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How to get parent record(s) on the base of record id and entity name in Dynamics CRM?

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Hi,

I have record id and entity name. I want to get all the parent records of the record id.

Example,

Entity: contact, contactid: "8b4597d2-34c1-e711-810e-5065f38a9b90"

This contact used in 2 records of Lead.

Parent Entity: lead,

Record1:

leadid: "6d0e63ef-34c1-e711-810e-5065f38a9b91"

parentcontactid: "8b4597d2-34c1-e711-810e-5065f38a9b90"

Record2:

leadid: "178b9dc6-35c1-e711-810e-5065f38a9b99"

parentcontactid: "8b4597d2-34c1-e711-810e-5065f38a9b90"

So, in above case Lead is parent entity and I need both record of lead entity. If contact is assigned to any other entity i.e account, it must list all 3 records(2 of lead and 1 of account).

I am using HTML webresource. I can call using WebAPI.

Please suggest.

I event can't get list of entity which are in relationship with Account. Please suggest

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Aric Levin - MVP 30,190 Moderator on at

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First to clarify one thing. If you have a lookup on the lead entity to the contact entity, the parent record is the contact, and the child record is lead.

Your relationship is basically: Account -> Contact(s) -> Lead(s)

You can use a webapi to do a retrievemultiple on the contacts, and for each contact to a retrieve multiple on leads so that you get the results that you are looking.

Hope this helps.

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RaviKashyap 55,410 Moderator on at

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Hi Chhaya,

There is no straight forward way to retrieve all the related record of an entity in a signle call. You need to list out the entities which has a lookup to contact and the schema name of the lookup. As in this, you identified contact is related to lead using parentcontactid and account using primarycontactid. Similarly you need to list out all the other entities.

Once you have the list, you need to retrieve the related entity (i.e. lead, accounts...) separately using the RetrieveMultiple WEB API message.

You can refere this to find the WEb API queries-

community.dynamics.com/.../ms-crm-2016-web-api-operations-retrieve-single-or-multiple-records

Hope this helps

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Aric Levin - MVP 30,190 Moderator on at

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One more thing.

If you decide to use webapi, there are a variety of libraries that are available to simplify the webapi calling process.

You can refer to the following blog article:

www.briteglobal.com/.../dynamics-365-webapi-library-comparison

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Community Member on at

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Hi, I am already using SDKMetaData to get list of entity. I think it should provide list of entity which are in relationship whether it is in one to many or many to one. I have tried by SDK Metadata but didn't get. See screenshot in my question.

Here is good example to get list such entities but it is in C#: stackoverflow.com/.../list-entity-relationships-in-dynamics-crm-2013-2015

I need this using HTML webresource where I use API.

Can you please suggest me?

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Community Member on at

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I can perform through webapi once I know which entities are in relationship. Is there any way to get such list. i.e if I pass Account, it should provide me list of entity which are in relationship like this but in HTML:stackoverflow.com/.../list-entity-relationships-in-dynamics-crm-2013-2015

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