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Hello everyone,
I have requirement to write plugin that check duplicate contact on creation of some custom record .
scenario is when some x record created with name ,email id and contact based on this value need to check existing contact, if present then check related lead for contact and update, if no contact then create contact and lead based on x record value .
Can any one help on this how please.
Thank you in advance !
Thank you so much Steve!!
Hi Beginner Developer,
Please try this:
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using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Threading.Tasks;
using System.ServiceModel;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
namespace CheckContact
{
public class checkContact : IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{
// Obtain the tracing service
ITracingService tracingService =
(ITracingService)serviceProvider.GetService(typeof(ITracingService));
// Obtain the execution context from the service provider.
IPluginExecutionContext context = (IPluginExecutionContext)
serviceProvider.GetService(typeof(IPluginExecutionContext));
// 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 = (Entity)context.InputParameters["Target"];
// Obtain the organization service reference which you will need for
// web service calls.
IOrganizationServiceFactory serviceFactory =
(IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
try
{
if (entity.LogicalName == "cr32a_person")
{
string email = entity.GetAttributeValue("cr32a_email");
string firstName = entity.GetAttributeValue("cr32a_firstname");
string lastName = entity.GetAttributeValue("cr32a_lastname");
var contactQuery = new QueryExpression
{
EntityName = "contact",
ColumnSet = new ColumnSet(true),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "emailaddress1",
Operator = ConditionOperator.Equal,
Values = { email }
}
,
new ConditionExpression
{
AttributeName = "firstname",
Operator = ConditionOperator.Equal,
Values = { firstName }
},
new ConditionExpression
{
AttributeName = "lastname",
Operator = ConditionOperator.Equal,
Values = { lastName }
}
}
}
};
var contacts = service.RetrieveMultiple(contactQuery).Entities;
if (null != contacts)
{
if (contacts.Count > 0)
{
foreach (var contact in contacts)
{
var leadQuery = new QueryExpression
{
EntityName = "lead",
ColumnSet = new ColumnSet(true),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "parentcontactid",
Operator = ConditionOperator.Equal,
Values = { contact.GetAttributeValue("contactid") }
}
}
}
};
var leads = service.RetrieveMultiple(leadQuery).Entities;
Console.WriteLine(leads.Count);
}
}
else if (contacts.Count == 0)
{
//create contact and lead
}
}
}
}
catch (FaultException ex)
{
throw new InvalidPluginExecutionException("An error occurred in FollowUpPlugin.", ex);
}
catch (Exception ex)
{
tracingService.Trace("FollowUpPlugin: {0}", ex.ToString());
throw;
}
}
}
}
}
Thank You Steve!
This was really helpful ,i need to check even existing lead with the contact details if contact found .
this works great !!
Hi Beginner Developer,
I'm not sure where you are stuck. However, this is my test code to check existing contact:
using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Threading.Tasks;
using System.ServiceModel;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
namespace BasicPlugin
{
public class FollowupPlugin : IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{
// Obtain the tracing service
ITracingService tracingService =
(ITracingService)serviceProvider.GetService(typeof(ITracingService));
// Obtain the execution context from the service provider.
IPluginExecutionContext context = (IPluginExecutionContext)
serviceProvider.GetService(typeof(IPluginExecutionContext));
// 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 = (Entity)context.InputParameters["Target"];
// Obtain the organization service reference which you will need for
// web service calls.
IOrganizationServiceFactory serviceFactory =
(IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
try
{
if (entity.LogicalName == "cr32a_person")
{
string email = entity.GetAttributeValue("cr32a_email");
string firstName = entity.GetAttributeValue("cr32a_firstName");
string lastName = entity.GetAttributeValue("cr32a_lastname");
var contactQuery = new QueryExpression
{
EntityName = "contact",
ColumnSet = new ColumnSet("contactid"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "emailaddress1",
Operator = ConditionOperator.Equal,
Values = { email }
},
new ConditionExpression
{
AttributeName = "firstname",
Operator = ConditionOperator.Equal,
Values = { firstName }
},
new ConditionExpression
{
AttributeName = "lastname",
Operator = ConditionOperator.Equal,
Values = { lastName }
}
}
}
};
var contacts = service.RetrieveMultiple(contactQuery).Entities;
if (null != contacts) {
if (contacts.Count > 0)
{
//update lead
}else if(contacts.Count == 0)
{
//create contact and lead
}
}
}
}
catch (FaultException ex)
{
throw new InvalidPluginExecutionException("An error occurred in FollowUpPlugin.", ex);
}
catch (Exception ex)
{
tracingService.Trace("FollowUpPlugin: {0}", ex.ToString());
throw;
}
}
}
}
}
You could have a try. If you tell me where you are stuck, I would provide further help.
Hi Steve ,
I need to use plugin .
Thank you
Hi Beginner Developer,
Do you mind using Power Automate? What did you do and where are you stuck?
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