Hello guys!
I have a problem and no idea how to solve it.
Actually, I have custom entity User Debt and on that entity are some fields from Account entity. One of those fields is custom field Account number that is unique number for every account record. But the problem is that on custom entity I don't have account id because data for User debt will be imported from Excel. And in Excel file will be only Account number (custom field) and not Account ID. So, from CRM perspective that unique number is nothing but every other text field on account entity.
My task is to write javascript that will be triggered when custom entity is saved, and than to find concrete account based on that account number and retrieve some informations from account.
In my previous projects I retrieved informations from another entity using XrmToolkit, actually function Retrieve, but that was based on ID of record and that was OK. Now it's another situation and I'm wondering if it's even possible to retrieve a record from another entity based on value of text field?
If anyone has any idea please help!