Calling Custom Web Services Through MSCRM 3.0 Form - A way to Duplicate Detection

Here is a sample code for calling custom web services through MSCRM 3.0 Form. This sample code checks duplicate accounts during account creation or updating.
Put this java script code at OnSave event for Account Form. This code calls our duplicate detection web service at CRM server machine:

var url = “/DuplicateDetection/DuplicateDetection.asmx/CheckDuplicateAccount”;
var msg = “”;
 try
 {
    // Use xmlhttp connection to web server
    var oXmlHTTP = new ActiveXObject(“Msxml2.XMLHTTP”);    // Open connection to web service
    oXmlHTTP.Open(“POST”, url, false);    // We set a header to tell the browser we are sending posted data
    oXmlHTTP.setRequestHeader(“Content-Type”, “application/x-www-form-urlencoded”)    // Build query string based on entered values
    var qs = “name=” + document.all.name.value;   
    qs += “&objectguid=” + crmForm.ObjectId;    // Send request, passing in the request string
    oXmlHTTP.Send(qs);      var result = “”;
    // Check to see if we have a valide response
    if ((oXmlHTTP.responseXML.xml) != null && (oXmlHTTP.responseXML.xml.toString().length > 0))
    {
      // The service will return the result in a string node.
      result = oXmlHTTP.responseXML.selectSingleNode(“string”).text;
    } 
    msg = result;
 }
 catch(e)
 {
    msg = “There was an error with your submission. Please try again. Error:” + e.message;
 }  // Display our results back to the user.
 if(msg.length > 0)
  {
  alert(msg);
  }

Here is code for the web method for our duplicate detection webservice:

[WebMethod]
public string CheckDuplicateAccount(string objectguid, string name)
{
CrmService service = new CrmService();
service.Credentials = System.Net.CredentialCache.DefaultCredentials;
if(objectguid == null || objectguid == string.Empty )
{
//Code for checking account records at creation time
try
{
QueryExpression query = new QueryExpression();
query.EntityName = EntityName.account.ToString();// Create a set of columns to return.
ColumnSet cols = new ColumnSet();
cols.Attributes = new string [] {“name”};// Create the ConditionExpression.
ConditionExpression condition = new ConditionExpression();
condition.AttributeName = “name”;
condition.Values = new string[] {name};// Builds the filter based on the condition
FilterExpression filter = new FilterExpression();
filter.FilterOperator = LogicalOperator.And;
filter.Conditions = new ConditionExpression[] {condition};
query.ColumnSet = cols;
query.Criteria = filter;// Retrieve the values from Microsoft CRM.
BusinessEntityCollection retrieved = service.RetrieveMultiple(query);
if(retrieved.BusinessEntities.Length > 0 )
{
return “Duplicate record exists for : ” + name;
}else
{
return “”;
}
}
catch(System.Web.Services.Protocols.SoapException se)
{
return “ERROR: ” + se.Detail.InnerText;
}
}
else {//Code for checking account records at updation time
try{
QueryExpression query = new QueryExpression();
query.EntityName = EntityName.account.ToString();// Create a set of columns to return.
ColumnSet cols = new ColumnSet();
cols.Attributes = new string [] {“name”};// Create the ConditionExpression.
ConditionExpression condition1 = new ConditionExpression();
condition1.AttributeName = “name”;
condition1.Values = new string[] {name};
condition1.Operator = ConditionOperator.Equal;
ConditionExpression condition2 = new ConditionExpression();
condition2.AttributeName = “accountid”;
condition2.Values = new string[] {objectguid};
condition2.Operator = ConditionOperator.NotEqual;// Builds the filter based on the condition
FilterExpression filter = new FilterExpression();
filter.FilterOperator = LogicalOperator.And;
filter.Conditions = new ConditionExpression[] {condition1, ondition2};
query.ColumnSet = cols;
query.Criteria = filter;// Retrieve the values from Microsoft CRM.
BusinessEntityCollection retrieved = service.RetrieveMultiple(query);
if(retrieved.BusinessEntities.Length > 0 )
{
return “Duplicate record exists for : ” + name;
}
else
{
return “”;
}
}catch(System.Web.Services.Protocols.SoapException se)
{
return “ERROR: ” + se.Detail.InnerText;
}
}

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