14 Most used realtime business use case for Plugin scenario based snippets in Dataverse/ Dynamics 365
Here is a list of sample Plugin Scenarios we mostly use in real live projects
1. Automatically generate a unique account number when a new account is created.
Scenario: Automatically generate a unique account number when a new account is created.
Explanation: This plugin triggers on the creation of a new account and assigns a unique account number based on the current timestamp.
public class AccountNumberPlugin : IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{
Entity account = (Entity)context.InputParameters["Target"];
if (account.LogicalName == "account")
{
// Logic to generate unique account number
account["accountnumber"] = "ACC" + DateTime.Now.Ticks.ToString();
}
}
}
}
2. Email Validation Server Side
Scenario: Validate the email format of a contact before saving.
Explanation: This plugin checks the format of the email address of a contact. If the format is invalid, it throws an exception to prevent saving.
public class EmailValidationPlugin : IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{
Entity contact = (Entity)context.InputParameters["Target"];
if (contact.LogicalName == "contact" && contact.Attributes.Contains("emailaddress1"))
{
string email = contact["emailaddress1"].ToString();
if (!Regex.IsMatch(email, @"^[^@\s]+@[^@\s]+\.[^@\s]+$"))
{
throw new InvalidPluginExecutionException("Invalid email format.");
}
}
}
}
}
3. Opportunity Probability Update
Scenario: Update opportunity probability based on stage.
public class OpportunityProbabilityPlugin : IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{
Entity opportunity = (Entity)context.InputParameters["Target"];
if (opportunity.LogicalName == "opportunity" && opportunity.Attributes.Contains("stageid"))
{
Guid stageId = (Guid)opportunity["stageid"];
// Example mapping of stage IDs to probabilities
Dictionary<Guid, int> stageProbabilityMapping = new Dictionary<Guid, int>
{
{ new Guid("00000000-0000-0000-0000-000000000001"), 10 },
{ new Guid("00000000-0000-0000-0000-000000000002"), 30 },
{ new Guid("00000000-0000-0000-0000-000000000003"), 60 },
{ new Guid("00000000-0000-0000-0000-000000000004"), 90 }
};
if (stageProbabilityMapping.ContainsKey(stageId))
{
opportunity["closeprobability"] = stageProbabilityMapping[stageId];
}
}
}
}
}
Explanation: This plugin sets the probability of closing an opportunity based on the current sales stage.
4. Duplicate Detection
Scenario: Prevent the creation of duplicate records.
public class DuplicateDetectionPlugin : IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{
Entity entity = (Entity)context.InputParameters["Target"];
if (entity.LogicalName == "account" && entity.Attributes.Contains("name"))
{
string accountName = entity["name"].ToString();
QueryExpression query = new QueryExpression("account")
{
ColumnSet = new ColumnSet("name")
};
query.Criteria.AddCondition("name", ConditionOperator.Equal, accountName);
EntityCollection results = service.RetrieveMultiple(query);
if (results.Entities.Count > 0)
{
throw new InvalidPluginExecutionException("An account with this name already exists.");
}
}
}
}
}
Explanation: This plugin checks for existing accounts with the same name to prevent duplicates.
5. Case Escalation
Scenario: Escalate cases that have not been resolved within a certain time frame.
public class CaseEscalationPlugin : IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{
Entity caseEntity = (Entity)context.InputParameters["Target"];
if (caseEntity.LogicalName == "incident" && caseEntity.Attributes.Contains("createdon"))
{
DateTime createdOn = (DateTime)caseEntity["createdon"];
if (DateTime.UtcNow - createdOn > TimeSpan.FromDays(3))
{
caseEntity["statuscode"] = new OptionSetValue(2); // Example status for escalation
}
}
}
}
}
Explanation: This plugin escalates cases that have not been resolved within three days by changing their status.
6. Invoice Due Date Calculation
Scenario: Automatically calculate and set the due date on an invoice
public class InvoiceDueDatePlugin : IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{
Entity invoice = (Entity)context.InputParameters["Target"];
if (invoice.LogicalName == "invoice" && invoice.Attributes.Contains("createdon"))
{
DateTime createdOn = (DateTime)invoice["createdon"];
invoice["duedate"] = createdOn.AddDays(30); // Example due date of 30 days after creation
}
}
}
}
Explanation: This plugin sets the due date of an invoice to 30 days after the creation date.
