#dynamics crm plugins

{Dataverse} Restrict Delete of Entity Record based on Parent Field value

Requirement Permit has lookup of Permit Type. Permit Type has field “Type” with options apple, orange. Now, when Permit record is deleted you should check the value of Type in Permit Type and if it is orange then do not only allow deletion of A record. Otherwise A record shouldn’t be deleted using plugin. Plugin Code using Microsoft.Xrm.Sdk; using System; using…

{Dynamics CRM 365} OVERRIDE ‘REMOVEQUEUEITEM’ OPTION IN PICK FROM QUEUE PROCESS

Recently we had a requirement from client is to always allow Remove items from queue option even if use select No option when use pick a queue item.

To achieve this requirement write a plugin code and use below code in your plugin.

Register plugin steps on PickFromQueue message and set execution pipeline to preoperation and you are good to go.

Message – PickFromQueue Primary Entity –…

{Common Data Service} Pass shared variable to plugins execution pipeline from Organization service and WEB API

Introduction

The shared variable property allows for including data that can be passed from the API or a plug-in to a step that occurs later in the execution pipeline.

You can set a string value that will be available to plug-ins within the ExecutionContext in the SharedVariables collection.

Note :- Shared variable passed from Organization Service and WEB API will be available in both…

Dynamics CRM Monitor CDS Plugins performance

Plugin performance in Dynamics CRM can be monitor and checked to find out the issues and trends like how many times plugins executes or failed.

Run-time information about plug-ins and custom workflow extensions is captured and store in the PluginTypeStatistic Entity. These records are populated within 30 minutes to one hour after the custom code executes. This entity provides the following…

{Dynamic 365} How to check if case is created from Convert To Case from Activity entity record using plugin

While going through Dynamics CRM forum today I came across this question which is to check if case is created from Convert To Case button from Activity record (Task, Email etc.).

I wanted to explore this by myself and came across parent context property which is available under IPluginExecutionContext. More details can be found here.

To understand this I created simple plugin code and registered…

{Dynamics CRM 365} Implement Locking mechanism using C#

While working on one of the requirement where we needed to generate unique ID for the Custom Entity record. We thought of using plugin code to implement Auto number generate unique ID. However when multiple records were getting created from integrations and various sources, many duplicated IDs were getting generated.

After invetsigating further and multiple search on internet, we finally decided…

Dynamics 365 different ways of calling Azure Function from CRM plugin

In today’s past I will show you how we can call Azure function from Dynamics CRM plugin with the help of WebClient and HttpClient classes.

Lets say we have a requirement to send Lead data to Azure function for further processing. For this post data will be send as request querystring to azure function from CRM plugin. We can also use same code to send data in request body.

Plugin is registered on…

Dynamics 365 CRM Prevent Cancel Order when Cancel Date is future date

We had a requirement to prevent Cancel Order when Cancel Data on dialog is not current data and if it is a future date.

When we click on Cancel Order, we have the option to choose Cancel Date which is automatically populated by the system to system current date. Many of the users started playing around with this field and they started putting future date. That is where this requirment came up.

To…