MICROSOFT DYNAMICS CRM /365 BLOG : PLUGIN SCENARIO IN MS CRM 2013

Requirement Overview

Solution needed to track the individual financial target of personnel within the CRM. This financial target will be combined with total of all related account targets to form the overall financial target for the business, a territory and or individual.

The target entered shall be an overall annual target per individual based on expected new business revenue. The target will be in the currency of the related Business Unit. E.g. UK = GBP,

NORWAY = EUR.

The target will be split into monthly targets based on the corresponding budget phasing record for the Business Unit, Budget Year & related Territory (optional).

Solution Brief

1. Create new CRM Entity called New Bus. Budgets

Field	Type	Usage/Values
User	Lookup to user entity	Relate record to specific user
Budget Year	Text (4 Characters)	Holds the year value (e.g. 2016)
Currency	Lookup to Currency entity	Currency of the Financial Target
Target	Money	Holds the value of financial target
Version	Whole Number	Holds the current version of the record
Budget Phasing	Lookup to Budget Phasing entity	Holds the related budget phasing for the target
Business Unit	Lookup to Business Unit entity	Holds user’s business unit
Territory	Lookup to Territory entity	Holds user’s territory

Status/Reason Configuration

Active - Active

Inactive - Revised

2. Create New Entity call New Bus. Stats

Field	Type	Usage/Values
New Bus Budget ID	Lookup to New Bus. Budgets entity	Relate record to specific budget entity
Budget Year	Text (4 Characters)	Holds the year value (e.g. 2016)
Currency	Lookup to Currency entity	Currency of the Financial Target
Target	Money	Holds the value of financial target for the month
Period	Date	Set to first day of month of the target value. E.g. January Target – Period = 01/01/2016(dd/mm/yyyy)

Logical Flow

1. Create New Business Budget entity Record for user with target

o Create Plugin uses the related budget phasing entity record to calculate the target for each month.

o Month Target = Annual Target * budget phasing percentage/100

o Jan=250*(3/100)

o Feb=250*(5/100)

o ---

o Dec=250*(1/100)

o New Bus. Stats entity record create for every month of the year based on calculation.

2. If New Business Budget record is amended. Version number field is incremented and all New Bus. Stats entity records are recalculated.

3. If New Business Budget entity is deleted, all related New Bus. Stats are also deleted.

-------------------------------------------------------------------------------------------------------------------------using System;

using System.Collections.Generic;

using System.Linq;

using System.Text;

using System.Threading.Tasks;

using Microsoft.Xrm.Sdk;

using Microsoft.Xrm.Sdk.Query;

namespace SampleSolution2016

{

public class ClientStatisticsMonthlyTarget : IPlugin

{

/// <summary>

///

/// Plugin registration steps :

///

/// Message : Create

/// PrimaryEntityName : new_newbusinessbudgets

/// Event : PostOperation

/// </summary>

/// <param name="serviceProvider"></param>

public void Execute(IServiceProvider serviceProvider)

{

try

{

IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));

IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));

IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);

if (context.MessageName != "Create" && context.PrimaryEntityName != "new_newbusinessbudgets")

{

return;

}

if ((context.InputParameters.Contains("Target")) && (context.InputParameters["Target"] is Entity))

{

Entity entity = (Entity)context.InputParameters["Target"];

//new_budgetphasing --->budget

//new_budgetyer

//new_target

//new_territory

Money target = (Money)entity["new_target"];

Entity Phasing = new Entity("p3dev_budgetphasing");

//Get budget phasing - check year + territory first, than just budget year

EntityReference businessUnit = (EntityReference)entity["new_businessunit"];

Entity bu = service.Retrieve("businessunit", businessUnit.Id, new ColumnSet("name"));

QueryExpression query = new QueryExpression("new_budgetphasing");

query.ColumnSet = new ColumnSet(true);

query.Criteria.AddCondition(new ConditionExpression("new_businessunit", ConditionOperator.Equal, bu.Id));

if (entity.Contains("new_territory"))

