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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

    Glyn

    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.

    Message:Create

    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