Dynamics Community Forum Thread Details

New to Plugins / C# coding- followed this tutorial and worked perfectly.

Tutorial: Write and register a plug-in (Microsoft Dataverse) - Power Apps | Microsoft Learn

I want to modify the code though to add multiple tasks instead of just one. and create them when a drop-down column value changes in an account instead of when a new account is created

Original Business logic that works

try
{
// Create a task activity to follow up with the account customer in 7 days.
Entity followup = new Entity("task");

followup["subject"] = "Send e-mail to the new customer.";
followup["description"] =
"Follow up with the customer. Check if there are any new issues that need resolution.";
followup["scheduledstart"] = DateTime.Now.AddDays(7);
followup["scheduledend"] = DateTime.Now.AddDays(7);
followup["category"] = context.PrimaryEntityName;

// Refer to the account in the task activity.
if (context.OutputParameters.Contains("id"))
{
Guid regardingobjectid = new Guid(context.OutputParameters["id"].ToString());
string regardingobjectidType = "account";

followup["regardingobjectid"] =
new EntityReference(regardingobjectidType, regardingobjectid);
}

// Create the task in Microsoft Dynamics CRM.
tracingService.Trace("FollowupPlugin: Creating the task activity.");
service.Create(followup);
}

catch (FaultException<OrganizationServiceFault> ex)
{
throw new InvalidPluginExecutionException("An error occurred in FollowUpPlugin.", ex);
}

catch (Exception ex)
{
tracingService.Trace("FollowUpPlugin: {0}", ex.ToString());
throw;
}
}
throw new NotImplementedException();
}
}
}

NEW - Add Multiple tasks - not just one - where / how do I add this code?

Entity followup = new Entity("task");

// Refer to the account in the task activity.

followup["subject"] = "Call the new customer.";
followup["description"] =
"Follow up with the customer. Call them back";
followup["scheduledstart"] = DateTime.Now.AddDays(7);
followup["scheduledend"] = DateTime.Now.AddDays(7);
followup["category"] = context.PrimaryEntityName;

followup["subject"] = "Create customer portfolio .";
followup["description"] =
"Create portfolio for customer";
followup["scheduledstart"] = DateTime.Now.AddDays(5);
followup["scheduledend"] = DateTime.Now.AddDays(5);
followup["category"] = context.PrimaryEntityName;

followup["subject"] = "Begin Presentation.";
followup["description"] =
"Create sales deck.";
followup["scheduledstart"] = DateTime.Now.AddDays(7);
followup["scheduledend"] = DateTime.Now.AddDays(7);
followup["category"] = context.PrimaryEntityName;

What do I have to change to get this to trigger when a value is updated instead of when a record is created?

Thank you.

Categories:

Dynamics 365 general

Power Platform integration