SetStateRequest req = new SetStateRequest();
             //the entity you want to change the state of
   req.EntityMoniker = new EntityReference("new_abc", recordId);
            //what should the new state be
    req.State = new OptionSetValue(1);
           //Pick an option from the status reason picklist to specify reason for state change
    req.Status = new OptionSetValue(2);
    SetStateResponse resp = (SetStateResponse)service.Execute(req);

The post Activate / Deactivate a record using c# in MS CRM 2011 , MS CRM 2013 , MS CRM 2015 ( using SetStateRequest ) appeared first on Microsoft Dynamics 365 Blog.

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

namespace ClassLibrary1
{
    public class Class1 : 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);

            Contact test = (Contact)service.Retrieve(context.PrimaryEntityName, context.PrimaryEntityId, new ColumnSet(true));

            PhoneCall phone = new PhoneCall();

            ActivityParty _from = new ActivityParty();
            _from.PartyId = new EntityReference(SystemUser.EntityLogicalName, context.UserId);

            ActivityParty _to = new ActivityParty();
            _to.PartyId = new EntityReference(Contact.EntityLogicalName, test.Id);

            phone.From = new ActivityParty[] { _from };
            phone.PhoneNumber = “9028170672”;
            phone.DirectionCode = true;   // true is for outgoing and false is for incoming
            phone.Subject = “phone call trial”;
            phone.To = new ActivityParty[] { _to };
            service.Create(phone);
        }

    }
}

SOURCE : JUST2CODE.IN
Subscribe to our YouTube channel : https://www.youtube.com/user/TheRussell2012

The post Create Activity Of An Phone Call On Create of Contact Using Plugin In MSCRM 2011 2013 appeared first on Microsoft Dynamics 365 Blog.

 Note: On create on new Contact An Email activity generates and email is assigned.

 using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Threading.Tasks;
using System.Runtime.Serialization;
using System.ServiceModel;
using Microsoft.Xrm.Client;
using Microsoft.Xrm.Portal;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Crm.Sdk.Messages;
namespace ClassLibrary1
{
    public class Class1: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);

           //  _serviceProxy.ServiceConfiguration.CurrentServiceEndpoint.Behaviors.Add(new ProxyTypesBehavior());
           Contact con = (Contact)service.Retrieve(context.PrimaryEntityName, context.PrimaryEntityId, new ColumnSet(true));
           Guid _contactId = con.Id;

          // Create the ‘From:’ activity party for the email
             ActivityParty fromParty = new ActivityParty
             {
                 PartyId = new EntityReference(SystemUser.EntityLogicalName, context.UserId)
             };

            // Create the ‘To:’ activity party for the email
             ActivityParty toParty = new ActivityParty
            {
                PartyId = new EntityReference(Contact.EntityLogicalName, _contactId)
            };

            // Create an e-mail message.
            Email email = new Email
            {
                To = new ActivityParty[] { toParty },
                From = new ActivityParty[] { fromParty },
                Subject = “e-mail”,
                Description = “SendEmail Message.”,
                DirectionCode = true
            };
            Guid _emailId = service.Create(email);

            // Use the SendEmail message to send an e-mail message.
            SendEmailRequest sendEmailreq = new SendEmailRequest
            {
                EmailId = _emailId,
                TrackingToken = “”,
                IssueSend = true
            };

            SendEmailResponse sendEmailresp = (SendEmailResponse)service.Execute(sendEmailreq);
        }
    }
}

SOURCE : JUST2CODE.IN
Subscribe to our YouTube channel : https://www.youtube.com/user/TheRussell2012

The post Create Email Activity OR Send Email using Plugin In MSCRM 2011 2013 appeared first on Microsoft Dynamics 365 Blog.

