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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Retrieve plug-in does ...
Microsoft Dynamics CRM (Archived)

Retrieve plug-in does not run when opening a record

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Posted on by Community Member

I'm writing a plug-in for Dynamics CRM Online 2015 which will be triggered to run every time the user clicks on an account. However, when I clicked on an account to go the account detail page, the plug-in didn't run. Here's my setup

CRM-ask-2.JPG

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  • Suggested answer
    Aiden Kaskela Profile Picture
    Aiden Kaskela 19,696 on at
    RE: Retrieve plug-in does not run when opening a record

    Hi,

    All the settings on your plugin registration are right (they all look right at least). You should probably check all your code - maybe throw an exception on the first line of the plugin so you can see if it's getting in there. In my experience, the plugin will be registered fine but a bug makes it look like it isn't firing.

    Thanks,

     Aiden

  • Community Member Profile Picture
    Community Member on at
    RE: Retrieve plug-in does not run when opening a record

    Thanks for the quick reply. I tried to test my plug-in code by registering the plug-in as "Update" on "Account" with field "Account Name" and when I clicked on an account, changed the "Account Name" -> plug-in was firing. So I think my code works. However, I still need the plug-in to be fired when the users click on an Account :(

  • Aiden Kaskela Profile Picture
    Aiden Kaskela 19,696 on at
    RE: Retrieve plug-in does not run when opening a record

    Would you mind posting your plugin code? I want to try and run through it on my environment.

    Thanks,

     Aiden

  • Community Member Profile Picture
    Community Member on at
    RE: Retrieve plug-in does not run when opening a record

    Sure. Here it is:

    Response.cs class

    using System.Runtime.Serialization;

namespace PROSPlugin
{
    [DataContract]
    public class Response
    {
        [DataMember(Name = "responseID")]
        public string ResponseID { get; set; }
        [DataMember(Name = "timestamp")]
        public string Timestamp { get; set; }
        [DataMember(Name = "type")]
        public string Type { get; set; }
        [DataMember(Name = "context")]
        public Context Context { get; set; }
        [DataMember(Name = "data")]
        public Data Data { get; set; }
    }

    [DataContract]
    public class Context
    {
        [DataMember(Name = "tenant")]
        public string Tenant { get; set; }
        [DataMember(Name = "maxLimit")]
        public int MaxLimit { get; set; }
        [DataMember(Name = "minRevenue")]
        public long MinRevenue { get; set; }
        [DataMember(Name = "states")]
        public string States { get; set; }
        [DataMember(Name = "scope")]
        public string Scope { get; set; }
    }

    [DataContract]
    public class Data
    {
        [DataMember(Name = "opportunities")]
        public PAO[] Opportunities { get; set; }
        [DataMember(Name = "summary")]
        public Summary Summary { get; set; }
    }

    [DataContract]
    public class PAO
    {
        [DataMember(Name = "scope")]
        public Scope Scope { get; set; }
        [DataMember(Name = "opportunityId")]
        public string OpportunityId { get; set; }
        [DataMember(Name = "status")]
        public string Status { get; set; }
        [DataMember(Name = "opportunityType")]
        public string OpportunityType { get; set; }
        [DataMember(Name = "revenuePotential")]
        public long RevenuePotential { get; set; }
    }

    [DataContract]
    public class Scope
    {
        [DataMember(Name = "accountID")]
        public string AccountID { get; set; }
        [DataMember(Name = "productGroup")]
        public string ProductGroup { get; set; }
    }

    [DataContract]
    public class Summary
    {
        [DataMember(Name = "revenuePotential")]
        public long RevenuePotential { get; set; }
    }
}


    ImportPAOsPlugin.cs

    using System;
using System.Net;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Threading.Tasks;
using System.Runtime.Serialization;
using System.Runtime.Serialization.Json;

// Microsoft Dynamics CRM namespace(s)
using Microsoft.Xrm.Sdk;

namespace PROSPlugin
{
    public class ImportPAOsPlugin : IPlugin
    {
        static string subscriptionKey = "47efbf9794ee4f3daf866a843051b40d";

        public void Execute(IServiceProvider serviceProvider)
        {
            // Extract the tracing service for use in debugging sandboxed plug-ins
            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"];

                // Verify that the target entity represents an account.
                // If not, this plug-in was not registered correctly
                if (entity.LogicalName != "account")
                    return;

