JScript Code in Dynamics CRM to show a Contact’s Parent Account Name on a Case

For a customer, we needed to show the Contact’s Parent Account (parentcustomerid in CRM) name on the Case form.  Ideally a mapping could be used based on the relationship of a Contact to a Case, but that does not work, at least not in CRM 4.
So, after searching the blogosphere, I used info from these two links to accomplish what we needed:

• CRMService.Retrieve Method using JScript (MSDN article)
• Richard Knudson's Dynamics CRM Trick Bag - Useful Dynamics CRM Form Scripts #3

A quick aside – Richard Knudson’s blog is great!
To do this fix, follow these steps:

1. In the Case entity, add a new Attribute called Related Account (or similar).  Be sure to note the Name (case_relatedaccount in this case) as this is used in the JScript.

1. Save and Close this, and add the attribute to the Case form.

1. While still on the Form, double-click the Customer field to open its details.
2. On the Events tab, edit the OnChange event and insert this code:

//check to see that the customer is a contact, not account
if (crmForm.all.customerid.DataValue[0].typename = 'contact')
{
// Prepare variables for a contact to retrieve.
// Get the contact GUID
var contactid = crmForm.all.customerid.DataValue[0].id;
var authenticationHeader = GenerateAuthenticationHeader();
// Prepare the SOAP message.
var xml = "<?xml version='1.0' encoding='utf-8'?>"+
"<soap:Envelope xmlns:soap='http://schemas.xmlsoap.org/soap/envelope/'"+ " xmlns:xsi='http://www.w3.org/2001/XMLSchema-instance'"+ " xmlns:xsd='http://www.w3.org/2001/XMLSchema'>"+
authenticationHeader+
"<soap:Body>"+
"<Retrieve xmlns='http://schemas.microsoft.com/crm/2007/WebServices'>"+
"<entityName>contact</entityName>"+
"<id>"+contactid+"</id>"+
"<columnSet xmlns:q1='http://schemas.microsoft.com/crm/2006/Query' xsi:type='q1:ColumnSet'>"+
"<q1:Attributes>"+
"<q1:Attribute>parentcustomerid</q1:Attribute>"+
"</q1:Attributes>"+
"</columnSet>"+
"</Retrieve>"+
"</soap:Body>"+
"</soap:Envelope>";
// Prepare the xmlHttpObject and send the request.
var xHReq = new ActiveXObject("Msxml2.XMLHTTP");
xHReq.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);
xHReq.setRequestHeader("SOAPAction","http://schemas.microsoft.com/crm/2007/WebServices/Retrieve"); xHReq.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
xHReq.setRequestHeader("Content-Length", xml.length);
xHReq.send(xml);
// Capture the result.
var resultXml = xHReq.responseXML;
// Check for errors.
var errorCount = resultXml.selectNodes('//error').length;
if (errorCount != 0)
{
var msg = resultXml.selectSingleNode('//description').nodeTypedValue;
// alert(msg);
}
// Display the retrieved value.
else
{
//alert(resultXml.selectSingleNode("//q1:parentcustomerid").nodeTypedValue);
// this returns the Parent Account GUID
var accountid = resultXml.selectSingleNode("//q1:parentcustomerid").nodeTypedValue;
// }
//now get the account name using the accountid from above
// Prepare the SOAP message.
var xml = "<?xml version='1.0' encoding='utf-8'?>"+
"<soap:Envelope xmlns:soap='http://schemas.xmlsoap.org/soap/envelope/'"+ " xmlns:xsi='http://www.w3.org/2001/XMLSchema-instance'"+ " xmlns:xsd='http://www.w3.org/2001/XMLSchema'>"+
authenticationHeader+
"<soap:Body>"+
"<Retrieve xmlns='http://schemas.microsoft.com/crm/2007/WebServices'>"+
"<entityName>account</entityName>"+
"<id>"+accountid+"</id>"+
"<columnSet xmlns:q1='http://schemas.microsoft.com/crm/2006/Query' xsi:type='q1:ColumnSet'>"+
"<q1:Attributes>"+
"<q1:Attribute>name</q1:Attribute>"+
"</q1:Attributes>"+
"</columnSet>"+
"</Retrieve>"+
"</soap:Body>"+
"</soap:Envelope>";
// Prepare the xmlHttpObject and send the request.
var xHReq = new ActiveXObject("Msxml2.XMLHTTP");
xHReq.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);
xHReq.setRequestHeader("SOAPAction","http://schemas.microsoft.com/crm/2007/WebServices/Retrieve"); xHReq.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
xHReq.setRequestHeader("Content-Length", xml.length);
xHReq.send(xml);
// Capture the result.
var resultXml = xHReq.responseXML;
// Check for errors.
var errorCount = resultXml.selectNodes('//error').length;
if (errorCount != 0)
{
var msg = resultXml.selectSingleNode('//description').nodeTypedValue;
// alert(msg);
}
// Display the retrieved value.
else
{
//alert(resultXml.selectSingleNode("//q1:name").nodeTypedValue);
//var accountid = resultXml.selectSingleNode("//q1:parentcustomerid").nodeTypedValue;
// set the related account value
crmForm.all.case_relatedaccount.DataValue = resultXml.selectSingleNode("//q1:name").nodeTypedValue;
}
// close the else from getting the parentcustomerid
}
// close the main if statement when checking for typename
}

Save the changes and publish and test!  It should fill in the Related Account field with the contact’s parent customer name.
I still need to implement some more checking on things, but it does work as intended.