Ola adriano ,
em alguns clientes que implantei eles optaram por fazer amarrações pelo telefone outros pelo CNPJ
Porem a logica é a mesma para ambos .
//DETECTAR - Dupicidade de CNPJ na Conta
function RetrieveContaCNPJDuplicado(CNPJ)
{
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\">" +
GenerateAuthenticationHeader() +
" <soap:Body>" +
" <RetrieveMultiple xmlns=\"http://schemas.microsoft.com/crm/2007/WebServices\">" +
" <query xmlns:q1=\"http://schemas.microsoft.com/crm/2006/Query\" xsi:type=\"q1:QueryExpression\">" +
" <q1:EntityName>account</q1:EntityName>" +
" <q1:ColumnSet xsi:type=\"q1:AllColumns\" />" +
" <q1:Distinct>false</q1:Distinct>" +
" <q1:Criteria>" +
" <q1:FilterOperator>And</q1:FilterOperator>" +
" <q1:Conditions>" +
" <q1:Condition>" +
" <q1:AttributeName>new_cnpj</q1:AttributeName>" +
" <q1:Operator>Equal</q1:Operator>" +
" <q1:Values>" +
" <q1:Value xsi:type=\"xsd:string\">" + CNPJ + "</q1:Value>" +
" </q1:Values>" +
" </q1:Condition>" +
" </q1:Conditions>" +
" </q1:Criteria>" +
" </query>" +
" </RetrieveMultiple>" +
" </soap:Body>" +
"</soap:Envelope>" +
"";
var xmlHttpRequest = new ActiveXObject("Msxml2.XMLHTTP");
xmlHttpRequest.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);
xmlHttpRequest.setRequestHeader("SOAPAction","http://schemas.microsoft.com/crm/2007/WebServices/RetrieveMultiple");
xmlHttpRequest.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
xmlHttpRequest.setRequestHeader("Content-Length", xml.length);
xmlHttpRequest.send(xml);
var resultXml = xmlHttpRequest.responseXML;
var entityNodes = resultXml.selectNodes("//RetrieveMultipleResult/BusinessEntities/BusinessEntity");
if (entityNodes.length == 0) return (null);
var entityNode = entityNodes[0];
var Nomenode = entityNode.selectSingleNode("q1:name");
var CNPJnode = entityNode.selectSingleNode("q1:new_cnpj");
alert( 'Já exixte uma Conta cadastrada com o CNPJ --> ' + CNPJnode.text + ' - ' + Nomenode.text );
crmForm.all.new_cnpj.DataValue = null;
return (null);
}
Só chamar a função e madar os parametros , colocar os seus campos no scripts !
funciona no CRM 2011 e CRM 4
