I have a requirement- When entering a record like contact, I need to check if there is already a contact with same information(Name, Date of Birth, etc..) available. I thought of 2 options below: 1. If I implement a pre-callout to check for the existing contact. If a contact already exists, then popup a dialog box or window displaying a matching record. OR 2. If I put a button on the contact form. On click of this button I would make a call to web application and search for duplicates Please suggest me the best way to achieve this functionality. -- romeo!!
The way we accomlished duplicate checking was to write a custom web service that accesses the crm web services, then access the custom web service on the onsave event of the contact. The reason we chose the custom web service route is because the callout requires much more work if the fields used for duplicate detection are changed. By using Javascript on the form and writing a generic web service, any changes to the fields used for duplicate detection can be deployed with a publish of the contact entity. -- Richard Riddle CRM Developer Autonomix "romeo" wrote: > I have a requirement- > When entering a record like contact, I need to check if there is already > a contact with same information(Name, Date of Birth, etc..) available. I > thought of 2 options below: > 1. If I implement a pre-callout to check for the existing contact. If a > contact already exists, then popup a dialog box or window displaying a > matching record. > OR > 2. If I put a button on the contact form. On click of this button I would > make a call to web application and search for duplicates > > Please suggest me the best way to achieve this functionality. > > -- > romeo!!
Do u have the code which custom calls web service from javascript( MS CRM 3.0)? And/OR any code which makes calls to CRM Web service from javascript? because I have a code which only makes basic call to CRM web service from javascript to get systemuerid. I need to make a calls to a custom entity using CRM Web service and get data based on some conditions, i also want to filter data. -- romeo!! "Richard Riddle" wrote: > The way we accomlished duplicate checking was to write a custom web service > that accesses the crm web services, then access the custom web service on the > onsave event of the contact. > > The reason we chose the custom web service route is because the callout > requires much more work if the fields used for duplicate detection are > changed. By using Javascript on the form and writing a generic web service, > any changes to the fields used for duplicate detection can be deployed with a > publish of the contact entity. > > -- > Richard Riddle > CRM Developer > Autonomix > > > "romeo" wrote: > > > I have a requirement- > > When entering a record like contact, I need to check if there is already > > a contact with same information(Name, Date of Birth, etc..) available. I > > thought of 2 options below: > > 1. If I implement a pre-callout to check for the existing contact. If a > > contact already exists, then popup a dialog box or window displaying a > > matching record. > > OR > > 2. If I put a button on the contact form. On click of this button I would > > make a call to web application and search for duplicates > > > > Please suggest me the best way to achieve this functionality. > > > > -- > > romeo!!
Using CRM web services in client-side JavaScript (CRM 3.0): http://www.stunnware.com/crm2/topic.aspx?id=JSWebService Using CRM web services in client-side JavaScript (CRM 4.0): http://www.stunnware.com/crm2/topic.aspx?id=JSWebService2 -- Michael Höhne, Microsoft Dynamics CRM MVP CRM Blog: http://www.stunnware.com/?area=blog "romeo" wrote in message news:2E714C28-46DD-4752-956A-92B515E0D598@microsoft.com... > Do u have the code which custom calls web service from javascript( MS CRM > 3.0)? > And/OR any code which makes calls to CRM Web service from javascript? > > because I have a code which only makes basic call to CRM web service from > javascript to get systemuerid. I need to make a calls to a custom entity > using CRM Web service and get data based on some conditions, i also want > to > filter data. > > -- > romeo!! > > > "Richard Riddle" wrote: > >> The way we accomlished duplicate checking was to write a custom web >> service >> that accesses the crm web services, then access the custom web service on >> the >> onsave event of the contact. >> >> The reason we chose the custom web service route is because the callout >> requires much more work if the fields used for duplicate detection are >> changed. By using Javascript on the form and writing a generic web >> service, >> any changes to the fields used for duplicate detection can be deployed >> with a >> publish of the contact entity. >> >> -- >> Richard Riddle >> CRM Developer >> Autonomix >> >> >> "romeo" wrote: >> >> > I have a requirement- >> > When entering a record like contact, I need to check if there is >> > already >> > a contact with same information(Name, Date of Birth, etc..) available. >> > I >> > thought of 2 options below: >> > 1. If I implement a pre-callout to check for the existing contact. If >> > a >> > contact already exists, then popup a dialog box or window displaying a >> > matching record. >> > OR >> > 2. If I put a button on the contact form. On click of this button I >> > would >> > make a call to web application and search for duplicates >> > >> > Please suggest me the best way to achieve this functionality. >> > >> > -- >> > romeo!!
you can achive this thru Jscript in OnSave . Contact me in mscrmguru@hotmail.com url:http://www.ureader.com/msg/12675782.aspx
