Looking assistance creating a plugin/plugins RRS feed

  • Question

  • Hello all

    This is my first attempt at creating a plugin for dynamics crm. just looking for a few pointers.

    Scenario as follows:

    There are 2 entities

    Contact link: has contact and opportunity

    Company link: has company and opportunity.

    what im looking to achieve is when a contact link is created i need a plugin to check whether the contacts company is in the company link entity, if not then create that link else do nothing

    hope this makes sense


    Wednesday, October 23, 2013 8:42 AM

All replies

  • If I assume Contact Link is separate entity, then you need to create a plugin step on Contact Link Entity with following details, in the plugin code you can get the Context and check your logic accordingly.


    Primary Entity: Contact Link

    Secondary Entity: None

    Context: Calling User

    Stage of Execution: Pre operation

    Execution Mode: Synchronous

    Thursday, October 24, 2013 10:17 PM