Customer experience | Sales, Customer Insights,...

Retrieve Customer field data in C#

(0) Share

Report

Posted on by Anandhcrm

524

Hi,

In a custom entity im having the customer lookup field, which can have account or contact record. In C#, how to retrieve the data from this customer lookup.

All responses (4)

Answers (0)

Suggested answer

Abdul Wahab 12,070 Super User 2024 Season 1 on at

Like (0)

Report

RE: Retrieve Customer field data in C#

Hi Anandhcrm,

Yes, You are right. Here is the link for more details: Use multi-table lookup columns (Microsoft Dataverse) - Power Apps | Microsoft Learn.

If I answer your question then please mark it as verified.

Let me know if I can provide you with more details.

Thanks
Regards,

Abdul Wahab
Power Platform & Customer Engagement Developer/Lead/Solution Architecture/Project Manager
Direct/WhatsApp:+923323281237
E-mail: abdulwahabubit@outlook.com
Skype: abdul.wahabubit
Linkedin: www.linkedin.com/.../
Anandhcrm 524 on at

Like (0)

Report

RE: Retrieve Customer field data in C#

But customer lookup logical name is different when we creating rite.. so, it will be changing depends upon either account or contact record ? I am bit confusing.. can you please clarify me ?
Suggested answer

Bipin D365 28,964 Super User 2024 Season 1 on at

Like (0)

Report

RE: Retrieve Customer field data in C#

Hi,

Try below code

EntityReference customerLookup=(EntityReference)targetEntity.Attributes["lookupfieldschemaname"];

if(customerLookup.LogicalName=="account")

{

Entity accountRecord=service.Retrieve(customerLookup.LogicalName, customerLookup.Id, new ColumnSet("field1","field2");

}

else if(customerLookup.LogicalName=="contact")

{

Entity contactRecord=service.Retrieve(customerLookup.LogicalName, customerLookup.Id, new ColumnSet("field1","field2");

}
Suggested answer

Abdul Wahab 12,070 Super User 2024 Season 1 on at

Like (0)

Report
RE: Retrieve Customer field data in C#

Hi Anandhcrm,

What you are trying to write?

Plugin

Workflow extensions

Console Application

These links might be helpful:

(+) retrieving records using plugin - Microsoft Dynamics CRM Forum Community Forum

Write a plug-in (Microsoft Dataverse) - Power Apps | Microsoft Learn

If I answer your question then please mark it as verified.

Let me know if I can provide you with more details.

Thanks
Regards,

Abdul Wahab
Power Platform/Customer Engagement Developer/Lead/Solution Architecture/Project Manager
Direct/WhatsApp:+923323281237
E-mail: abdulwahabubit@outlook.com
Skype: abdul.wahabubit
Linkedin: www.linkedin.com/.../