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CREATE DYNAMICS CRM PLUGIN TO ASSIGN A dummy customer DURING CASE Creation

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Posted on by gopichandana1

Need to add the cases to dummy customer when ever the customer open the new cases

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Pradeep Rai 5,480 Super User 2024 Season 2 on at

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CREATE DYNAMICS CRM PLUGIN TO ASSIGN A dummy customer DURING CASE Creation

You can write Power Automate like below:

Other option is workflow like below:
Suggested answer

pavanmanideep 1,329 on at

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CREATE DYNAMICS CRM PLUGIN TO ASSIGN A dummy customer DURING CASE Creation

Hi,

You can use this piece of code for your requirement..

using System;
using Microsoft.Xrm.Sdk;

namespace YourNamespace
{
public class AssignCaseToDummyCustomerPlugin : 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));

// Check if the plugin is triggered by the creation of a new case
if (context.InputParameters.Contains("Target") &&
context.InputParameters["Target"] is Entity &&
context.PrimaryEntityName == "incident" &&
context.MessageName == "Create")
{
// Get the new case record
Entity newCase = (Entity)context.InputParameters["Target"];

// Check if the case has a customer (account/contact) associated with it
if (newCase.Attributes.Contains("customerid"))
{
// Get the customer id
EntityReference customerRef = (EntityReference)newCase.Attributes["customerid"];

// Check if the customer is a contact
if (customerRef.LogicalName == "contact")
{
// Obtain the organization service
IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);

// Update the case to assign it to the dummy customer
Entity updatedCase = new Entity("incident");
updatedCase.Id = newCase.Id;
updatedCase["customerid"] = new EntityReference("account", Guid.Parse("YOUR_DUMMY_CUSTOMER_ID_HERE"));

service.Update(updatedCase);
}
}
}
}
}
}

Hope this helps..

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PMDY