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Hi,
I have a requirement where there should be duplicate check done on case entity for First name and last name and based on the value, if its a duplicate then a new activity needs to be created and if its not a duplicate, then a new contact and new activity needs to be created. Can someone help me with the code for this?
Thanks in Advance,
JB
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Thanks a lot Kokulan, this really helps me :)
Hi
Please see an example of how you could check dups and create contact/activity.
using System;
using System.ServiceModel;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
namespace CrmVSSolution.Plugins
{
/// <summary>
/// PostOperationincidentCreate Plugin.
/// </summary>
public class PostOperationincidentCreate: PluginBase
{
public PostOperationincidentCreate(string unsecure, string secure): base(typeof(PostOperationincidentCreate)){}
protected override void ExecuteCrmPlugin(LocalPluginContext localContext)
{
if (localContext == null)
{
throw new InvalidPluginExecutionException("localContext");
}
Entity entCase = (Entity)localContext.PluginExecutionContext.InputParameters["Target"];
// if FN or LN is not set on the case, dont continue
if (!entCase.Attributes.Contains("new_firstname") || !entCase.Attributes.Contains("new_lastname"))
return;
if (!DuplicatesExist(entCase, localContext.OrganizationService))
{
// No Duplicate found
// Create contact
Entity contact = new Entity();
contact.LogicalName = "contact";
contact["firstname"] = entCase["new_firstname"];
contact["lastname"] = entCase["new_lastname"];
localContext.OrganizationService.Create(contact);
// Create activity
Entity task = new Entity("task");
task["subject"] = "Test Task";
task["description"] = "Testing";
task["regardingobjectid"] =entCase.ToEntityReference();
localContext.OrganizationService.Create(task);
}
else
{
// Duplicates Found
// Create activity
Entity task = new Entity("task");
task["subject"] = "Test Task";
task["description"] = "Testing";
task["regardingobjectid"] = entCase.ToEntityReference();
localContext.OrganizationService.Create(task);
}
}
private bool DuplicatesExist(Entity entCase, IOrganizationService CrmService)
{
var QEincident = new QueryExpression("incident");
QEincident.ColumnSet.AddColumns("title", "ticketnumber", "createdon", "incidentid");
QEincident.Criteria.AddCondition("new_firstname", ConditionOperator.Equal, entCase["new_firstname"]);
QEincident.Criteria.AddCondition("new_lastname", ConditionOperator.Equal, entCase["new_lastname"]);
return CrmService.RetrieveMultiple(QEincident).Entities.Count > 1;
}
}
}
Yes Kokulan, it would be great, if you could help me with some sample codes :)
You will have to create a plugin that triggers OnCreate (Post Op) of the case that does the following
01. In the plugin, query the Case Entity with the current case's FN & LN as filter and check the number of records returned.
02. If it returns more than one, that confirms you have duplicates. if there is only 1, means there are no duplicates.
03. You can now do whatever you want to do based on number of records returned. If the returned records count =1, create new contact and activity. And if the count > 1, create new activity.
Let me know if you need any code examples.
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