{

EntityReference territory = (EntityReference)entity["new_territory"];

query.Criteria.AddFilter(LogicalOperator.And);

query.Criteria.AddCondition(new ConditionExpression("new_territory", ConditionOperator.Equal, territory.Id));

}

else

{

query.Criteria.AddFilter(LogicalOperator.And);

query.Criteria.AddCondition(new ConditionExpression("new_territory", ConditionOperator.Null));

}

query.Criteria.AddFilter(LogicalOperator.And);

query.Criteria.AddCondition(new ConditionExpression("new_year", ConditionOperator.Equal, entity["new_budgetyear"].ToString()));

query.Criteria.AddFilter(LogicalOperator.And);

query.Criteria.AddCondition(new ConditionExpression("statuscode", ConditionOperator.Equal, 1));

EntityCollection results = service.RetrieveMultiple(query);

if (results.Entities.Count == 0)

{

query = new QueryExpression("p3dev_budgetphasing");

query.ColumnSet = new ColumnSet(true);

query.Criteria.AddCondition(new ConditionExpression("new_territory", ConditionOperator.Null));

query.Criteria.AddFilter(LogicalOperator.And);

query.Criteria.AddCondition(new ConditionExpression("new_year", ConditionOperator.Equal, entity["new_budgetyear"].ToString()));

query.Criteria.AddFilter(LogicalOperator.And);

query.Criteria.AddCondition(new ConditionExpression("statuscode", ConditionOperator.Equal, 1));

results = service.RetrieveMultiple(query);

}

if (results.Entities.Count > 0)

{

Phasing = results.Entities[0];

//Counter loop 1 to 12 (Jan to Dec) create Statistics record for every month based on budget phasing record for territory and/or year

int counter = 1;

Money TargetToDate = new Money(0);

while (counter <= 12)

{

//new_name

//new_budgetyear

//new_newbusbudgetid

//new_period

//new_currency

//new_target

Entity Stats = new Entity("new_newbusinessstatistics");

Stats["new_name"] = entity["new_name"].ToString() + "_" + Phasing["p3dev_year"].ToString() + "_" + counter.ToString();

Stats["new_newbusbudgetid"] = entity.ToEntityReference();

Stats["new_budgetyear"] = Phasing["new_year"].ToString();

decimal phasePercentage = 0;

DateTime y1 = new DateTime(Convert.ToInt32(Phasing["new_year"].ToString()), counter, 1);

DateTime y2 = new DateTime();

//Check Counter value to determine phasing month value to select & set last day of month parameter for later lookup

if (counter == 1)

{

phasePercentage = Convert.ToDecimal(Phasing["new_january"].ToString());

y2 = new DateTime(Convert.ToInt32(Phasing["new_year"].ToString()), counter, 31);

}

else

{

if (counter == 2)

{

phasePercentage = Convert.ToDecimal(Phasing["new_february"].ToString());

try

{

y2 = new DateTime(Convert.ToInt32(Phasing["new_year"].ToString()), counter, 29);

}

catch

{

y2 = new DateTime(Convert.ToInt32(Phasing["new_year"].ToString()), counter, 28);

}

else

{

if (counter == 3)

{

phasePercentage = Convert.ToDecimal(Phasing["p3dev_march"].ToString());

y2 = new DateTime(Convert.ToInt32(Phasing["new_year"].ToString()), counter, 31);

}

else

{

if (counter == 4)

{

phasePercentage = Convert.ToDecimal(Phasing["new_april"].ToString());

y2 = new DateTime(Convert.ToInt32(Phasing["new_year"].ToString()), counter, 30);

}

else

{

if (counter == 5)

{

phasePercentage = Convert.ToDecimal(Phasing["new_may"].ToString());

y2 = new DateTime(Convert.ToInt32(Phasing["new_year"].ToString()), counter, 31);

}

else

{

if (counter == 6)

{

phasePercentage = Convert.ToDecimal(Phasing["new_june"].ToString());

y2 = new DateTime(Convert.ToInt32(Phasing["new_year"].ToString()), counter, 30);

}

else

{

if (counter == 7)

{

phasePercentage = Convert.ToDecimal(Phasing["new_july"].ToString());

y2 = new DateTime(Convert.ToInt32(Phasing["new_year"].ToString()), counter, 31);