7. Lead Qualification
Scenario: Automatically qualify leads based on criteria. Explanation: This plugin qualifies leads with a budget amount greater than $10,000.
public class LeadQualificationPlugin : IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{
Entity lead = (Entity)context.InputParameters["Target"];
if (lead.LogicalName == "lead" && lead.Attributes.Contains("budgetamount"))
{
Money budget = (Money)lead["budgetamount"];
if (budget.Value > 10000) // Example qualification criteria
{
lead["statecode"] = new OptionSetValue(1); // Qualified
lead["statuscode"] = new OptionSetValue(3); // Example status for qualified
}
}
}
}
}
8. Order Total Calculation
Scenario: Calculate the total amount of an order based on line items.
public class OrderTotalCalculationPlugin : IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{
Entity order = (Entity)context.InputParameters["Target"];
if (order.LogicalName == "salesorder")
{
QueryExpression query = new QueryExpression("salesorderdetail")
{
ColumnSet = new ColumnSet("extendedamount")
};
query.Criteria.AddCondition("salesorderid", ConditionOperator.Equal, order.Id);
EntityCollection orderDetails = service.RetrieveMultiple(query);
decimal totalAmount = 0;
foreach (Entity detail in orderDetails.Entities)
{
if (detail.Attributes.Contains("extendedamount"))
{
totalAmount += ((Money)detail["extendedamount"]).Value;
}
}
order["totalamount"] = new Money(totalAmount);
}
}
}
}
Explanation: This plugin calculates the total amount of an order by summing up the extended amounts of all related order details.
9. Task Creation on Case Creation
Scenario: Automatically create a follow-up task when a case is created.
public class CreateTaskOnCaseCreation : IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{
Entity caseEntity = (Entity)context.InputParameters["Target"];
if (caseEntity.LogicalName == "incident")
{
Entity task = new Entity("task");
task["subject"] = "Follow up on case: " + caseEntity["title"];
task["scheduledstart"] = DateTime.Now.AddDays(1);
task["scheduledend"] = DateTime.Now.AddDays(1);
task["regardingobjectid"] = new EntityReference("incident", caseEntity.Id);
service.Create(task);
}
}
}
}
Explanation: This plugin creates a follow-up task with a due date one day after the creation of a new case.
10. Contact Birthday Reminder
Scenario: Send a reminder email when a contact’s birthday is approaching. Explanation: This plugin sends an email reminder one week before a contact’s birthday.
public class BirthdayReminderPlugin : IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{
Entity contact = (Entity)context.InputParameters["Target"];
if (contact.LogicalName == "contact" && contact.Attributes.Contains("birthdate"))
{
DateTime birthDate = (DateTime)contact["birthdate"];
if (birthDate.Month == DateTime.Now.Month && birthDate.Day == DateTime.Now.Day + 7)
{
Entity email = new Entity("email");
email["subject"] = "Upcoming Birthday Reminder";
email["description"] = "Reminder: " + contact["fullname"] + "'s birthday is coming up in a week.";
email["to"] = new EntityCollection(new List<Entity> { new Entity("activityparty") { ["partyid"] = new EntityReference("contact", contact.Id) } });
email["from"] = new EntityCollection(new List<Entity> { new Entity("activityparty") { ["partyid"] = new EntityReference("systemuser", context.UserId) } });
service.Create(email);
}
}
}
}
}
11. Lead Scoring
Scenario: Automatically score leads based on attributes. Explanation: This plugin assigns a score to a lead based on their budget amount and industry code.
public class LeadScoringPlugin : IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{
Entity lead = (Entity)context.InputParameters["Target"];
if (lead.LogicalName == "lead")
{
int score = 0;
if (lead.Attributes.Contains("budgetamount") && ((Money)lead["budgetamount"]).Value > 5000)
{
score += 10;
}
if (lead.Attributes.Contains("industrycode") && (OptionSetValue)lead["industrycode"] == new OptionSetValue(1))
{
score += 20;
}
lead["leadscore"] = score;
}
}
}
}
Here are 20 commonly used scenario-based plugin sample codes with explanations for Dynamics 365/Dataverse that address real-time business use cases:
1. Account Number Auto-Generation
Scenario: Automatically generate a unique account number when a new account is created.
csharpCopy codepublic class AccountNumberPlugin : IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{
Entity account = (Entity)context.InputParameters["Target"];
if (account.LogicalName == "account")
{
// Logic to generate unique account number
account["accountnumber"] = "ACC" + DateTime.Now.Ticks.ToString();
}
}
}
}
Explanation: This plugin triggers on the creation of a new account and assigns a unique account number based on the current timestamp.
