Wednesday, 15 March 2017

UNSECURE CONFIGURATION ON THE PLUGIN STEP MICROSOFT DYNAMICS 365 - PLUGIN

Usecure Configuration, dynamically assign the task to the system users based on the email configuration  on the plugin step.


// <copyright file="PostOperationaccountCreate.cs" company="">
// Copyright (c) 2017 All Rights Reserved
// </copyright>
// <author></author>
// <date>3/13/2017 9:26:51 PM</date>
// <summary>Implements the PostOperationaccountCreate Plugin.</summary>
// <auto-generated>
//     This code was generated by a tool.
//     Runtime Version:4.0.30319.1
// </auto-generated>

using System;
using System.Runtime.Serialization;
using System.ServiceModel;
using Microsoft.Crm.Sdk.Messages;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using System.Text;
using System.Linq;
using System.Collections.Generic;
using System.Xml;

namespace CrmPackage1.Plugins1
{

    /// <summary>
    /// PostOperationaccountCreate Plugin.
    /// </summary>    
    public class PostOperationaccountCreate: PluginBase
    {
        private XmlDocument configure;
        /// <summary>
        /// Initializes a new instance of the <see cref="PostOperationaccountCreate"/> 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 PostOperationaccountCreate(string unsecure, string secure)
            : base(typeof(PostOperationaccountCreate))
        {
            

           // TODO: Implement your custom configuration handling.
            // setting the xml configuration

            configure = new XmlDocument();

            configure.LoadXml(unsecure);

        }
        private static string GetValueNode(XmlDocument doc, string key)
        {
            XmlNode node = doc.SelectSingleNode(String.Format("Settings/setting[@name='{0}']", key));
            if (node != null)
            {
                return node.SelectSingleNode("value").InnerText;
            }
            return string.Empty;
        }
        /// <summary>
        /// 
        /// </summary>
        /// <param name="doc"></param>
        /// <param name="label"></param>
        /// <returns></returns>
        /// 
        public static string GetConfigDataString(XmlDocument doc, string label)
        {
            return GetValueNode(doc, label);
        }
        /// <summary>
        /// 
        /// </summary>
        /// <param name="doc"></param>
        /// <param name="key"></param>
        /// <returns></returns>
      


        /// <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");
            }
           
            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 != "account")
                    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;
                   
                    // Refer to the account in the task activity.
                    if (localContext.PluginExecutionContext.OutputParameters.Contains("id"))
                    {
                        Guid regardingobjectid = new Guid(localContext.PluginExecutionContext.OutputParameters["id"].ToString());
                        string regardingobjectidType = "account";
                        followup["regardingobjectid"] = new EntityReference(regardingobjectidType, regardingobjectid);
                    }

                   

                    //<snippetFollowupPlugin4>
                    // Obtain the organization service reference.
                    //</snippetFollowupPlugin4>

                    // Create the task in Microsoft Dynamics CRM.
                    localContext.Trace("FollowupPlugin: Creating the task activity.");
                   Guid taskid = localContext.OrganizationService.Create(followup);

                    // Assign the task created to #malla (another user when new account is created.)

                   string emailAddress = GetConfigDataString(configure, "EmailAddress");
                   
                    String fetchXml = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>
                                      <entity name='systemuser'>
                                        <attribute name='fullname' />
                                        <attribute name='businessunitid' />
                                        <attribute name='title' />
                                        <attribute name='address1_telephone1' />
                                        <attribute name='positionid' />
                                        <attribute name='systemuserid' />
                                        <order attribute='fullname' descending='false' />
                                        <filter type='and'>
                                          <condition attribute='internalemailaddress' operator='eq' value='" + emailAddress + "' /></filter></entity></fetch>";
                                   FetchExpression  query = new FetchExpression(fetchXml);
                                   AssignRequest assign= new AssignRequest();
                                   EntityCollection entcollection = localContext.OrganizationService.RetrieveMultiple(query);

                                   for (int i = 0; i < entcollection.Entities.Count; i++)
                                   {

                                        assign = new AssignRequest
                                       {
                                           Assignee = new EntityReference("systemuser", entcollection.Entities[i].Id),
                                           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);
                }
            }
        }
    }
}

=======================================================================
Unsecure Configuration code on the plugin step

<Settings>
  <setting name="EmailAddress">
    <value>malgurram@gmrltd.onmicrosoft.com</value>
  </setting>
</Settings>


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