}

else

{

if (counter == 8)

{

phasePercentage = Convert.ToDecimal(Phasing["new_august"].ToString());

y2 = new DateTime(Convert.ToInt32(Phasing["new_year"].ToString()), counter, 31);

}

else

{

if (counter == 9)

{

phasePercentage = Convert.ToDecimal(Phasing["new_september"].ToString());

y2 = new DateTime(Convert.ToInt32(Phasing["new_year"].ToString()), counter, 30);

}

else

{

if (counter == 10)

{

phasePercentage = Convert.ToDecimal(Phasing["new_october"].ToString());

y2 = new DateTime(Convert.ToInt32(Phasing["new_year"].ToString()), counter, 31);

}

else

{

if (counter == 11)

{

phasePercentage = Convert.ToDecimal(Phasing["new_november"].ToString());

y2 = new DateTime(Convert.ToInt32(Phasing["new_year"].ToString()), counter, 30);

}

else

{

if (counter == 12)

{

phasePercentage = Convert.ToDecimal(Phasing["new_december"].ToString());

y2 = new DateTime(Convert.ToInt32(Phasing["new_year"].ToString()), counter, 31);

}

//Add basic attributes to new Statistics record

Stats["new_period"] = y2;

phasePercentage = (phasePercentage / 100) * target.Value;

Money targetRevenue = new Money(phasePercentage);

Stats["new_currency"] = entity["new_currency"];

Stats["new_target"] = targetRevenue;

//Stats["p3dev_actualrevenue"] = new Money(0);

//DateTime analysisPeriod = new DateTime(Convert.ToInt32(Phasing["p3dev_year"].ToString()), counter, 1);

//Stats["p3dev_analysisperiod"] = analysisPeriod;

service.Create(Stats);

counter++;

}

catch (Exception)

{

throw;

}

---------------------------------------------------------------------------------------------------------------------
using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Threading.Tasks;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;

namespace SampleSolution2016
{

/// <summary>
/// Plugin registration steps :
///
/// Message : Update
/// PrimaryEntityName : new_newbusinessbudgets
/// Event : PreOperation
/// Fitering Attributes : new_budgetphasing, new_budgetyear, new_businessunit, new_currency, new_name, new_target, new_territory, new_user
///
///
/// Register On Image :
/// Image Type : PreImage
/// Name : PreImagenewbusinessbudgets
/// Enitiy Alias : PreImagenewbusinessbudgets
/// Parameters :new_budgetphasing, new_budgetyear, new_businessunit, new_currency, new_name, new_target, new_territory, new_user, new_version
/// </summary>

public class UpdateClientStatisticsMonthlyTarget : IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{
try
{
IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));

IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));

IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);

if (context.MessageName != "Update" && context.PrimaryEntityName != "new_newbusinessbudgets")
{
return;
}
if ((context.InputParameters.Contains("Target")) && (context.InputParameters["Target"] is Entity))
{
Entity entity = (Entity)context.InputParameters["Target"];
Entity preImageNewBusinessBudges = (Entity)context.PreEntityImages["PreImagenewbusinessbudgets"];

// currency
//Business Unit
//Budget Year
//Target
//Budget Phasing

//Territory

Money target = new Money();
if (entity.Contains("new_target"))
{
target = (Money)entity["new_target"];
}
else
{
target = (Money)preImageNewBusinessBudges["new_target"];
}
Entity Phasing = new Entity("p3dev_budgetphasing");
EntityReference businessUnit;
if (entity.Attributes.Contains("new_businessunit"))
{
businessUnit = (EntityReference)entity["new_businessunit"];
}
else
{
businessUnit = (EntityReference)preImageNewBusinessBudges["new_businessunit"];
}

Entity bu = service.Retrieve("businessunit", businessUnit.Id, new ColumnSet("name"));