2. Email Validation
Scenario: Validate the email format of a contact before saving.
csharpCopy codepublic class EmailValidationPlugin : IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{
Entity contact = (Entity)context.InputParameters["Target"];
if (contact.LogicalName == "contact" && contact.Attributes.Contains("emailaddress1"))
{
string email = contact["emailaddress1"].ToString();
if (!Regex.IsMatch(email, @"^[^@\s]+@[^@\s]+\.[^@\s]+$"))
{
throw new InvalidPluginExecutionException("Invalid email format.");
}
}
}
}
}
Explanation: This plugin checks the format of the email address of a contact. If the format is invalid, it throws an exception to prevent saving.
3. Opportunity Probability Update
Scenario: Update opportunity probability based on stage.
csharpCopy codepublic class OpportunityProbabilityPlugin : IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{
Entity opportunity = (Entity)context.InputParameters["Target"];
if (opportunity.LogicalName == "opportunity" && opportunity.Attributes.Contains("stageid"))
{
Guid stageId = (Guid)opportunity["stageid"];
// Example mapping of stage IDs to probabilities
Dictionary<Guid, int> stageProbabilityMapping = new Dictionary<Guid, int>
{
{ new Guid("00000000-0000-0000-0000-000000000001"), 10 },
{ new Guid("00000000-0000-0000-0000-000000000002"), 30 },
{ new Guid("00000000-0000-0000-0000-000000000003"), 60 },
{ new Guid("00000000-0000-0000-0000-000000000004"), 90 }
};
if (stageProbabilityMapping.ContainsKey(stageId))
{
opportunity["closeprobability"] = stageProbabilityMapping[stageId];
}
}
}
}
}
Explanation: This plugin sets the probability of closing an opportunity based on the current sales stage.
4. Duplicate Detection
Scenario: Prevent the creation of duplicate records.
csharpCopy codepublic class DuplicateDetectionPlugin : IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{
Entity entity = (Entity)context.InputParameters["Target"];
if (entity.LogicalName == "account" && entity.Attributes.Contains("name"))
{
string accountName = entity["name"].ToString();
QueryExpression query = new QueryExpression("account")
{
ColumnSet = new ColumnSet("name")
};
query.Criteria.AddCondition("name", ConditionOperator.Equal, accountName);
EntityCollection results = service.RetrieveMultiple(query);
if (results.Entities.Count > 0)
{
throw new InvalidPluginExecutionException("An account with this name already exists.");
}
}
}
}
}
Explanation: This plugin checks for existing accounts with the same name to prevent duplicates.
5. Case Escalation
Scenario: Escalate cases that have not been resolved within a certain time frame.
csharpCopy codepublic class CaseEscalationPlugin : IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{
Entity caseEntity = (Entity)context.InputParameters["Target"];
if (caseEntity.LogicalName == "incident" && caseEntity.Attributes.Contains("createdon"))
{
DateTime createdOn = (DateTime)caseEntity["createdon"];
if (DateTime.UtcNow - createdOn > TimeSpan.FromDays(3))
{
caseEntity["statuscode"] = new OptionSetValue(2); // Example status for escalation
}
}
}
}
}
Explanation: This plugin escalates cases that have not been resolved within three days by changing their status.
6. Invoice Due Date Calculation
Scenario: Automatically calculate and set the due date on an invoice.
csharpCopy codepublic class InvoiceDueDatePlugin : IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{
Entity invoice = (Entity)context.InputParameters["Target"];
if (invoice.LogicalName == "invoice" && invoice.Attributes.Contains("createdon"))
{
DateTime createdOn = (DateTime)invoice["createdon"];
invoice["duedate"] = createdOn.AddDays(30); // Example due date of 30 days after creation
}
}
}
}
Explanation: This plugin sets the due date of an invoice to 30 days after the creation date.
