.Net'ers

Be sure to read the comments in the Javascript – I have a lot of explanations about the oData query in the comments. If you don’t read those, you’ll miss important stuff. Also, remember, this is just a quick intro. Be sure to read the oData URI Conventions to learn more about some of the various query options, too!

I’ve made the solution available for download, but if you want to create the customizations manually, the steps are below.

1. Create a solution
2. On the account entity, create the following custom attributes:
   1. new_MostRecentEmail
   2. new_MostRecentFullName
   3. new_MostRecentPhone
   4. new_MostRecentTitle
   5. new_SupportEmail
   6. new_SupportFullName
   7. new_SupportPhone
   8. new_SupportTitle
3. On the contact entity create the following custom attribute:
   1. new_IsSupportContact
4. Add two script web resources
   1. Create one and add jQuery (you can download jQuery here) for the code
   2. Create a second resource and add the javascript code further down
5. Modify the account form to look like the picture above using the fields created above. Make the added fields read-only.
6. On the account form, add both script resources.
7. On the form properties, for the form OnLoad event, specify the “onLoad” function in the second script resource you created.
8. Create a test account and a test contact. Designate one or more contacts as “Is Support Contact”.
9. Publish your customizations and try it out.

var xp = Xrm.Page;

function onLoad(context) {
    var accountId = xp.data.entity.getId();

    /*  This is the heart of using oData. This is where the query is defined.
        It has very SQL-like syntax although instead of a "where" clause it
        uses "filter". Also, the comparison operators or different. 'eq' instead
        of '=', 'gt' instead of '>", etc. 

        I'm using the oData select keyword to select the four columns I'm interested in.
        Next, I'm using the "top" construct to return a single record.
        After the top is the "orderby" which sorts on "CreatedOn" descending
        so the most recent created record is first. Between the top 1 filter and
        the sort of ModifiedOn descending, the record we want is returned.

        Also note that the ParentCustomerId is a complex type, so you have to
        specify 'ParentCustomerId/Id' to navigate from the ParentCustomerId
        to it's child property 'Id' to get to the actual value.*/
        var mostRecentQuery = "/XRMServices/2011/organizationData.svc/ContactSet?$select=FullName,JobTitle,EMailAddress1,Telephone1&$top=1&$orderby=CreatedOn desc&$filter=ParentCustomerId/Id eq guid'" + accountId + "'";
    getContact(mostRecentQuery, "MostRecent");

    var supportContactQuery = "/XRMServices/2011/organizationData.svc/ContactSet?$select=FullName,JobTitle,EMailAddress1,Telephone1&$filter=new_IsSupportContact eq true";
    getContact(supportContactQuery, "SupportContact");
}

function getContact(oDataQuery, queryName) {
    try {
            var serverUrl;
             /* This is the heart and soul of the whole thing - the actual oData call. */
            serverUrl = Xrm.Page.context.getServerUrl() + oDataQuery;
            var request = new XMLHttpRequest();
            request.open("GET", serverUrl, true);
            request.setRequestHeader("Accept", "application/json");
            request.setRequestHeader("Content-Type", "application/json; charset=utf-8");
            /* Next, we specify the function that we want called when the XMLHttpRequest state
               changes. This will get called on each state change. */
            request.onreadystatechange = function () {
                requestComplete(request, queryName);
            }
            request.send();
    } catch (e) {
        // You probably want to do something other than an alert here.
        alert(e.Description);
    }
}

function requestComplete(request, queryName) {
    /*  A request.readyState of 4 means the request is complete. If
        it's complete and the status is 200 (OK), then we can assign the results
        of the call to our controls on the form.*/
    if (request.readyState == 4 && request.status == 200) {
        // debugger;
        var json = $.parseJSON(request.responseText);
        if ( (json != undefined) && (json.d != undefined) && (json.d.results != undefined) && (json.d.results[0] != null) ) {
            json = json.d.results[0];
            // Note that the way things are set up, it's possible to have more
            // than one "Support Contact" returned but I'm hard coding the results
            // to return the first contact only.
            if (queryName == "MostRecent") {
                xp.getAttribute("new_mostrecentfullname").setValue(json.FullName);
                xp.getAttribute("new_mostrecentphone").setValue(json.Telephone1);
                xp.getAttribute("new_mostrecentemail").setValue(json.EMailAddress1);
                xp.getAttribute("new_mostrecenttitle").setValue(json.JobTitle);
                // As an aside (the field below doesn't exist), when placing values
                // into a numeric field, you will need to use the javascript
                // function parseFloat to prevent CRM type errors.
                //xp.getAttribute("new_numericrank").setValue(parseFloat(json.new_NumericRank));
            } else if (queryName == "SupportContact") {
                xp.getAttribute("new_supportfullname").setValue(json.FullName);
                xp.getAttribute("new_supportphone").setValue(json.Telephone1);
                xp.getAttribute("new_supportemail").setValue(json.EMailAddress1);
                xp.getAttribute("new_supporttitle").setValue(json.JobTitle);
            }
        }
    }
}

P.S. – I noticed right before I posted that the “Is Support Contact Query” doesn’t filter by account, so the same contact will appear regardless of what account you’re looking at. Consider it an exercise for the reader to add that filter.