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plugin creation to assign Lead automatically RRS feed

  • Question

  • Hi,

    i want to create a plugin that execute at Lead creation.

    i have a field on Lead entity named "Technology" and the same field on User entity.

    i want to assign the lead automatically to the user with same "Technology".

    for i.e. suppose i enter the value "Microsoft" in Technology field in Lead entity. and User 1 is also having Microsoft Technology. when i save the lead it automatically assign to User 1.

    Tuesday, August 4, 2015 6:37 AM

Answers

  • The Crm SDK documentation should provide all the information you need. If you have a specific problem, then it would help to post your code with it.

    You may need to review your data structures. Based on the information you provide, it would seem possible that 2 users could be related to the same Technology - what would you do in that scenario ? I'd suggest the relationship between the Technology and User entities should be the other way around - i.e. N:1 Technologies to Users, with a lookup field on the Technology entity to the User entity


    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    Tuesday, August 4, 2015 7:09 AM
    Moderator