Update account record

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  It's not clear if you're using the Crm Web services to modify data in a supported way, or if you're doing unsupported direct SQL updates. If you're using the Crm Web Services, then you can only update a record via it's primary key. So, if you only know the name, you'll need a RetrieveMultiple request to get the record(s) with that name, then do the update

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  Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

  • Marked as answer by Pete Newman Friday, July 19, 2013 1:52 PM

  Monday, July 8, 2013 3:29 PM

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  Hi David

  I should have explained a bit more, I am using the CRM Web Services, rather than the unsupported direct SQL, and am very new to this sort of thing.

  In accounts , I think I'm right in thinking that the name field is the primary key for which we use a 6 digit number. Would i be right in thinking that I have to do a lookup on that field.

  I have been looking for an example of an update, but they are hard to find. In old sql it would be easy

  I am creating the account with ;

              account account = new account();
              account.name = LicenceNo.Value;
              account.new_companyname  = CompanyName.Value;
    
              account.new_software = new Picklist();
              account.new_software.Value  = Software.Value;
              account.new_state = new Picklist();
              account.new_state.Value = SoftwareStatus.Value ;
              crmService.Create(account); 

  
  

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  Dont ask me .. i dont know

  Monday, July 8, 2013 3:42 PM
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  The primary key is the accountid, which is a Guid.

  The CRM SDK has examples of using an Update; the difference from the linked code is that you'll need to get the accountid from a QueryExpression, with a ConditionExpression on the name

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  Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

  Tuesday, July 9, 2013 8:31 AM

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  Hi,

  I need help. been trying to get this resolved for ages, and am just going round in circles

      [Microsoft.SqlServer.Server.SqlProcedure]
      public static void UpdateCustomer(SqlString LicenceNo, SqlString CompanyName, SqlInt32 Software, SqlInt32 SoftwareStatus)
      {
  
  
  
  
  
          CrmAuthenticationToken token = new CrmAuthenticationToken();
          token.AuthenticationType = 0;
          token.OrganizationName = "XXXXXXXXXX";
  
          using (CrmService crmService = new CrmService())
          {
              crmService.Url = "https://xxxxxxxxxxx:xxxx/MSCRMServices/2007/CrmService.asmx";
              crmService.Credentials = new System.Net.NetworkCredential("XXXXXX", "#XXXXXX", "XXXXX");
              crmService.CrmAuthenticationTokenValue = token;
              crmService.UnsafeAuthenticatedConnectionSharing = true;
              crmService.PreAuthenticate = true;
  
  
              ColumnSet cols = new ColumnSet();
              cols.Attributes = new string [] {"name", "account_id"};
              ConditionExpression condition = new ConditionExpression();
              condition.AttributeName = "name";
              condition.Operator = ConditionOperator.Equal;
              condition.Values = new string [] {"000002"};
              FilterExpression filter = new FilterExpression();
              filter.FilterOperator = LogicalOperator.And;
              filter.Conditions = new ConditionExpression[] {condition};
              QueryExpression query = new QueryExpression();
              query.EntityName = EntityName.account.ToString();
              query.ColumnSet = cols;
              query.Criteria = filter;
  
              BusinessEntityCollection accounts = crmService.RetrieveMultiple(query);
  
       account updaterecord = new account();
              updaterecord.new_companyname = "UPDATED RECORED";
  
  
  
          }
      }

  Basicly what I'm trying to do is pass a name value and update the new_companyname with a value. I have tried hardcoding it in to try and get it working, but am in need of help
  

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  Dont ask me .. i dont know

  
  

  • Edited by Pete Newman Wednesday, July 10, 2013 4:49 PM security

  Wednesday, July 10, 2013 12:15 PM