                // Obtain the organization service reference
                IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
                IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);

                try
                {
                    string paosRequest = CreateRequest("Honda");
                    Response opportunititesResponse = MakeRequest(paosRequest);

                    int PAONum = opportunititesResponse.Data.Opportunities.Length;

                    for (int i = 0; i < PAONum; i++)
                    {
                        PAO paoResponse = (PAO)opportunititesResponse.Data.Opportunities[i];

                        // Create a new PAO entity
                        Entity pao = new Entity("new_pao");

                        pao["new_name"] = paoResponse.Scope.ProductGroup;
                        pao["new_accountid"] = paoResponse.Scope.AccountID;
                        pao["new_productgroup"] = paoResponse.Scope.ProductGroup;
                        pao["new_status"] = paoResponse.Status;
                        pao["new_opportunityid"] = paoResponse.OpportunityId;
                        pao["new_opportunitytype"] = paoResponse.OpportunityType;
                        pao["new_revenuepotential"] = new Money(paoResponse.RevenuePotential);
                        pao["new_revenuepotentialstring"] = paoResponse.RevenuePotential.ToString();

                        // Create the PAO in Microsoft Dynamics CRM
                        tracingService.Trace("ImportPAOsPlugin: Creating the PAO.");
                        service.Create(pao);
                    }
                }

                catch (Exception ex)
                {
                    tracingService.Trace("ImportPAOsPlugin Error: {0}", ex.ToString());
                    throw;
                }
            }
        }

        public static string CreateRequest(string accountID)
        {
            string UrlRequest = "prospaodev.azure-api.net/.../prescriptive-actions-summary" +
                                    accountID +
                                    "&subscription-key=" +
                                    subscriptionKey;
            return (UrlRequest);
        }

        public static Response MakeRequest(string requestUrl)
        {
            try
            {
                HttpWebRequest request = WebRequest.Create(requestUrl) as HttpWebRequest;
                using (HttpWebResponse response = request.GetResponse() as HttpWebResponse)
                {
                    if (response.StatusCode != HttpStatusCode.OK)
                        throw new Exception(String.Format(
                        "Server error (HTTP {0}: {1}).",
                        response.StatusCode,
                        response.StatusDescription));
                    DataContractJsonSerializer jsonSerializer = new DataContractJsonSerializer(typeof(Response));
                    object objResponse = jsonSerializer.ReadObject(response.GetResponseStream());
                    Response jsonResponse
                    = objResponse as Response;
                    return jsonResponse;
                }
            }
            catch (Exception e)
            {
                Console.WriteLine(e.Message);
                return null;
            }
        }
    }
}
  • Verified answer
    Community Member Profile Picture
    Community Member on at
    RE: Retrieve plug-in does not run when opening a record

    I figured out why. For the Retrieve message the right parameter to check is BusinessEntity inside OutputParameters.

    IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));

Entity entity;

if (context.OutputParameters.Contains("BusinessEntity") &&

context.OutputParameters["BusinessEntity"] is Entity)
{
    entity = (Entity)context.OutputParameters["BusinessEntity"];
}
else
{
    return;
}


  • Aiden Kaskela Profile Picture
    Aiden Kaskela 19,696 on at
    RE: Retrieve plug-in does not run when opening a record

    Hi,

    Sorry I wasn't helpful, I'm glad you figured it out.

    Thanks,

    Aiden

  • Community Member Profile Picture
    Community Member on at
    RE: Retrieve plug-in does not run when opening a record

    Thanks for the reply though. However, now my plug-in is fired multiple times when I click on an account. Any advice?

  • Aiden Kaskela Profile Picture
    Aiden Kaskela 19,696 on at
    RE: Retrieve plug-in does not run when opening a record

    Do you have any other code where you're restoring the account by ID? That would spawn a new retrieve event.

  • Community Member Profile Picture
    Community Member on at
    RE: Retrieve plug-in does not run when opening a record

    I don't use accountId anywhere in my code. Btw this is the plug-in was fired three times in a row (with the same depth = 1). If I set the Excution Mode from Sync to Async, the plug-in will be fired 6 times.

    CRM-ask-3.JPG

  • Community Member Profile Picture
    Community Member on at
    RE: Retrieve plug-in does not run when opening a record

    Hi,

    Did you find the solution for this. I've done the same thing and running it for three times even though the depth = 1. Mode = Sync

    Thanks,

    bnsp 

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