QueryExpression query = new QueryExpression("p3dev_budgetphasing");
query.ColumnSet = new ColumnSet(true);
//
query.Criteria.AddCondition(new ConditionExpression("p3dev_businessunit", ConditionOperator.Equal, bu.Id));
EntityReference territory;
if (entity.Contains("new_territory"))
{
territory = (EntityReference)entity["new_territory"];
query.Criteria.AddFilter(LogicalOperator.And);
query.Criteria.AddCondition(new ConditionExpression("p3dev_territory", ConditionOperator.Equal, territory.Id));
}
else if (preImageNewBusinessBudges.Contains("new_territory"))
{

territory = (EntityReference)preImageNewBusinessBudges["new_territory"];
query.Criteria.AddFilter(LogicalOperator.And);
query.Criteria.AddCondition(new ConditionExpression("p3dev_territory", ConditionOperator.Equal, territory.Id));
}
else
{
query.Criteria.AddFilter(LogicalOperator.And);
query.Criteria.AddCondition(new ConditionExpression("p3dev_territory", ConditionOperator.Null));
}
if (entity.Contains("new_budgetyear"))
{
query.Criteria.AddFilter(LogicalOperator.And);
query.Criteria.AddCondition(new ConditionExpression("p3dev_year", ConditionOperator.Equal, entity["new_budgetyear"].ToString()));
}
else
{
query.Criteria.AddFilter(LogicalOperator.And);
query.Criteria.AddCondition(new ConditionExpression("p3dev_year", ConditionOperator.Equal, preImageNewBusinessBudges["new_budgetyear"].ToString()));
}

query.Criteria.AddFilter(LogicalOperator.And);
query.Criteria.AddCondition(new ConditionExpression("statuscode", ConditionOperator.Equal, 1));

EntityCollection results = service.RetrieveMultiple(query);

if (results.Entities.Count == 0)
{
query = new QueryExpression("p3dev_budgetphasing");
query.ColumnSet = new ColumnSet(true);

query.Criteria.AddCondition(new ConditionExpression("p3dev_territory", ConditionOperator.Null));
query.Criteria.AddFilter(LogicalOperator.And);
if (entity.Contains("new_budgetyear"))
{
query.Criteria.AddCondition(new ConditionExpression("p3dev_year", ConditionOperator.Equal, entity["new_budgetyear"].ToString()));
query.Criteria.AddFilter(LogicalOperator.And);
}
else
{
query.Criteria.AddCondition(new ConditionExpression("p3dev_year", ConditionOperator.Equal, preImageNewBusinessBudges["new_budgetyear"].ToString()));
query.Criteria.AddFilter(LogicalOperator.And);
}

query.Criteria.AddCondition(new ConditionExpression("statuscode", ConditionOperator.Equal, 1));

results = service.RetrieveMultiple(query);
}

if (results.Entities.Count > 0)
{
Phasing = results.Entities[0];

//Counter loop 1 to 12 (Jan to Dec) create Statistics record for every month based on budget phasing record for territory and/or year
int counter = 1;
QueryExpression bdgtPhasing = new QueryExpression("new_newbusinessstatistics");
bdgtPhasing.ColumnSet = new ColumnSet(true);
bdgtPhasing.Criteria.AddCondition(new ConditionExpression("new_newbusbudgetid", ConditionOperator.Equal, entity.Id));
bdgtPhasing.Criteria.AddFilter(LogicalOperator.And);
bdgtPhasing.Criteria.AddCondition(new ConditionExpression("statuscode", ConditionOperator.Equal, 1));
EntityCollection Stats = service.RetrieveMultiple(bdgtPhasing);

Money TargetToDate = new Money(0);
while (counter <= 12)
{
Entity Sta = Stats.Entities[counter - 1];

string name;

if (entity.Contains("new_name"))
{
name = entity["new_name"].ToString();
}
else
{
name = preImageNewBusinessBudges["new_name"].ToString();
}

Sta["new_name"] = name + "_" + Phasing["p3dev_year"].ToString() + "_" + counter.ToString();
//Stats["new_newbusbudgetid"] = entity.ToEntityReference();

Sta["new_budgetyear"] = Phasing["p3dev_year"].ToString();
decimal phasePercentage = 0;

DateTime y1 = new DateTime(Convert.ToInt32(Phasing["p3dev_year"].ToString()), counter, 1);
DateTime y2 = new DateTime();

