Check whether a particular account record exists or not in the CRM using Account Number

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Posted on by Community Member

Hello,

I have a requirement to check the existence of an account record in the CRM when a user enters the account number in a field. Can you please suggest a JS code for the same that should trigger on the onchange event of the field. I have tried the following code but it seems like that the basic example in SDK.REST uses record's ID to retrieve the record, but I only have the account number input by the user:

function retrieveAccountCustom() {
var AccountNumber = Xrm.Page.getAttribute("myfieldname").getValue();

//How to use accountnumber here in the SDK.REST.retrieveRecord function

var AccountId;

if (accountnumber != null){

SDK.REST.retrieveRecord(
AccountId,
"Account",
null,null,
function (account) {
writeMessage("Retrieved the account named \"" + account.Name + "\". This account was created on : \"" + account.CreatedOn + "\".");

},
errorHandler
);

}
}

Thanks!

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JohnAnonymous 5,241 on at

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If you are using CRM 2016 or later, it's better to use the new WebApi to query data.

Here's the msdn documentation on the WebApi: msdn.microsoft.com/.../gg334767.aspx and this is the paragraph where filters are explained: msdn.microsoft.com/.../gg334767.aspx

Als check out the CRM Rest builder to help you create the javascript: github.com/.../CRMRESTBuilder

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Community Member on at

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Did you try using Duplicate Detection Rules?

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Community Member on at

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Thanks!

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