Welcome in Dynamics World: Part-4 Plugins

In my previous blog, I had explained about Javascript and business rule. Part 3

In this blog, I will try to focus on Plugin.

I am assuming you have some basic idea of C#.

A plug-in is custom business logic (code) that you can integrate with Microsoft Dynamics 365 (online & on-premises) to modify or augment the standard behavior of the platform. Another way to think about plug-ins is that they are handlers for events fired by Microsoft Dynamics 365. You can subscribe, or register, a plug-in to a known set of events to have your code run when the event occurs.

Event execution pipeline

 The event execution pipeline processes events either synchronously or asynchronously. The platform core operation and any plug-ins registered for synchronous execution are executed immediately

Regardless of whether a plug-in executes synchronously or asynchronously, there’s a two-minute time limit imposed on the execution of a (message) request. If the execution of your plug-in logic exceeds the time limit, a System.TimeoutException is thrown. If a plug-in needs more processing time than two minutes, consider using a workflow or other background process to accomplish the intended task. This two-minute time limit applies only to plug-ins registered to execute under partial trust, also known as the sandbox.

Pipeline stages

The event pipeline is divided into multiple stages, of which 4 are available to register custom developed or 3rd party plug-ins. Multiple plug-ins that are registered in each stage can be further be ordered (ranked) within that stage during plug-in registration.

Event	Stage name	Stage number	Description
Pre-Event	Pre-validation	10	Stage in the pipeline for plug-ins that are to execute before the main system operation. Plug-ins registered in this stage may execute outside the database transaction.  Security Note The pre-validation stage occurs prior to security checks being performed to verify the calling or logged on user has the correct permissions to perform the intended operation.
Pre-Event	Pre-operation	20	Stage in the pipeline for plug-ins that are to execute before the main system operation. Plug-ins registered in this stage are executed within the database transaction.
Platform Core Operation	MainOperation	30	In-transaction main operation of the system, such as create, update, delete, and so on. No custom plug-ins can be registered in this stage. For internal use only.
Post-Event	Post-operation	40	Stage in the pipeline for plug-ins which are to execute after the main operation. Plug-ins registered in this stage are executed within the database transaction.

Prerequisites

Install Visual studio with .net framework 4.5.2

Download Dynamics CRM SDK(https://www.microsoft.com/en-in/download/details.aspx?id=50032)

Install CRMSDKTemplates (SDK-Templates)

Demo

Open visual studio and select new project.

Select “CRM Developer Extensions” from template and 4.5.2 framework then select “CRM Plug-in Project”.

Than select target SDK version. And click Create Project.

Add new class in your solution.

Add namespaces

using Microsoft.Xrm.Sdk

using Microsoft.Xrm.Sdk.Query;

using System.Runtime.Serialization;

Add access modifier “Public” before class and Inherit Interface “IPlugin”

public class Myclass:IPlugin

Implement IPlugin interface.

public class Myclass:IPlugin

    {

        public void Execute(IServiceProvider serviceProvider)

        {

            throw new NotImplementedException();

        }

    }

Now you need to create object of Trace and service interface.

public class Myclass:IPlugin

    {

        public void Execute(IServiceProvider serviceProvider)

        {

            try

            {

                ITracingService trace = (ITracingService)serviceProvider.GetService(typeof(ITracingService));

                // Obtain the execution context from the service provider.

                IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));

                // Obtain the organization service reference.

                IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));

                IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);

                Entity entity=null;

                // The InputParameters collection contains all the data passed in the message request.

                if (context.InputParameters.Contains("Target") &&context.InputParameters["Target"] is Entity)

                {

                    // Obtain the target entity from the input parameters.

                   entity = (Entity)context.InputParameters["Target"];

                }

                // The InputParameters collection contains all the data passed in the message request.

                if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is EntityReference)

                {

                    // Obtain the target entity from the input parameters.

                    EntityReference entityReference = (EntityReference)context.InputParameters["Target"];

                    entity = service.Retrieve(entityReference.LogicalName, entityReference.Id,new ColumnSet(true));

                }

                if(entity!=null)

                {

//Do your work

                }

            }

            catch(Exception ex)

            {

                throw new InvalidPluginExecutionException(ex.Message);

            }

        }

    }

These are the basic code needs in most of plugins.

In //Do your work section you can use your custom logic like update, assign validation etc.

Use trace.Trace(“your message”); to add message like console.write(“”) in console application. It will help you to get information when your plugin throw exception.

 

Pre and post entity images

PreEntityImages and PostEntityImages contain snapshots of the primary entity's attributes before (pre) and after (post) the core platform operation.

Registering for pre or post images to access entity attribute values results in improved plug-in performance as compared to obtaining entity attributes in plug-in code through RetrieveRequest or RetrieveMultipleRequest requests.

if (context.PreEntityImages.Contains("PreImage") && context.PreEntityImages["PreImage"] is Entity)

                    {

                        // Obtain the target entity from the Pre Image parameters.

                        Entity preImageEntity = (Entity)context.PreEntityImages["PreImage"];

                    }

                    if (context.PostEntityImages.Contains("PostImage") && context.PostEntityImages["PostImage"] is Entity)

                    {

                        // Obtain the target entity from the Post Image parameters.

