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Microsoft Dynamics CRM (Archived)

Can we map

Posted on by Microsoft Employee

I have created a custom entity which shares a relationship with the Account entity.

I have a number of fields on my custom entity  Location Assignment form such as ZipCode(Single text),  Role(Option Set),  Country(Lookup) etc. Pretty much the same fields as in the Account entity.

my Scenario is:

On Create of Account record, query the “Location Assignment” entity with the values provided in the Zip Code, Role and Country and get the User and assign this record to that user.

If you find more than one record with the same combination, take the first record. If you don’t find any match take the User from configuration entity and assign that user by default..

Is this possible by implementing plugin code?

Thanks in advance

Chinnaiah

*This post is locked for comments

  • Suggested answer
    Pawar Pravin  Profile Picture
    Pawar Pravin 5,227 on at
    RE: Can we map

    Hi Chinnaiah,

    This is as mentioned as straight forward requirement.

    Yeah you can use plugin to achieve this functionality.

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: Can we map

    Hello,

    Yes. This is possible using plugins.

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