Assign the task to the new contact, when a new contact is created in dynamic 365 using developer tool kit plugin.
// <copyright file="PostOperationcontactCreate.cs" company="">
// Copyright (c) 2017 All Rights Reserved
// </copyright>
// <author></author>
// <date>3/14/2017 5:02:56 PM</date>
// <summary>Implements the PostOperationcontactCreate Plugin.</summary>
// <auto-generated>
// This code was generated by a tool.
// Runtime Version:4.0.30319.1
// </auto-generated>
using System;
using System.ServiceModel;
using Microsoft.Crm.Sdk.Messages;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
namespace CrmPackage1.Plugins1
{
/// <summary>
/// PostOperationcontactCreate Plugin.
/// </summary>
public class PostOperationcontactCreate : PluginBase
{
/// <summary>
/// Initializes a new instance of the <see cref="PostOperationcontactCreate"/> class.
/// </summary>
/// <param name="unsecure">Contains public (unsecured) configuration information.</param>
/// <param name="secure">Contains non-public (secured) configuration information.
/// When using Microsoft Dynamics 365 for Outlook with Offline Access,
/// the secure string is not passed to a plug-in that executes while the client is offline.</param>
public PostOperationcontactCreate(string unsecure, string secure)
: base(typeof(PostOperationcontactCreate))
{
// TODO: Implement your custom configuration handling.
}
/// <summary>
/// Main entry point for he business logic that the plug-in is to execute.
/// </summary>
/// <param name="localContext">The <see cref="LocalPluginContext"/> which contains the
/// <see cref="IPluginExecutionContext"/>,
/// <see cref="IOrganizationService"/>
/// and <see cref="ITracingService"/>
/// </param>
/// <remarks>
/// For improved performance, Microsoft Dynamics 365 caches plug-in instances.
/// The plug-in's Execute method should be written to be stateless as the constructor
/// is not called for every invocation of the plug-in. Also, multiple system threads
/// could execute the plug-in at the same time. All per invocation state information
/// is stored in the context. This means that you should not use global variables in plug-ins.
/// </remarks>
protected override void ExecuteCrmPlugin(LocalPluginContext localContext)
{
if (localContext == null)
{
throw new InvalidPluginExecutionException("localContext");
}
// TODO: Implement your custom Plug-in business logic.
if (localContext.PluginExecutionContext.InputParameters.Contains("Target") && localContext.PluginExecutionContext.InputParameters["Target"] is Entity)
{
// Obtain the target entity from the input parameters.
Entity entity = (Entity)localContext.PluginExecutionContext.InputParameters["Target"];
//</snippetFollowupPlugin2>
// Verify that the target entity represents an account.
// If not, this plug-in was not registered correctly.
if (entity.LogicalName != "contact")
return;
try
{
// Create a task activity to follow up with the account customer in 7 days.
Entity followup = new Entity("task");
followup["subject"] = "Send e-mail to the new customer.";
followup["description"] =
"Follow up with the customer. Check if there are any new issues that need resolution.";
followup["scheduledstart"] = DateTime.Now.AddDays(7);
followup["scheduledend"] = DateTime.Now.AddDays(7);
followup["category"] = localContext.PluginExecutionContext.PrimaryEntityName;
followup["regardingobjectid"] = new EntityReference("contact", entity.Id);
//<snippetFollowupPlugin4>
// Obtain the organization service reference.
//</snippetFollowupPlugin4>
// Create the task in Microsoft Dynamics CRM.
localContext.Trace("FollowupPlthugin: Creating the task activity.");
Guid taskid = localContext.OrganizationService.Create(followup);
// Assign the task created to #malla (another user when new account is created.)