7. Lead Qualification
Scenario: Automatically qualify leads based on criteria.
csharpCopy codepublic class LeadQualificationPlugin : IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{
Entity lead = (Entity)context.InputParameters["Target"];
if (lead.LogicalName == "lead" && lead.Attributes.Contains("budgetamount"))
{
Money budget = (Money)lead["budgetamount"];
if (budget.Value > 10000) // Example qualification criteria
{
lead["statecode"] = new OptionSetValue(1); // Qualified
lead["statuscode"] = new OptionSetValue(3); // Example status for qualified
}
}
}
}
}
Explanation: This plugin qualifies leads with a budget amount greater than $10,000.
8. Order Total Calculation
Scenario: Calculate the total amount of an order based on line items.
csharpCopy codepublic class OrderTotalCalculationPlugin : IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{
Entity order = (Entity)context.InputParameters["Target"];
if (order.LogicalName == "salesorder")
{
QueryExpression query = new QueryExpression("salesorderdetail")
{
ColumnSet = new ColumnSet("extendedamount")
};
query.Criteria.AddCondition("salesorderid", ConditionOperator.Equal, order.Id);
EntityCollection orderDetails = service.RetrieveMultiple(query);
decimal totalAmount = 0;
foreach (Entity detail in orderDetails.Entities)
{
if (detail.Attributes.Contains("extendedamount"))
{
totalAmount += ((Money)detail["extendedamount"]).Value;
}
}
order["totalamount"] = new Money(totalAmount);
}
}
}
}
Explanation: This plugin calculates the total amount of an order by summing up the extended amounts of all related order details.
9. Task Creation on Case Creation
Scenario: Automatically create a follow-up task when a case is created.
csharpCopy codepublic class CreateTaskOnCaseCreation : IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{
Entity caseEntity = (Entity)context.InputParameters["Target"];
if (caseEntity.LogicalName == "incident")
{
Entity task = new Entity("task");
task["subject"] = "Follow up on case: " + caseEntity["title"];
task["scheduledstart"] = DateTime.Now.AddDays(1);
task["scheduledend"] = DateTime.Now.AddDays(1);
task["regardingobjectid"] = new EntityReference("incident", caseEntity.Id);
service.Create(task);
}
}
}
}
Explanation: This plugin creates a follow-up task with a due date one day after the creation of a new case.
10. Contact Birthday Reminder
Scenario: Send a reminder email when a contact’s birthday is approaching.
csharpCopy codepublic class BirthdayReminderPlugin : IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{
Entity contact = (Entity)context.InputParameters["Target"];
if (contact.LogicalName == "contact" && contact.Attributes.Contains("birthdate"))
{
DateTime birthDate = (DateTime)contact["birthdate"];
if (birthDate.Month == DateTime.Now.Month && birthDate.Day == DateTime.Now.Day + 7)
{
Entity email = new Entity("email");
email["subject"] = "Upcoming Birthday Reminder";
email["description"] = "Reminder: " + contact["fullname"] + "'s birthday is coming up in a week.";
email["to"] = new EntityCollection(new List<Entity> { new Entity("activityparty") { ["partyid"] = new EntityReference("contact", contact.Id) } });
email["from"] = new EntityCollection(new List<Entity> { new Entity("activityparty") { ["partyid"] = new EntityReference("systemuser", context.UserId) } });
service.Create(email);
}
}
}
}
}
Explanation: This plugin sends an email reminder one week before a contact’s birthday.
11. Lead Scoring
Scenario: Automatically score leads based on attributes.
public class LeadScoringPlugin : IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{
Entity lead = (Entity)context.InputParameters["Target"];
if (lead.LogicalName == "lead")
{
int score = 0;
if (lead.Attributes.Contains("budgetamount") && ((Money)lead["budgetamount"]).Value > 5000)
{
score += 10;
}
if (lead.Attributes.Contains("industrycode") && (OptionSetValue)lead["industrycode"] == new OptionSetValue(1))
{
score += 20;
}
lead["leadscore"] = score;
}
}
}
}
Explanation: This plugin assigns a score to a lead based on their budget amount and industry code.
