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  • Question

  • Posted previous message to wrong forum

    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 11:28 AM

All replies

  • Have you thought of have one entity of customer link with three lookups contact, account and opportunity. It might make things simpler

    Regards Faisal

    Wednesday, October 23, 2013 4:11 PM
  • Hello,

    I am agree with Faisal, unless you have a specific reason to create two entities.

    For plugin development you can refer SDK it has sample code to learn.

    The process will be write a create plugin on contact link, get contact entity from entity property bag, retrieve contact's company based on contact id and then compare company link, if not found write create message.

    HTH


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    Wednesday, October 23, 2013 4:28 PM
    Moderator
  • Another advantage of using one entity would be that you don't need a plugin. Workflow will do the job for you.


    Regards Faisal

    Thursday, October 24, 2013 2:54 PM