AssignRequest assign = new AssignRequest
{
Assignee = new EntityReference("systemuser", localContext.PluginExecutionContext.UserId),
Target = new EntityReference("task", taskid)
};
localContext.OrganizationService.Execute(assign);
}
//<snippetFollowupPlugin3>
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> ex)
{
throw new InvalidPluginExecutionException("An error occurred in the FollowupPlugin plug-in.", ex);
}
}
}
}
}
// <copyright file="PostOperationcontactCreate.cs" company="">
// Copyright (c) 2017 All Rights Reserved
// </copyright>
// <author></author>
// <date>3/14/2017 5:02:56 PM</date>
// <summary>Implements the PostOperationcontactCreate Plugin.</summary>
// <auto-generated>
// This code was generated by a tool.
// Runtime Version:4.0.30319.1
// </auto-generated>
using System;
using System.ServiceModel;
using Microsoft.Crm.Sdk.Messages;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
namespace CrmPackage1.Plugins1
{
/// <summary>
/// PostOperationcontactCreate Plugin.
/// </summary>
public class PostOperationcontactCreate : PluginBase
{
/// <summary>
/// Initializes a new instance of the <see cref="PostOperationcontactCreate"/> class.
/// </summary>
/// <param name="unsecure">Contains public (unsecured) configuration information.</param>
/// <param name="secure">Contains non-public (secured) configuration information.
/// When using Microsoft Dynamics 365 for Outlook with Offline Access,
/// the secure string is not passed to a plug-in that executes while the client is offline.</param>
public PostOperationcontactCreate(string unsecure, string secure)
: base(typeof(PostOperationcontactCreate))
{
// TODO: Implement your custom configuration handling.
}
/// <summary>
/// Main entry point for he business logic that the plug-in is to execute.
/// </summary>
/// <param name="localContext">The <see cref="LocalPluginContext"/> which contains the
/// <see cref="IPluginExecutionContext"/>,
/// <see cref="IOrganizationService"/>
/// and <see cref="ITracingService"/>
/// </param>
/// <remarks>
/// For improved performance, Microsoft Dynamics 365 caches plug-in instances.
/// The plug-in's Execute method should be written to be stateless as the constructor
/// is not called for every invocation of the plug-in. Also, multiple system threads
/// could execute the plug-in at the same time. All per invocation state information
/// is stored in the context. This means that you should not use global variables in plug-ins.
/// </remarks>
protected override void ExecuteCrmPlugin(LocalPluginContext localContext)
{
if (localContext == null)
{
throw new InvalidPluginExecutionException("localContext");
}
// TODO: Implement your custom Plug-in business logic.
if (localContext.PluginExecutionContext.InputParameters.Contains("Target") && localContext.PluginExecutionContext.InputParameters["Target"] is Entity)
{
// Obtain the target entity from the input parameters.
Entity entity = (Entity)localContext.PluginExecutionContext.InputParameters["Target"];
//</snippetFollowupPlugin2>
// Verify that the target entity represents an account.
// If not, this plug-in was not registered correctly.
if (entity.LogicalName != "contact")
return;
try
{
// Create a task activity to follow up with the account customer in 7 days.
Entity followup = new Entity("task");
followup["subject"] = "Send e-mail to the new customer.";
followup["description"] =
"Follow up with the customer. Check if there are any new issues that need resolution.";
followup["scheduledstart"] = DateTime.Now.AddDays(7);
followup["scheduledend"] = DateTime.Now.AddDays(7);
followup["category"] = localContext.PluginExecutionContext.PrimaryEntityName;
followup["regardingobjectid"] = new EntityReference("contact", entity.Id);
//<snippetFollowupPlugin4>
// Obtain the organization service reference.
//</snippetFollowupPlugin4>
// Create the task in Microsoft Dynamics CRM.
localContext.Trace("FollowupPlthugin: Creating the task activity.");
Guid taskid = localContext.OrganizationService.Create(followup);
// Assign the task created to #malla (another user when new account is created.)
AssignRequest assign = new AssignRequest
{
Assignee = new EntityReference("systemuser", localContext.PluginExecutionContext.UserId),
Target = new EntityReference("task", taskid)
};
localContext.OrganizationService.Execute(assign);
}
//<snippetFollowupPlugin3>
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> ex)
{
throw new InvalidPluginExecutionException("An error occurred in the FollowupPlugin plug-in.", ex);
}
}
}
}
}
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