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

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

Did you try using Duplicate Detection Rules?

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Community Member on at

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

Thanks!

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