web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Updating the field usi...
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

Updating the field using C# plugin

(0) ShareShare
ReportReport
Posted on by Ayush Solanki 30

32755.png

The scenario is :

In SaleOrder entity , i take 'orderId'  and 'Potential Customer' Name and concat it in 'name' field of same record. it work fine for create operation but not work for update operation. i register both step in pre-operation. 

Adding code for reference

using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using System;
using System.Collections.Generic;
using System.IdentityModel.Metadata;
using System.Linq;
using System.Security.Principal;
using System.Text;
using System.Threading.Tasks;
using System.Xml;

namespace CreateAndUpdate
{
public class OrderEntity : IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
ITracingService tracingService = (ITracingService)serviceProvider.GetService(typeof(ITracingService));

if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{
if (context.MessageName.ToLower() == "create")
{
Entity entity = (Entity)context.InputParameters["Target"];
{

var OrderId = entity.Attributes["ordernumber"].ToString();
string OrderIdOriginal = entity.GetAttributeValue<string>("ordernumber");

EntityReference Customer = (EntityReference)entity.Attributes["customerid"];
//Retriving customer Name based on a ID
var RetrviName = service.Retrieve(Customer.LogicalName, Customer.Id, new ColumnSet("name"));
//Getting Customer Name
var AccountName = RetrviName["name"].ToString();
var concat = OrderId + " " + AccountName;
entity.Attributes.Add("name", concat);
}
catch (Exception ex)
{
throw new InvalidPluginExecutionException(ex.Message);
}
}

else if (context.MessageName.ToLower() == "update")
{
//Entity entity = (Entity)context.InputParameters["Target"];
Entity entity = service.Retrieve("salesorder", context.PrimaryEntityId, new ColumnSet("ordernumber", "customerid"));
try
{

var OrderId = entity.Attributes["ordernumber"].ToString();
string OrderIdOriginal = entity.GetAttributeValue<string>("ordernumber");

EntityReference Customer = (EntityReference)entity.Attributes["customerid"];
//Retriving customer Name based on a ID
var RetrviName = service.Retrieve(Customer.LogicalName, Customer.Id, new ColumnSet("name"));
//Getting Customer Name
var AccountName = RetrviName["name"].ToString();

var concat = OrderId + " " + AccountName;

entity.Attributes.Add("name", concat );

}
catch (Exception ex)
{
throw new InvalidPluginExecutionException(ex.Message);
}
}
}
}
}
}

pastedimage1684066065798v2.png

pastedimage1684066131154v3.png

it work fine for create operation but not work for update operation
I have the same question (0)
  • Suggested answer
    XM-22040801-0 Profile Picture
    XM-22040801-0 11 on at

    Hi,

    Target contains only the modified fields.

    Target will be used by Dynamics to create/update your record in a pre-create/pre-update step: If you want to changes the data of the current record, do it in Target (like you do in Create message). In your code, you modify the record obtained by a retrieve, this record will not be updated by Dynamics.

    To avoid doing a retrieve (best practice), you can create a Pre-Image. Add the necessary fields (Order Number, Potential Customer) in the Pre-Image.

    To compute the name, look at the Target and Pre-Image. Example: If the user only change the Potential Customer, Target will not contains the Order number, so you need to get it from the Pre-Image.

    To learn more about Pre-Image: community.dynamics.com/.../pre-image-and-post-image-in-dynamics-crm

  • Ayush Solanki Profile Picture
    Ayush Solanki 30 on at

    The code is:

    using Microsoft.Xrm.Sdk;

    using Microsoft.Xrm.Sdk.Query;

    using System;

    using System.Collections.Generic;

    using System.IdentityModel.Metadata;

    using System.Linq;

    using System.Security.Principal;

    using System.Text;

    using System.Threading.Tasks;

    using System.Xml;

    namespace CreateAndUpdate

    {

       public class OrderEntity : IPlugin

       {

           public void Execute(IServiceProvider serviceProvider)

