how can model driven app check whether the customer exists in D365 CRM ?

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Posted on by Kumar_bi

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I am creating a model driven app .

So , on addition of a new customer , i want to have a check on the D365 CRM whether the customer exists within CRM , if yes then the relevant details can be auto populated .

Can any one pls help ! Many thanks for your support .

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Luis Arellano 247 on at

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Sounds to me that you'll need to add JavaScript to your MDA form for the Customer table but for that, you'll need a unique value to retrieve the Customer.

Can you share more about your form/process?

If you have a unique "customer ID" column, you can add an even on the change of that column and trigger a JavaScript code that will query Dataverse for a customer with the same "Customer ID" and retrieve the data you want to populate in the form.

You can use Xrm.WebApi for that.
Xrm.WebApi (Client API reference) in model-driven apps - Power Apps | Microsoft Learn

That said, I am not understanding why you would want to allow the addition of a new customer record if it is already in D365 CRM.

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Kumar_bi 190 on at

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Thanks much @LuisArellano for your response .
Actually I need the customer details to be populated as those details will then be used for the calculation of quotes in my app , and some details like address and risk and premium plays major role in close the lead/opportunity .
Also, can this be done via a lookup or an API somehow if you know .
Many Thanks again,kumar

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Luis Arellano 247 on at

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Yes, it can be done it will depend on the requierement and scenarios for your validation, but can be done via JavaScript, Flow, Plugin or workflow.

Since you mentioned the close of the lead/opportunity, I think this should be a realtime validation.

If you decide to use JavaScript, you can use XrmToolBox's plugin FetchXml Builder plugin to build the query you need.

So, once you have the unique value to identify your customer you can use this WebApi query for the Account table as an example:
https://yourUrl/api/data/v9.2/accounts?$select=address1_city,address1_country,address1_county,address1_fax,address1_line1,address1_stateorprovince&$filter=accountnumber eq 'CUS1000001'

you'll have to change the name of your table and columns as needed.

Converting that webApi query to Xrm.WebApi call

Xrm.WebApi.retrieveMultipleRecords(account, "$select=address1_city,address1_country,address1_county,address1_fax,address1_line1,address1_stateorprovince&$filter=accountnumber eq 'CUS1000001'").then(successCallback, errorCallback);

In you success callback you'll get an array as a result with the retrieved data.

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