Create XML file Dynamics 365

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Posted on by Community Member

Hello everyone,

I am working on a project for a client. They want to have an xml file to be generated upon the change of a 'flag' for an entity's records, it should contain a snapshot of all the fields' values regardless of what changes. This file has to then be saved onto a server or a shared folder, ready to be retrieved from another plugin.

I am very new to CRM Development and I am hoping that you guys suggest what the best way to achieve this is.

I have experience with C# programming and a little bit of JavaScript. I have already tried to search on google or other forums without luck.

Hope this gives enough information, thank you.

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a33ik 84,331 Most Valuable Professional on at

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Hello,

You can start here - msdn.microsoft.com/.../gg328263.aspx

Do you have any specific questions?

One tip you should know - register your plugin without isolation because otherwise you will not have an access to file system.

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Aric Levin - MVP 30,190 Moderator on at

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As Andrew specified you can write a plugin (or possibly need an Action if this depending on how you are supposed to execute this process).

Create the Plugin

Within the plugin add code to create the Xml file and upload it or store it to the location where you need. Most of this will be general C# programming.

If you are using CRM Online, this logic might be somewhat different, since Plugins on CRM online run in isolated mode, so there is some functionality that cannot be achieved the same way as if it is running On-Premise.

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Community Member on at

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Thank you guys for your replies. I have one more question, how would I generate an xml file and save it to a server location? xml serializer and stream writer won't allow me for insufficient permissions.

Thank you again

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Aric Levin - MVP 30,190 Moderator on at

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Hi Christian,

If you are unable to use XmlWriter or Stream Writer, you can probably use XDocument or XmlDocument to generate your file

XDocument: msdn.microsoft.com/.../system.xml.linq.xdocument.aspx

XmlDocument: msdn.microsoft.com/.../system.xml.xmldocument.aspx

There should be plenty of samples on creating these two.

You can use either of the following ways to save the file to your server.

XmlDocument xdoc = new XmlDocument();

xdoc.LoadXml(xmlString);

xdoc.Save("PATH\xmlFile.xml");

File.WriteAllText("PATH\xmlFile.xml",xmlString);

Good luck.

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ashlega 34,477 on at

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Hi Christian,

since you are working with Dynamics Online(it seems), you'll actually have to store that file somewhere else - I don't think you can store it directly on the server (which is a MS-provided server dedicated to Dynamics. You would not have local permissions there)

If you need to pass it to another plugin later, attach that file as a note to an entity (maybe create a custom entity just for that)

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