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

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  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:

  

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  Iranian Dynamics CRM Association | انجمن متخصصان ایرانی

  Tuesday, January 21, 2014 4:25 AM

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  How to check code-behind, once I retrive the record.

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  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
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  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)
  }

  
  
  
  

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

  • Proposed as answer by Payman BiukaghazadehEditor Thursday, February 13, 2014 2:28 PM

  Tuesday, January 21, 2014 6:04 AM
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  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
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  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