                   

using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Threading.Tasks;
using System.Runtime.Serialization;
using System.ServiceModel;
using Microsoft.Xrm.Client;
using Microsoft.Xrm.Portal;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Messages;
using Microsoft.Xrm.Sdk.Metadata;

namespace ClassLibrary2
{
    public class Class1 : 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);

            // Retrive All Vlaue From Single Record on which pluging is fired
             new_teston test = (new_teston)service.Retrieve(new_teston.EntityLogicalName, context.PrimaryEntityId, new ColumnSet(true));

            // “s” Contain OptionSet Value ( s = 1 , 2 , 3 , …)
             int s = Convert.ToInt32(((OptionSetValue)test.Attributes[“new_optionset”]).Value);

            // Function For Retriving OptionSet Label Through Value of “s”
             string ss = GetPickListText(new_teston.EntityLogicalName, “new_optionset”, s, service);

             new_testto tes = new new_testto();
             tes.new_name = ss;

            service.Create(tes);
        }

        public string GetPickListText(string entityName, string attributeName, int optionSetValue, IOrganizationService service)
         {
             string AttributeName = attributeName;
             string EntityLogicalName = entityName;

            RetrieveEntityRequest retrieveDetails = new RetrieveEntityRequest();
            retrieveDetails.EntityFilters = EntityFilters.All;
            retrieveDetails.LogicalName = EntityLogicalName;

            RetrieveEntityResponse retrieveEntityResponseObj = (RetrieveEntityResponse)service.Execute(retrieveDetails);
             EntityMetadata metadata = retrieveEntityResponseObj.EntityMetadata;

            PicklistAttributeMetadata picklistMetadata = metadata.Attributes.FirstOrDefault(attribute => String.Equals(attribute.LogicalName, attributeName, StringComparison.OrdinalIgnoreCase)) as PicklistAttributeMetadata;

            OptionSetMetadata options = picklistMetadata.OptionSet;
             IList<OptionMetadata> picklistOption = (from o in options.Options where o.Value.Value == optionSetValue select o).ToList();
             string picklistLabel = (picklistOption.First()).Label.UserLocalizedLabel.Label;

             return picklistLabel;

        }

     }

}

SOURCE : JUST2CODE.IN
Subscribe to our YouTube channel : https://www.youtube.com/user/TheRussell2012

The post Get Optionset Value and Lable Using Plugin (OptionSet Label / text ) In MSCRM 2011 , 2013 appeared first on Microsoft Dynamics 365 Blog.

1. Both Lookup are on same entity  //   tes.new_testonlookups= test.new_testonlookup;

2 using EntityRefrence if the Process include more than 2 Entities.

using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Threading.Tasks;
using System.Runtime.Serialization;
using System.ServiceModel;
using Microsoft.Xrm.Client;
using Microsoft.Xrm.Portal;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;

namespace ClassLibrary2
{
    public class Class1 : 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);

            // retrive record data/value on which plugin firing
            new_calculate test = (new_calculate)service.Retrieve(new_calculate.EntityLogicalName, context.PrimaryEntityId, new ColumnSet(true));

            // r contain Guid of the look up
            Guid r = test.new_testonlookup.Id;

            // retrive fields from 2nd entity where wants to copy the string
            new_testto tes = new new_testto();
            tes.new_name = test.new_name;
         
            // reff1 Cantain Reffrence of lookup with guid r
            EntityReference reff1 = new EntityReference(new_teston.EntityLogicalName, r);
            tes.new_testonlookups = reff1;

            // tes.new_testonlookups= test.new_testonlookup;  ( we can copy one look up to another lookup of same entity directlly )
             service.Create(tes);

        }

    }

}

SOURCE : JUST2CODE.IN
Subscribe to our YouTube channel : https://www.youtube.com/user/TheRussell2012

The post Copy One LookUp Field Value To Anoher LookUp using Plugin (EntityReference) ( Copy Lookup to Lookup ) In MSCRM 2011 2013 appeared first on Microsoft Dynamics 365 Blog.

using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Threading.Tasks;
using System.Runtime.Serialization;
using System.ServiceModel;
using Microsoft.Xrm.Client;
using Microsoft.Xrm.Portal;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;

namespace ClassLibrary2
{
    public class Class1 : 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);

            // retrive record data/value on which plugin firing
            new_calculate test = (new_calculate)service.Retrieve(new_calculate.EntityLogicalName, context.PrimaryEntityId, new ColumnSet(true));

            // r contain Guid of the look up
            Guid r = test.new_testonlookup.Id;

            // retriving record data/value of single record of which lookup is ( as “r” contain its guid)
            new_teston stringcopy = (new_teston)service.Retrieve(new_teston.EntityLogicalName, r, new ColumnSet(true));

