Cloning Records in Plugin

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Hello All,

I have requirement

Opportunity -> Opportunity Product (1:N)

In Opportunity we have Opportunity Product sub-grid.

But once Currency in Opportunity is set and Opportunity Products are added then Currency of Opportunity cannot be changed (Agree -> By design we cannot modify Opportunity currency since its associated records are in previously set currency)

Actual Requirement :

In order to change the currency we need to delete all Opportunity Product records associated with the Opportunity and then change currency of the Opportunity.(So its very cumbersome)

We need to Clone records of Opportunity Products with updated currency at once when currency is changed.(and of course delete previously created Opportunity Product records with old currency)

Please note that in the error pops-up as shown below in In-Operation stage of Event execution pipeline as this CRM side validation.(My assumption). Thus we cannot register any Plugin in Post-Operation stage.

6644.Error.png

Please help me out how to implement this scenario.

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Aric Levin - MVP 30,190 Moderator on at

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One thing that you might be able to do here is create an action (let's say it's called Change Currency).

You pass the new currency to the action via JavaScript which executes the Action code.

The action code would then clone the Product records with the new currency, and after they are created, delete/deactivate the old ones.

Once the old records are removed, you should probably be able to modify the Currency via the Plugin (Action) code.

Hope this helps.

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khoait 450 on at

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Hi. I would try following approaches:

1. Use custom action

Create a custom action for Opportunity entity which takes a Currency (Entity or EntityReference) as a parameter.

Add a conditional step, to check for any valid conditions to run.

Add a step to create a new Opportunity with fields values copied from the current Opportunity.

Add a step to delete/deactivate the current Opportunity.

Create a dialog process for user to select the new Currency, and call the action with the selected currency passed to the action at the end of the dialog.

User can then run the dialog using Start Dialog command in the form. Or you may want to create a custom command which calls the dialog directly.

For the custom command refer this post: https://ribbonworkbench.uservoice.com/knowledgebase/articles/71374-1-getting-started-with-the-ribbon-workbench#Adding_a_button_to_the_Ribbon

For calling dialog script, refer this post: dynamicscrmpros.com/open-dialog-process-microsoft-dynamics-crm-2013-using-javascript

2. Use Plugin

Create a plugin on Pre-validation Update message for Opportunity entity, filter for Currency attribute change.

Create a Pre Entity Image, include attributes. This image will be used to get the "before-update" Currency.

Get "before-update" record and "updating" record:

Entity preImage = (Entity)context.PreEntityImages["PreImage"]; Entity entity = (Entity)context.InputParameters["Target"]; EntityReference oldCurrency = (EntityReference)preImage["transactioncurrencyid"]; EntityReference newCurrency = (EntityReference)entity["transactioncurrencyid"];

Apply more logic as needed, and use SDK messages to create new Opportunity with fields copied from the current one, delete/deactivate the current one

Then you'll want to cancel the Update event, and show a message that a new Opportunity has been created.

throw new InvalidPluginExecutionException("A new Opportunity has been cloned");

Each approach has good and bad things, they depend on your requirements.

Hope it helps.

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Cloning Records in Plugin

1. Use custom action

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1. Use custom action

2. Use Plugin

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