Developing Plug-ins for CRM 4.0

MSDN Blog Postings » Developing Plug-ins for CRM 4.0

MSDN Blog Postings » Developing Plug-ins for CRM 4.0 — Fri, 07 Mar 2008 20:25:41 GMT

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re: Developing Plug-ins for CRM 4.0

Philippe — Sat, 08 Mar 2008 15:58:06 GMT

What message do i use if i want to execute my plugin when an associated entity (in case of N-N relationship) is added. The update message does not work on this one.

thanx

re: Developing Plug-ins for CRM 4.0

Ajith Gande — Tue, 11 Mar 2008 01:45:18 GMT

AssociateEntities Message is used to associate 2 entities when a N-M relationship is created on them. This message is not Valid for Plugins. So you cannot catch this event in the Parent pipeline.

Since the intermediate object that gets creates is not a first class entity in CRM, you cannot register Create Message on them.

Sorry, you cannot catch the operation for those reasons.

re: Developing Plug-ins for CRM 4.0

Ajith Gande — Tue, 11 Mar 2008 01:47:08 GMT

Associate Entities Message is not valid for Plugins. Update will not catch the Event when the entities are associated. So Plugins cannot be used for catching this operation in CRM.

re: Developing Plug-ins for CRM 4.0

mthulisi — Mon, 17 Mar 2008 11:03:10 GMT

I want to write a plugin that fires when a new quote is created.The plugin is supposed to run through a piece of code and then return with a qoute number from a folder in the file server.The quote number is supposed to update the quote number field.Previously in CRM 3 we were using Xml to do this.How can i do it in CRM 4.0?

re: Developing Plug-ins for CRM 4.0

Ajith Gande — Wed, 19 Mar 2008 22:22:53 GMT

In CRM 4.0 the Xml is in the form of a DynamicEntity just like the quotedetail entity. You need to update the DyanamicEntity to achieve this functionality.

Context.InputParameters is a property bag that has the input request. Get the DynamicEntity from it as mentioned in the Blog and the samples. After that update the dynamic entity in PreCallout.

Thanks

Ajith

re: Developing Plug-ins for CRM 4.0

mthulisi — Thu, 10 Apr 2008 12:59:24 GMT

How do you make web service calls to CRM when you register a plugin in a child pipeline?All i want to do is to retrieve the user details from CRM.

Thanks

Mthulisi

re: Developing Plug-ins for CRM 4.0

Kristoffer — Thu, 10 Apr 2008 18:23:54 GMT

Hi.

I have a plugin that sets the email.to property to a certain address if you have set a ‘send as SMS’-flag on the form. Which messages do I need to register the plugin on to cover all send email scenarios? I have manage to get it to work on ‘normal send’ but not on quick campaign email sends… Right now it’s registered on the post create email. If I get it to work I promise to share the code 

Regards

/Kristoffer

re: Developing Plug-ins for CRM 4.0

Ajith — Thu, 10 Apr 2008 19:17:00 GMT

We do not recommend contatcing CRM in Child pipeline but if it is a must you can do using the code i mentioned in the PluginHelper.cs in the download. (Create your own proxy)

LogContextToCRM plugin demontrates the feature.

Thanks

Ajith

re: Developing Plug-ins for CRM 4.0

SyraJohn — Mon, 14 Apr 2008 17:29:48 GMT

I'm writing my first plug-in for CRM 4.0. I'm trying to target the Account class and I'm attempting to update the AccountNumber property. I've followed the SDK sample code and I'm making sure that the context's Target property is an Account (entity.Name = EntityName.account.ToString).

Can I update the property of the context's target or do I have to use ICrmService to retrieve an account object?

Would this code work (entity is a local DynamicEntity and set to the context's Target property) :

If entity.Properties.Contains("accountnumber") Then entity.Properties("accountnumber") = "ALFKI"

I've used the PlugIn Registration Tool and my plugin shows up in the tool. However, I'm not getting any feedback and it's not working. I've tried registering it to Pre Stage and Post Stage but neither results in the AccountNumber field getting set to the value in my code.

Any thoughts or links are appreciated. I'm not sure how to debug this code.

re: Developing Plug-ins for CRM 4.0

AD — Wed, 16 Apr 2008 13:13:27 GMT

Hey,

I am developing a plugin that will trigger on the setstateDynamicentity. How can I get the entity ID.

the target parameter does not seem to work???

re: Developing Plug-ins for CRM 4.0

emily — Fri, 18 Apr 2008 22:14:30 GMT

does anyone know how to insert a 'group' into the cc' field, when mass emailing?

re: Developing Plug-ins for CRM 4.0

Rich — Sat, 19 Apr 2008 03:40:13 GMT

I am trying to re-use some 3.0 code where I got the pre and post XML. I thought using the preimage and postimage would get me that but it is empty. I used your tool to register the plug in and I see all of the existing properties in the target part of the inputparamters. Am I out of luck????

Thanks,

Rich

re: Developing Plug-ins for CRM 4.0

Ajith Gande — Tue, 22 Apr 2008 23:14:45 GMT

Look at the PluginHelper.cs which has the deatils on getting the entity id.

Thanks

Ajith

re: Developing Plug-ins for CRM 4.0

Ajith Gande — Tue, 22 Apr 2008 23:21:14 GMT

Regarding Setting the AccoutnNumber. Register the Plugin on PreCreate. Now get the InputParameters Property bag and update the account number. If you created the account without AccountNumber then you need to add the AccountNumber to the property bag. Once you update the InputParamters it would be created.

DynamicEntity accountEntity = (DynamicEntity)context.InutParamters["Target"];

accoutnEntity.Properties.Add(new CrmNumber("accountnumber",1));

Try using the new_PluginContext and LogPluginContext plugin to know what is being passed in the plugin.

Thanks

Ajith

re: Developing Plug-ins for CRM 4.0

Ajith Gande — Tue, 22 Apr 2008 23:22:28 GMT

In CRM 4.0 , you need to use Context.PreImages and Context.PostImages property bags. They have Images that registred as. Look at the samples in the download

Thanks

Ajith

re: Developing Plug-ins for CRM 4.0

Nick — Tue, 29 Apr 2008 20:47:20 GMT

Thanks Ajith, your plugin samples were very helpful and answered my questions perfectly!

Keep up the good work!

re: Developing Plug-ins for CRM 4.0

vinaykotagiri — Fri, 02 May 2008 22:14:49 GMT

I have a Custom Entity in CRM 4.0 named abc_MarketingDownload.

Can i create a Plug-in on Post Create Message for this Custom Entity.

Thanks

vinay

re: Developing Plug-ins for CRM 4.0

Ajith — Sat, 03 May 2008 23:16:55 GMT

Viney

yes you could create Post Create on this entity. Plugin Registration tool shall list this custom entity in the Primary Entity List on the step registration form.

Thanks

Ajith

re: Email Send message

Ben — Thu, 22 May 2008 12:46:00 GMT

- Kristoffer,

Have you tried using the email 'Send' message.

I've used it to modify an email just prior to it being sent from CRM and it works fine, although I'm having problems using it on emails generated from a campaign activity, so if anyone has any suggestions...

Thanks,

Ben.

re: Email Send message

AjithG — Thu, 19 Jun 2008 23:43:13 GMT

Hi Ben/ Kristoffer

You can listen to the calls made by CampaignActivity by listening to the Child Pipeline of Email Create. Well, you might not be interested in the Create since you want to do special logic only on the Send. Since Campaign activity creates these e-mails, you can check for the parentContext.MessageName =ProcessOneMemberBulkOperation and then process the business logic on the e-mail being created.

You can always hook up same logic to Send so that it is covered when people update the e-mail and click Send from the UI.

re: Developing Plug-ins for CRM 4.0

Ludi — Wed, 30 Jul 2008 11:10:05 GMT

How can a plugin to execute in within the CRM database transaction,for example,when create a account i need to check SAP ERP if this account have already exist.if not,cancel the create.

thanks!

re: Developing Plug-ins for CRM 4.0

Chandima — Fri, 10 Oct 2008 14:51:00 GMT

Hi Ajith ,

I am developing a plugin to change the Status of Opportunity entity once it converts to the Quote entity.

I found that plugin doesn't fire when I register it on Post OnCreate method of the Quote.

Simply I want to chnge the statuscode to "Quoted" of Opportunity when it creates Quote.

Could you help please....