//Check Counter value to determine phasing month value to select & set last day of month parameter for later lookup
if (counter == 1)
{

phasePercentage = Convert.ToDecimal(Phasing["p3dev_january"].ToString());
y2 = new DateTime(Convert.ToInt32(Phasing["p3dev_year"].ToString()), counter, 31);
}
else
{

if (counter == 2)
{
phasePercentage = Convert.ToDecimal(Phasing["p3dev_february"].ToString());
try
{
y2 = new DateTime(Convert.ToInt32(Phasing["p3dev_year"].ToString()), counter, 29);
}
catch
{
y2 = new DateTime(Convert.ToInt32(Phasing["p3dev_year"].ToString()), counter, 28);
}
}
else
{
if (counter == 3)
{
phasePercentage = Convert.ToDecimal(Phasing["p3dev_march"].ToString());
y2 = new DateTime(Convert.ToInt32(Phasing["p3dev_year"].ToString()), counter, 31);
}
else
{
if (counter == 4)
{
phasePercentage = Convert.ToDecimal(Phasing["p3dev_april"].ToString());
y2 = new DateTime(Convert.ToInt32(Phasing["p3dev_year"].ToString()), counter, 30);
}
else
{
if (counter == 5)
{
phasePercentage = Convert.ToDecimal(Phasing["p3dev_may"].ToString());
y2 = new DateTime(Convert.ToInt32(Phasing["p3dev_year"].ToString()), counter, 31);
}
else
{
if (counter == 6)
{
phasePercentage = Convert.ToDecimal(Phasing["p3dev_june"].ToString());
y2 = new DateTime(Convert.ToInt32(Phasing["p3dev_year"].ToString()), counter, 30);
}
else
{
if (counter == 7)
{
phasePercentage = Convert.ToDecimal(Phasing["p3dev_july"].ToString());
y2 = new DateTime(Convert.ToInt32(Phasing["p3dev_year"].ToString()), counter, 31);
}
else
{
if (counter == 8)
{
phasePercentage = Convert.ToDecimal(Phasing["p3dev_august"].ToString());
y2 = new DateTime(Convert.ToInt32(Phasing["p3dev_year"].ToString()), counter, 31);
}
else
{
if (counter == 9)
{
phasePercentage = Convert.ToDecimal(Phasing["p3dev_september"].ToString());
y2 = new DateTime(Convert.ToInt32(Phasing["p3dev_year"].ToString()), counter, 30);
}
else
{
if (counter == 10)
{
phasePercentage = Convert.ToDecimal(Phasing["p3dev_october"].ToString());
y2 = new DateTime(Convert.ToInt32(Phasing["p3dev_year"].ToString()), counter, 31);
}
else
{
if (counter == 11)
{
phasePercentage = Convert.ToDecimal(Phasing["p3dev_november"].ToString());
y2 = new DateTime(Convert.ToInt32(Phasing["p3dev_year"].ToString()), counter, 30);
}
else
{
if (counter == 12)
{
phasePercentage = Convert.ToDecimal(Phasing["p3dev_december"].ToString());
y2 = new DateTime(Convert.ToInt32(Phasing["p3dev_year"].ToString()), counter, 31);
}
}
}
}
}
}
}
}
}
}
}
}

//Add basic attributes to new Statistics record
Sta["new_period"] = y2;

phasePercentage = (phasePercentage / 100) * target.Value;

Money targetRevenue = new Money(phasePercentage);
if (entity.Contains("new_currency"))
{
Sta["new_currency"] = entity["new_currency"];
}
else
{
Sta["new_currency"] = preImageNewBusinessBudges["new_currency"];
}

Sta["new_target"] = targetRevenue;

service.Update(Sta);
counter++;
}

}

int counterValue = (int)preImageNewBusinessBudges["new_version"];
preImageNewBusinessBudges["new_version"] = counterValue + 1;

}
}
catch (Exception)
{

throw;
}
}
}
}

MICROSOFT DYNAMICS CRM /365 BLOG

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Monday 18 April 2016

PLUGIN SCENARIO IN MS CRM 2013

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