RetrieveMscrmRecords

Overview

Retrieves multiple CRM records. Use fields in the target entity or select fields from related entities by using many-to-one lookup attributes.

Syntax

RetrieveMscrmRecords(1, 2, 3, 4, 5)

Function Properties

Ordinal	Type		Description
1	string	Required	Name of Dynamics CRM entity from which to retrieve records
2	string	Required	A comma-separated list of fields to retrieve
3	string	Required	Field name to check value
4	string	Required	Operator to check value
5	string	Required	Value to check

Usage

Select the name of the parent account by including parentaccount.id name in the list of fields. You can also filter on Many:1 lookup attributes by using the same nomenclature. To retrieve accounts where the parent account's name is Example.com, include 'parentaccountid.name','=','Example.com' in your filters. All values regularly retrieved in Fetch XML queries are returned. If parentaccount.id is one of the fields to be returned, the results will have columns parentaccountid, parentaccountid.name, and parentaccountid.type.

%%[
/* Sample Code - this retrieves all contacts where the first name is John */
var @records_retrieved, @counter, @firstname, @lastname, @id
set @records_retrieved = retrievemscrmrecords('contact', 'contactid,firstname,lastname', 'firstname', '=', 'john')
]%%
<p>Contacts:</p><br><br>
%%[
for @counter = 1 to rowcount(@records_retrieved) do
set @firstname = field(row(@records_retrieved,@counter),'firstname')
set @lastname = field(row(@records_retrieved,@counter),'lastname')
set @id = field(row(@records_retrieved,@counter),'contactid')
]%%
<p>First: &amp;nbsp; &amp;nbsp; %%=v(@firstname)=%% </p>
<p>Last: &amp;nbsp; &amp;nbsp; %%=v(@lastname)=%% </p>
<p>Id: &amp;nbsp; &amp;nbsp; %%=v(@id)=%% </p>  <br><br>
%%[next @counter ]%%