12. Update Parent Account Address
Scenario: Update parent account address when a child account’s address changes.
public class UpdateParentAccountAddress : IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{
Entity childAccount = (Entity)context.InputParameters["Target"];
if (childAccount.LogicalName == "account" && childAccount.Attributes.Contains("parentaccountid"))
{
Guid parentId = ((EntityReference)childAccount["parentaccountid"]).Id;
Entity parentAccount = new Entity("account", parentId);
if (childAccount.Attributes.Contains("address1_city"))
{
parentAccount["address1_city"] = childAccount["address1_city"];
}
if (childAccount.Attributes.Contains("address1_stateorprovince"))
{
parentAccount["address1_stateorprovince"] = childAccount["address1_stateorprovince"];
}
service.Update(parentAccount);
}
}
}
}
Explanation: This plugin updates the parent account’s address fields when the child account’s address changes.
13. Appointment Reminder
Scenario: Send an email reminder for upcoming appointments. Explanation: This plugin sends a reminder email for appointments scheduled for the next day.
public class AppointmentReminderPlugin : IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{
Entity appointment = (Entity)context.InputParameters["Target"];
if (appointment.LogicalName == "appointment" && appointment.Attributes.Contains("scheduledstart"))
{
DateTime startTime = (DateTime)appointment["scheduledstart"];
if (startTime.Date == DateTime.Today.AddDays(1))
{
Entity email = new Entity("email");
email["subject"] = "Appointment Reminder";
email["description"] = "Reminder: You have an appointment scheduled for " + startTime.ToString("f") + ".";
email["to"] = new EntityCollection(new List<Entity> { new Entity("activityparty") { ["partyid"] = new EntityReference("contact", appointment.Id) } });
email["from"] = new EntityCollection(new List<Entity> { new Entity("activityparty") { ["partyid"] = new EntityReference("systemuser", context.UserId) } });
service.Create(email);
}
}
}
}
}
14. Case Resolution
Scenario: Automatically close related tasks when a case is resolved. Explanation: This plugin closes all related tasks when a case is resolved.
public class CaseResolutionPlugin : IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
IOrganizationServiceFactory serviceFactory = (IPluginExecutionContext)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{
Entity caseEntity = (Entity)context.InputParameters["Target"];
if (caseEntity.LogicalName == "incident" && caseEntity.Attributes.Contains("statecode") && ((OptionSetValue)caseEntity["statecode"]).Value == 1)
{
QueryExpression query = new QueryExpression("task")
{
ColumnSet = new ColumnSet("activityid")
};
query.Criteria.AddCondition("regardingobjectid", ConditionOperator.Equal, caseEntity.Id);
EntityCollection tasks = service.RetrieveMultiple(query);
foreach (Entity task in tasks.Entities)
{
task["statecode"] = new OptionSetValue(1); // Completed
task["statuscode"] = new OptionSetValue(5); // Example status for completed
service.Update(task);
}
}
}
}
}
Hope it Helps.
You can enroll now !We are giving 30% discount on our Internship Program
Don’t miss the chance to participate in the upcoming Internship Program which will be done using Microsoft Dot Net Web Development Full Stack Technology. The new batch will be starting from May 20, 2024. We will have most experienced trainers for you to successfully complete the internship with live project experience.
Why to choose Our Internship Program?
Industry-Relevant Projects
Tailored Assignments: We offer projects that align with your academic background and career aspirations.
Real-World Challenges: Tackle industry-specific problems and contribute to meaningful projects that make a difference.
Professional Mentorship
Guidance from Experts: Benefit from one-on-one mentorship from seasoned professionals in your field.
Career Development Workshops: Participate in workshops that focus on resume building, interview skills, and career planning.
Networking Opportunities
Connect with Industry Leaders: Build relationships with professionals and expand your professional network.
Peer Interaction: Collaborate with fellow interns and exchange ideas, fostering a supportive and collaborative environment.
Skill Enhancement
Hands-On Experience: Gain practical skills and learn new technologies through project-based learning.
Soft Skills Development: Enhance communication, teamwork, and problem-solving skills essential for career success.
Free Demo Class Available