                        Entity postImageEntity = (Entity)context.PostEntityImages["PostImage"];

                    }

 

Pass data between plug-ins

The name of the parameter that is used for passing information between plug-ins is SharedVariables. This is a collection of key\value pairs. At run time, plug-ins can add, read, or modify properties in the SharedVariables collection. This provides a method of information communication among plug-ins.

Adding shared variable value: -

context.SharedVariables.Add("variableName",”variableValue”);

Getting value from shared variable: -

String sharedVariableValue = context.SharedVariables["variableName"]);

Impersonation in plug-ins

Impersonation is used to execute business logic (custom code) on behalf of a Microsoft Dynamics 365 system user to provide a desired feature or service for that user. Any business logic executed within a plug-in, including Web service method calls and data access, is governed by the security privileges of the impersonated user.

One method to impersonate a system user within a plug-in is by specifying the impersonated user during plug-in registration.

Second method to impersonate plugin via code in Plugin.

   IOrganizationService service = serviceFactory.CreateOrganizationService(new Guid(“impersonated user Guid”));

Note: -  Impersonation in plug-ins is not supported while in offline mode.

Register and Deploy Plug-Ins

 Make sure your plugin should have Private or Public key.

After you have done with your code. Now time to deploy your plugin in Dynamics CRM.

So build your visual studio solution(Ctrl+Shift+b).

Now go to your project->bin->debug folder and check your assembly is created or not. There should have your plugin assembly(dll).

Now open plugin registration tool and select “Register new Assembly”.

Now select your assembly and click on “Register Selected plugin”.

Now right click on your assembly and select “Register new Step”.

Now provide all required information like message name, primary entity etc. and click on “Register New Step”.

After adding step,  you can register Image in your step.
Now run your event like create/update/delete etc. and enjoy your plugin !!

Supported Execution Mode: -

Plugin Stage	Synchronous	Asynchronous
Pre validation	Yes	No
Pre Operation	Yes	No
Post Operation	Yes	Yes

Supported Images in Plugin: -

  

Message	Stage	Pre-Image	Post-Image
Create	PRE	No	No
Create	POST	No	Yes
Update	PRE	Yes	No
Update	POST	Yes	Yes
Delete	PRE	Yes	No
Delete	POST	Yes	No

If plugin register in Sync mode than it will rollback if error occurred, but it will not rollback if plugin register in Async mode.

In next blog, I will explain about Custom Workflow.

Share your feedback.

Dynamics CRM: Clone Record

In Dynamics CRM sometime, we need to create copy of any record.

In other software like Sibel, Axapta, Navision have built in functionality to copy any record, but  Dynamics CRM lack of this.

Here I will demonstrate how you can copy any record of any entity on just single click.

For this you need to just import given solution. DownloadLink.

In my example I am taking Account for demo.

Demo:-

1. In below you can see a button name “CLONE” and owner is “Veronica Quek (Sample Data)”.

2.   When click on CLONE button it will start the process and you will see a loading screen.

        3. After creation of clone record. New record will display instead of older record. In below image owner is my name so it’s showing new record.

If you want to get this process you need to add custom button on your required entity need to call “CloneRecord” function of “$webresource:sav_/script/cloneRecord.js” Javascript library.

Limitation:-

1. This solution works only for current record. If you need to also clone its child record or notes etc. You need to extend this solution.

2. I am taking some fields which will not take participate in clone process.

          Below is excluded field list.

statecode|createdon|ticketnumber|ownerid|modifiedon|modifiedby|statuscode|owningbusinessunit|createdby|owninguser|address1_addressid|address2_addressid|address3_addressid.

Note:- If you found any error while cloning your record you might need to extend this field list.

Please share your feedback.

Dynamics CRM: Speech control

Here I will demonstrate how we can use our speech/microphone to create note in Dynamics CRM.

Due to technologies these days we are becoming so lazy that we are not loving to type our notes. It will be better if we just speak in mic and Dynamics CRM start capturing our voice and write notes for us.

Configuration: -

You just need to download and install this solution.

After installing the solution add one html web resource(sav_/ws/StoT.html) to your form where you want your speech to text control should work

Working: -

Here I am taking example to Case entity.

I have added my web resource in case form.

After adding this web resource When you open case form you will see Speech control with three icons and one text box. And status would be Waiting.

 Now you need to click on mic button to start voice capturing. Browser will ask your permission to allow mic. You need to allow your dynamics CRM site for this. Now it status will changed to Started.

Now you need to speak in microphone, so control can write text in specified textbox. Voice needs to loud and clear.  😊

After completion you need to click on save note icon. It will create note with current record in regarding.

If you make any mistake or control makes any mistake correct text content before saving.

Now status changed to Note saved.

If you are willing to pause your speech for a while, needs to click on Pause recording icon.

Now its status changed to Paused.

Limitation ☹ : -

This solution use browser capability to capture your speech.  But Internet Explorer do not have this feature, so this solution will not work in internet explorer browser. I have tested this solution in Chrome.

Please share your feedback !!