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CRM 2011: find opportunity's potential customer is account or contact RRS feed

  • Question

  • Hi All,

    How to get the potential customer is a account or contact?


    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Thanks and Regards, Yogesh Vijay Mulay

    Tuesday, January 21, 2014 4:05 AM

All replies

  • Hi,

    I think you want to check this through workflow. If so, you could check for a required field on account and contact. Have a look at the bellow picture:


    Iranian Dynamics CRM Association | انجمن متخصصان ایرانی

    Tuesday, January 21, 2014 4:25 AM
    Moderator
  • How to check code-behind, once I retrive the record.

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Thanks and Regards, Yogesh Vijay Mulay

    Tuesday, January 21, 2014 5:38 AM
  • Hi,

    Here is something that might help

    QueryExpression qry1 = new QueryExpression();
    qry1.EntityName = "opportunity";
    qry1.ColumnSet = new ColumnSet();
    qry1.ColumnSet.AllColumns = true;
    EntityCollection tmp = _service.RetrieveMultiple(qry1);
    
    foreach (Entity opp in tmp.Entities)
    {
    	var customerId = ((EntityReference)(opp.Attributes["customerid"])).Id;
    	var customerName = ((EntityReference)(opp.Attributes["customerid"])).Name;
    	var customerType = ((EntityReference)(opp.Attributes["customerid"])).LogicalName; //EntityType (ie Account, Contact)
    }




    Eric UNG [Senior Analyst Programmer :: Sydney, Australia]

    Tuesday, January 21, 2014 6:04 AM
  • Hi,

    Use this java script for find Potential customer is account or contact.

    function Is_customer()
    {
    var val;
     var iscustomer= Xrm.Page.getAttribute("customerid");
    if(iscustomer.getValue()[0]!=null)
    {
    val=iscustomer.getValue()[0].entityType;
    }
     alert(val);
    }

    Tuesday, January 21, 2014 6:34 AM
  • Hi,

    Use this java script for find Potential customer is account or contact.

    function Is_customer()
    {
    var val;
     var iscustomer= Xrm.Page.getAttribute("customerid");
    if(iscustomer.getValue()[0]!=null)
    {
    val=iscustomer.getValue()[0].entityType;
    }
     alert(val);
    }


    Tuesday, January 21, 2014 7:42 AM