's fairly straight forward. if you don't know already look into this tool which makes building queries super fast
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