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Customer experience | Sales, Customer Insights,...
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Get Related Record details & update in Parent Record using c# in CRM

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Posted on by 2,665

Hi All,

I have one lookup field(Contact entity) in Case entity .Need to get lookup details like fields values present in Contact & update in Case fields using C#.

The below code using in Console, but getting error while am updating in Case record with entityId in last line "Invalid Type for entity id value" : 

static void Main(string[] args)
        {
            IOrganizationService _crmService = ConnectToCRM();
            // CreateAutoNumberAttribute(_crmService);
            if (_crmService != null)
            {
                QueryExpression qe = new QueryExpression("incident");
                EntityCollection coll = _crmService.RetrieveMultiple(qe);                                             
                Console.WriteLine("Retrieved : " + coll.Entities.Count);
                Console.ReadLine();
                string entityId = "c35a88e1-4fe5-ea11-a824-001dd8b70014";
                //string entity = "incident";
                //string getassetId = "8E72FA18-26CF-EA11-A827-001DD8B70013"; //8e72fa18-26cf-ea11-a827-001dd8b70013
                //Entity enContact = _crmService.Retrieve("contact", Guid.Parse(entityId), new ColumnSet(true));
                ColumnSet attributes = new ColumnSet(new string[] { "mdc_reportername", "mdc_reporterisnotanmicuser" });
                Entity enCase = _crmService.Retrieve("incident", Guid.Parse(entityId), attributes);
                EntityReference reporterName = enCase.Attributes.Contains("mdc_reportername") ? enCase.GetAttributeValue<EntityReference>("mdc_reportername") : null;
                bool isMICUser = enCase.Contains("mdc_reporterisnotanmicuser") ? enCase.GetAttributeValue<bool>("mdc_reporterisnotanmicuser") : false;
 
                string title = string.Empty;
                string company = string.Empty;
                string dept = string.Empty;
                string emailaddress = string.Empty;
                string mobilephone = string.Empty;
                string lineManager = string.Empty;
                string lineManagerEMail = string.Empty;
                Guid divisionID = Guid.Empty;
                Guid platformID = Guid.Empty;
                Guid aasetID = Guid.Empty;
                Guid reporteId = Guid.Empty;
                bool isuser = false;
 
                if (enCase.Attributes.Contains("mdc_reportername") && reporterName != null)
                {
                    reporteId = (enCase.GetAttributeValue<EntityReference>("mdc_reportername")).Id;
                    Console.WriteLine("Reporter Name From Case : " + reporteId);
                    Console.ReadLine();
                }
                if (enCase.Attributes.Contains("mdc_reporterisnotanmicuser"))
                {
                    isuser = enCase.GetAttributeValue<bool>("mdc_reporterisnotanmicuser");
                    Console.WriteLine("Is MIC User From Case : " + isuser);
                    Console.ReadLine();
                }
 
                string contactFetch = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>
                                        <entity name='contact'>
                                        <attribute name='contactid' />
                                        <attribute name='mdc_title' />
                                        <attribute name='mdc_platform' />
                                        <attribute name='mdc_linemanageremail' />
                                        <attribute name='mdc_linemanager' />
                                        <attribute name='emailaddress1' />
                                        <attribute name='mdc_division' />
                                        <attribute name='mdc_department' />
                                        <attribute name='mdc_company' />
                                        <attribute name='mdc_asset' />
                                        <filter type='and'>
                                        <condition attribute='mdc_title' operator='not-null' />
                                        <condition attribute='contactid' operator='eq' value='" + reporteId + @"' />
                                          </filter>
                                          </entity>
                                          </fetch>";
 
                FetchExpression fetchQuery = new FetchExpression(contactFetch);
                Console.WriteLine("Get fetch : " + fetchQuery);
                EntityCollection fetchResults = _crmService.RetrieveMultiple(fetchQuery);
                if (fetchResults.Entities.Count() > 0)
                {
                   
                    foreach (Entity item in fetchResults.Entities)
                    {
                        if (item.Attributes.Contains("mdc_asset"))
                        {
                            EntityReference assetValue = item.GetAttributeValue<EntityReference>("mdc_asset");
                            aasetID = assetValue.Id;
                            Console.WriteLine("AssetValue From Fetch : " + aasetID);
                            Console.ReadLine();
                        }
                        if (item.Attributes.Contains("mdc_title"))
                        {
                            title = item["mdc_title"].ToString();
                            Console.WriteLine("title from fetch : " + title);
                            Console.ReadLine();
                        }
 