Developing Plug-ins for CRM 4.0

Blog di Giorgio Garcia-Agreda — Sat, 15 Nov 2008 14:27:17 GMT

Developing Plug-ins for CRM 4.0

re: Developing Plug-ins for CRM 4.0

Robert — Sat, 22 Nov 2008 20:55:46 GMT

i am trying to develop a plugin that updates an account. The issue is I also have a retrieve and a field is being updated in the retrieve. Is there any way i can know where the call came from... ie if its a true retrieve ie opening a form or from an update?

re: Developing Plug-ins for CRM 4.0

Pradeep — Wed, 01 Apr 2009 11:29:34 GMT

How to abort the Plug-In Execution in middle?

re: Developing Plug-ins for CRM 4.0

Rudy — Tue, 21 Apr 2009 11:41:12 GMT

How can i register a plugin on a many to may relationship. I have account n:n brands, and when i add a new account_brand, i need to know this. Can someone help me ?

re: Developing Plug-ins for CRM 4.0

Uma Maheswari Anbazhagan [MSFT] — Fri, 05 Jun 2009 00:05:25 GMT

Hi Robert,

I am a little confused as to whether you are trying to register the plugin on update or retrieve. Can you please provide more details on your scenario?

re: Developing Plug-ins for CRM 4.0

Uma Maheswari Anbazhagan [MSFT] — Fri, 05 Jun 2009 01:09:11 GMT

Hi Chandima,

If the plugin is registered on parent pipeline of Create Quote, it will not be trigerred since creating a quote from opportunity internally uses a different message than create quote. Register it on the child pipleine of create quote and it should work.

re: Developing Plug-ins for CRM 4.0

Uma Maheswari Anbazhagan [MSFT] — Fri, 05 Jun 2009 20:14:35 GMT

Hi Pradeep,

To abort the Plug-In Execution in middle:

1) If you have a plugin registered on some event/message (say account create), and if you don't want the plugin to execute while the account is created, you need to disable the plugin.

2) If you want the plugin to be trigerred and but abort it while the plugin is being executed, you can throw exception from plugin code.

2) If you want the plugin that doesn't throw any exception, to be trigerred and but need to abort it while the plugin is being executed, there is actually no way to it if the plugin is registered in synchronous mode. If it is an asynchronous plugin, you can go to system jobs and try to cancel it. But its tricky and can be done only if the aysnc job has not completed already.

I would like to know your scenario to provide better guidance.

re: Developing Plug-ins for CRM 4.0

Peter — Wed, 17 Jun 2009 16:33:59 GMT

Hi,

I am closing an opportunity and changing its status as "Won", and on the status as "Won", I want to create a new record in custom entity by using the properties of Opportunity.

The problem is that I am not able to get any pre or post entity image in Win Step. So, if I do not have any image, then no properties and hence I am unable to create record in custom entity.

Do let me know how can we get any image there or to get the properties of Opportunity?

Thanks

Peter

re: Developing Plug-ins for CRM 4.0

Krutika Suchak — Thu, 30 Jul 2009 11:09:11 GMT

Hi,

To register a plug- in, a user should be a part of deployment admin group right?

I want the list of users who has been added in deployment administrators group. Is it possible through webservice? If so what request should be made to retrieve it?

Thanks,

Krutika

re: Developing Plug-ins for CRM 4.0

krutika.suchak — Thu, 30 Jul 2009 11:11:39 GMT

Hi,

To register a plug- in, a user should be a part of deployment admin group right?

I want the list of users who has been added in deployment administrators group. Is it possible through webservice? If so what request should be made to retrieve it?

Thanks,

Krutika

re: Developing Plug-ins for CRM 4.0

Giles Clapham — Thu, 03 Sep 2009 16:33:51 GMT

I'm trying to call a third party web service from within my plugin but it keeps saying it can't find the Endpoint.

As there is not going to be a config file available for it to read I've saved them as string variables.

Now how do I pass that data to the call? I've looked at the override methods when I call the service esp. Binding, Address but it still doesn't find the endpoint.

re: Developing Plug-ins for CRM 4.0

Naga — Fri, 18 Dec 2009 17:04:49 GMT

I am trying to get the parent entityid while creating a child entity.

Here is my post: http://social.microsoft.com/Forums/en/crmdevelopment/thread/fdbdb5bf-c856-4d83-a166-fc624b893a9e

could you please let me know your comments?

Thanks