           {

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

               IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));

               IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);

               ITracingService tracingService = (ITracingService)serviceProvider.GetService(typeof(ITracingService));

               if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)

               {

                   if (context.MessageName.ToLower() == "create")

                   {

                       Entity entity = (Entity)context.InputParameters["Target"];

                       try

                       {

                           var OrderId = entity.Attributes["ordernumber"].ToString();

                           EntityReference Customer = (EntityReference)entity.Attributes["customerid"];

                           //Retriving customer Name based on a ID

                           var RetrviName = service.Retrieve(Customer.LogicalName, Customer.Id, new ColumnSet("name"));

                           //Getting Customer Name

                           var AccountName = RetrviName["name"].ToString();

                           //myEntity.Id = entityId;

                           var concat = OrderId + " " + AccountName;

                           entity.Attributes.Add("name", concat);

                       }

                       catch (Exception ex)

                       {

                           throw new InvalidPluginExecutionException(ex.Message);

                       }

                   }

                   else if (context.MessageName.ToLower() == "update")

                   {

                       Entity entity = (Entity)context.InputParameters["Target"];

                       try

                       {

                           Entity postImageOrder = (Entity)context.PostEntityImages["Image"];

                           var OrderId = postImageOrder.Attributes["ordernumber"].ToString();

                           EntityReference Customer = (EntityReference)postImageOrder.Attributes["customerid"];

                           //Retriving customer Name based on a ID

                           var RetrviName = service.Retrieve(Customer.LogicalName, Customer.Id, new ColumnSet("name"));

                           //Getting Customer Name

                           var AccountName = RetrviName["name"].ToString();

                           var concat = OrderId + " " + AccountName;

                           entity.Attributes.Add("name", concat);

                           service.Update(entity);

                       }

                       catch (Exception ex)

                       {

                           throw new InvalidPluginExecutionException(ex.Message);

                       }

                   }

               }

           }

       }

    }

    Now it will get this error. "An item with the same key has already been added". when i update the record.

    For update operation , I add post operation and post Image .

  • Suggested answer
    XM-22040801-0 Profile Picture
    XM-22040801-0 11 on at

    In update operation, you need pre-operation and pre-image.

    In the pre-image, add customerid and ordernumber fields.

    Change your code in "update" by this:

    Entity entity = (Entity)context.InputParameters["Target"];

try
{
    Entity preImage = (Entity)context.PreEntityImages["Image"];

    // Take the orderNumber from the Target if it exists, otherwise take it from the PreImage
    string orderNumber = entity.GetAttributeValue("ordernumber") ?? preImage.GetAttributeValue("ordernumber");

    // Take the customerRef from the Target if it exists, otherwise take it from the PreImage
    EntityReference customerRef = entity.GetAttributeValue("customerid") ?? preImage.GetAttributeValue("customerid");

    // Retrieve Customer and get the name
    var customer = service.Retrieve(Customer.LogicalName, customerRef.Id, new ColumnSet("name"));
    string accountName = customer.GetAttributeValue("name");

    // Set the name of the order
    entity.SetAttributeValue("name", $"{orderId} {accountName}");
}
catch (Exception ex)
{
    throw new InvalidPluginExecutionException(ex.Message);
}

    This code take the target values first, if not exist it take the pre-image values.

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Congratulations to the February Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Microsoft Dynamics 365 | Integration, Dataverse, and general topics

#1
Pallavi Phade Profile Picture

Pallavi Phade 102 Super User 2026 Season 1

#2
Abhilash Warrier Profile Picture

Abhilash Warrier 55 Super User 2026 Season 1

#3
ManoVerse Profile Picture

ManoVerse 51 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Welcome to the Microsoft Dynamics 365 forum!
Identifying an Org as CDS or Dynamics
Get batch job history log from D365 FO to Power Automate
Gross and Net Weight of Shipments feeding back into Sales Order (from External Source)

Product updates

Dynamics 365 release plans