                        if (item.Attributes.Contains("mdc_division"))
                        {
                            EntityReference divisionValue = item.GetAttributeValue<EntityReference>("mdc_division");
                            divisionID = divisionValue.Id;
                            Console.WriteLine("divisionValue from fetch : " + divisionValue.Name);
                            Console.ReadLine();
                        }
                        if (item.Attributes.Contains("mdc_company"))
                        {
                            company = item["mdc_company"].ToString();
                            Console.WriteLine("Company from fetch : " + company);
                            Console.ReadLine();
                        }
 
                        if (item.Attributes.Contains("mdc_platform"))
                        {
                            EntityReference platformValue = item.GetAttributeValue<EntityReference>("mdc_platform");
                            platformID = platformValue.Id;
                            Console.WriteLine("Platform from fetch : " + platformID);
                            Console.ReadLine();
                        }
                        if (item.Attributes.Contains("mdc_department"))
                        {
                            dept = item["mdc_department"].ToString();
                            Console.WriteLine("Dept from fetch : " + dept);
                            Console.ReadLine();
                        }
                        if (item.Attributes.Contains("emailaddress1"))
                        {
                            emailaddress = item["emailaddress1"].ToString();
                            Console.WriteLine("emailaddress from fetch : " + emailaddress);
                            Console.ReadLine();
                        }
                        if (item.Attributes.Contains("mobilephone"))
                        {
                            mobilephone = item["mobilephone"].ToString();
                            Console.WriteLine("mobilephone from fetch : " + mobilephone);
                            Console.ReadLine();
                        }
                        if (item.Attributes.Contains("mdc_linemanager"))
                        {
                            lineManager = item["mdc_linemanager"].ToString();
                        }
                        if (item.Attributes.Contains("mdc_linemanageremail"))
                        {
                            lineManagerEMail = item["mdc_linemanageremail"].ToString();
                        }
 
                        Entity caseEntity = new Entity("incident");
                        if (!string.IsNullOrEmpty(emailaddress))
                            caseEntity["mdc_reporteremailaddress"] = emailaddress;
                        if (!string.IsNullOrEmpty(company))
                            caseEntity["mdc_reportercompany"] = company;
                        if (!string.IsNullOrEmpty(title))
                            caseEntity["mdc_reportertitle"] = title;
                        if (platformID != null)
                            caseEntity["mdc_platform"] = platformID;
                        if (aasetID != null)
                            caseEntity["mdc_relatedasset"] = aasetID;
                        caseEntity["incidentid"] = entityId;                        
                        _crmService.Update(caseEntity);
                        Console.WriteLine("Updated Case Record : " + caseEntity);
                        Console.ReadLine();
 }
}
Please let me know where am going wrong.
Thanks,
Jharana
  • Verified answer
    Bipin D365 Profile Picture
    28,981 Moderator on at
    RE: Get Related Record details & update in Parent Record using c# in CRM

    Glad that it worked.

    Please mark my answer verified.

  • Suggested answer
    Jharana Baliyar Singh Profile Picture
    2,665 on at
    RE: Get Related Record details & update in Parent Record using c# in CRM

    Ya its working now.

    if (platformID != null)

                               caseEntity["mdc_platform"] = new EntityReference("contact" ,platformID;

                           if (aasetID != null)

                               caseEntity["mdc_relatedasset"] =new EntityReference("contact" ,aasetID);

    caseEntity.Id = Guid.parse(entityId);

    modified with above lines.

    Thanks,

    Jharana

  • Jharana Baliyar Singh Profile Picture
    2,665 on at
    RE: Get Related Record details & update in Parent Record using c# in CRM

    Hi Bipin,

    Thnx for the reply I tried with that caseEntity.Id = Guid.parse(entityId);

    but its giving error " Incorrect type of attribute value System.Guid".

    Thanks,

    Jharana

  • Suggested answer
    Bipin D365 Profile Picture
    28,981 Moderator on at
    RE: Get Related Record details & update in Parent Record using c# in CRM

    Hi,

    Can you replace below line of code.

    FROM

    caseEntity["incidentid"] = entityId;  

    TO

    caseEntity.Id = entityId;  

    Please mark my answer verified if i were helpful

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