            // retrive fields from 2nd entity where wants to copy the string
            new_testto tes = new new_testto();
            tes.new_name = stringcopy.new_teston1;

            // coping string to an fiel on same entity
            test.new_stringcopied = stringcopy.new_teston1;

            service.Create(tes);
            service.Update(test);
        }

    }

}

SOURCE : JUST2CODE.IN
Subscribe to our YouTube channel : https://www.youtube.com/user/TheRussell2012

The post Copy Look up Value to Single Line Of Text (String) Using Plugin In MSCRM 2011 2013 appeared first on Microsoft Dynamics 365 Blog.

namespace plugin1

{
    public class Class1 :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);

           // Only Retrieve The Data From The Record On Which Plugin Is Firing
            new_teston test = (new_teston)service.Retrieve(context.PrimaryEntityName, context.PrimaryEntityId, new ColumnSet(true));

            //Select * From new_testto
            QueryExpression querry = new QueryExpression(new_testto.EntityLogicalName);

            //It Will Retrieve All Fields , If Wants Specific Field : Instead Of True Write Field Name
            querry.ColumnSet = new ColumnSet(true);

            // test1 Has All Records In Entity new_testto
            EntityCollection test1 = service.RetrieveMultiple(querry);

            // The Loop Will Run For No Of Record Available

            for (int i = 0; i <= count; i++){     
                // test11 Has All Field Value From i(1-2-3—) Records
                new_testto test11 = (new_testto)test1.Entities[i];

                if (test.new_teston1 == test11.new_name) {
                    test11.new_singlelineto = test.new_singleline;

                }
              service.Update(test11);

            }

        }

    }

}

SOURCE : JUST2CODE.IN
Subscribe to our YouTube channel : https://www.youtube.com/user/TheRussell2012

The post Update value in another entity on create using plugin ( Using QueryExpression ) in ms crm 2011 2013 appeared first on Microsoft Dynamics 365 Blog.

using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Threading.Tasks;
using System.Runtime.Serialization;
using System.ServiceModel;
using Microsoft.Xrm.Client;
using Microsoft.Xrm.Portal;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Messages;

namespace plugin1
{
    public class Class1 :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);

       
            new_teston test = (new_teston)service.Retrieve(context.PrimaryEntityName, context.PrimaryEntityId, new ColumnSet(true));
        
            //QueryExpression querry = new QueryExpression(new_testto.EntityLogicalName);
            //querry.ColumnSet = new ColumnSet(true);
            //EntityCollection test1 = service.RetrieveMultiple(querry);
         
            //int count = test1.Entities.Count;

            //new_testto test11 = new new_testto();

            //for (int i = 0; i <= count; i++)
        
            new_testto tes = new new_testto();
            tes.new_name = “test”;
            tes.new_singlelineto = test.new_singleline;
         
            service.Create(tes);

        }
    }
}

SOURCE : JUST2CODE.COM

The post Copy Field Value from One Entity To Another using Plugin in mscrm 2011 2013 appeared first on Microsoft Dynamics 365 Blog.

SOURCE : JUST2CODE.IN
Subscribe to our YouTube channel : https://www.youtube.com/user/TheRussell2012

The post Plugin Tutorial 2 : Update and set “currency and date type” field Value On Create Of Record [ Basic Plugin ] in MS CRM 2011 2013 appeared first on Microsoft Dynamics 365 Blog.

THIS PLUGIN SIMPLY UPDATE AN FIELD (SINGLE  LINE OF TEXT) VALUE TO AN GIVEN VALUE ON CREATION OF NEW RECORD :

There are few things to do before writing your code follow the steps:

---

using System;

CLICK THE LINK TO SEE HOW TO BUILD .DLL FILE AND CONNECTION IN PLUGIN REGISTRATION TOOL

REGISTER NEW ASSEMBLY

BROWSE DLL FILE 

AFTER REGISTRATION 

NOW REGISTER NEW STEP (WHEN THE PLUGIN WILL FIRE)

WE WANT THE PLUGIN TO FIRE  ON CREATE OF NEW FORM

DONE

The post Plugin Tutorial 1 : Update ” Single Line Of Text ” field Value On Create Of Record [ Basic Plugin ] in MS CRM 2011 2013 appeared first on Microsoft Dynamics 365 Blog.