Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Source of creation/Event in Plugin

Posted on by

Hi,

I need to write a post event plugin on create of opportunity which behaves differently based on source of creation.

For ex, if the opportunity is created by import job, a new folloup is required and if the opportunity is created by web api, a different folloup is required. And if opportunity is created from normal form UI, no folloup is required

Is this possible in CRM? Please advice

*This post is locked for comments

  • Goutham A Profile Picture
    Goutham A on at
    RE: Source of creation/Event in Plugin

    Thanks Goutam.We thought of this solution but is not feasible in our ennvironment .Import files and  service comes from external systems and cannot be modified.

    Please let me know if there is any way to identify this inside plugin code.

  • Suggested answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: Source of creation/Event in Plugin

    Hi ,

    I am not sure is there any way to identify the record creation source for any entity or opportunity .

    As an alternate I would prefer create a custom option set field(Values : Form,API,Import) and make it mandatory so that for each opportunity creation add option set value.

    In the plugin you can get the value from entity information and do your operation based on predefined optionset value.

    Hope this helps.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans