Dynamics 365





Showing posts with label CRM. Show all posts
Showing posts with label CRM. Show all posts

Thursday, July 23, 2020

Dynamics 365 - condition to check owner is team or user while send email

In dynamics 365 while sending emails on assigning Case or any other entity record  Required to send an email to user. here We may assign case to team initially and then to user manually . CRM may not send email to team . It can send email to user., so in work flow we need to check for the whether owner is team or user .

we can check using below condition as shown in below figure.




Monday, November 4, 2013

Close quote Plugin code in c#.net

Close quote Plugin code in c#.net

Below code to achieve logic 
  using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Crm.Sdk.Messages;
namespace CloseQuote
{
    public class PluginCloseQuote:IPlugin
    {
        public void Execute(IServiceProvider serviceProvider)
        {
            IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
            try
            {
                // Plugin to close the quote
                if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity && context.Depth<2)
                {
                    Entity entity = context.InputParameters["Target"] as Entity;

                    IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
                    IOrganizationService service = ((IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory))).CreateOrganizationService(new Guid?(context.UserId));


                    OrganizationServiceContext orgContext = new OrganizationServiceContext(service);
                    Entity postImageEntity = (context.PostEntityImages != null && context.PostEntityImages.Contains("PostImage")) ? context.PostEntityImages["PostImage"] : null;
                  
                    if (postImageEntity.GetAttributeValue<bool>("pmax_isclosequote"))
                    {
                     
                        if (((OptionSetValue)postImageEntity.Attributes["statecode"]).Value == 0)
                        {
                            //method to Activate quote
                            SetEntityStatus(service, entity.Id, "quote");

                        }
                       
                        //method to close quote
                        CloseQuoteRequest req = new CloseQuoteRequest();
                        Entity quoteClose = new Entity("quoteclose");
                        quoteClose.Attributes.Add("quoteid", new EntityReference("quote", entity.Id));
                        quoteClose.Attributes.Add("subject", "Customer was mean so we just closed it.");
                        req.QuoteClose = quoteClose;
                        req.RequestName = "CloseQuote";
                        OptionSetValue o = new OptionSetValue();
                        o.Value = 5;
                        req.Status = o;
                       
                        CloseQuoteResponse resp = (CloseQuoteResponse)service.Execute(req);
                    }
                    else if (postImageEntity.GetAttributeValue<bool>("pmax_isactivatequote"))
                    {
                        if (((OptionSetValue)postImageEntity.Attributes["statecode"]).Value == 0)
                        {
                            //method to Activate quote
                            SetEntityStatus(service, entity.Id, "quote");

                        }
                    }
                }
            }
            catch (Exception ex)
            {
                throw new InvalidPluginExecutionException(
                   "An error occurred in the CloseQuote.PluginCloseQuote Plug-in" + ex.Message, ex);
            }
        }
        //activate the quote
        private void SetEntityStatus(IOrganizationService service, Guid recordGUID, string entityName)
        {

            SetStateRequest setState = new SetStateRequest();

            setState.EntityMoniker = new EntityReference();

            //Pass GUID of the record to be activated or Deactivated

            setState.EntityMoniker.Id = recordGUID;

            setState.EntityMoniker.Name = entityName;

            setState.EntityMoniker.LogicalName = entityName;

            //Setting ‘State’ i.e., (0 – Active ; 1 – InActive)

            setState.State = new OptionSetValue();

            setState.State.Value = 1;

            //Setting ‘Status’ i.e., (1 – Active ; 2 – InActive)

            setState.Status = new OptionSetValue();

            setState.Status.Value = 3;

            SetStateResponse setStateResponse = (SetStateResponse)service.Execute(setState);

        }
        private void SetEntityStatusActive(IOrganizationService service, Guid recordGUID, string entityName)
        {

            SetStateRequest setState = new SetStateRequest();

            setState.EntityMoniker = new EntityReference();

            //Pass GUID of the record to be activated or Deactivated

            setState.EntityMoniker.Id = recordGUID;

            setState.EntityMoniker.Name = entityName;

            setState.EntityMoniker.LogicalName = entityName;

            //Setting ‘State’ i.e., (0 – Active ; 1 – InActive)

            setState.State = new OptionSetValue();

            setState.State.Value = 3;

            //Setting ‘Status’ i.e., (1 – Active ; 2 – InActive)

            setState.Status = new OptionSetValue();

            setState.Status.Value = 5;

            SetStateResponse setStateResponse = (SetStateResponse)service.Execute(setState);

        }
        private SetStateRequest inactiveSuspect(Entity entSuspect)
        {
            //to set prospect record inactive
            //WinOpportunityRequest

           
            SetStateRequest setState = new SetStateRequest();

            setState.EntityMoniker = new EntityReference();

            //Pass GUID of the record to be activated or Deactivated

            setState.EntityMoniker.Id = entSuspect.Id;

            setState.EntityMoniker.Name = "quote";

            setState.EntityMoniker.LogicalName = entSuspect.LogicalName;

            //Setting ‘State’ i.e., (0 – Active ; 1 – InActive)

            setState.State = new OptionSetValue();

            setState.State.Value = 0;

            //Setting ‘Status’ i.e., (1 – Active ; 2 – InActive)

            setState.Status = new OptionSetValue();

            setState.Status.Value = 1;


            return setState;
            //
        }
    }
}