Web service call from within a Record Operation class in CRM

Scott Rogers

We have a Wealth Engine webservice process that runs against a query perfectly, but when trying to launch it from a constituent record using a record operation action, when it hits the call to the webservice it just spins and never returns, errors or times out. Tried to replace the code to run a business process from the constituent record but could not pass the constituent id into the business process, only the parameter set ID. Any thoughts?

Laurie Therrien

You can do a clr edit form (have the name or lookupid on the form be read only) and then reference the cosntituent id by doing Me.ProcessContext.RecordID. Add your webservice code in the save function on the form.