Today I am going to show one interesting thing that i have recently done in MSCRM. Hope it will help someone in any scenario.
Recently I got one requirement to call one of the web service (Search API), which will return number of Customer records stored in other Database(Not in MSCRM DB) based on some input like Name, Email ID, Mobile No, Head of Family, State etc.
Then Select only one record(actual record) from the number of records and create Contact of the same in MSCRM.
Visual Representation of Requirement :
Implementation in MSCRM:
We should use grid inside Contact form which will contain Fields to take Input Search Parameter and Grid to show searched record provided by \’Search API\’.
Show Aspx Page inside MSCRM Contact form would be the best approach to do this task.Do you have any other optimize approach for the same it would be welcomed
WHY this Approach ?
We cannot do this task using MSCRM itself. Since to show searched record coming from API, we need to store in MSCRM DB first without storing in DB it is not possible to show in MSCRM platform either in Sub Grid or in Grid. Because both itself a Entity in MSCRM.
Data coming from API might contains multiple records for entered Input parameter, some of records might be useless. For Example – i have searched \’Arpit\’ as name. \’email@example.com\’ as EmailID, \’8787874785\’ as Mobile No etc, it might possible API return 5 records for the same. but among 5 record only 1 record is mine and rest of records are useless, so there is no need to keep these record in MSCRM DB
Step 1: Create I Frame in Contact Form. Host C# Web Application in IIS and give URL inside I Frame.Make sure \’Restrict Cross-Form Scripting\’ must be unchecked to avoid aspx page redirect to another window as shown below:
Step 2: Click on Search Button from Ribbon, aspx Grid inside I Frame will get highlighted. Type Input Parameter to search Customer Record
Step 3: Select Customer Record
Step 4: Create Contact of selected Record
Cheersssssssss 🙂 🙂
Published by arpitpowerguide
My name is Arpit Shrivastava, who is a Microsoft MVP in the Business Applications category. I am a Microsoft Dynamics 365 and Power Platform enthusiast person who is having a passion for researching and learning new things and acquiring immense knowledge. I am providing consistent help, support, and sharing my knowledge through various Social Media Channels along with my Personal Blog, Microsoft Community, conducting online training and attending various 365 Saturday Events worldwide and sharing the best Solutions to the readers helping them achieve their goals and objectives in Customer Relationship Space.
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