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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / how to retrieve accoun...
Microsoft Dynamics CRM (Archived)

how to retrieve account name from contact lookup using plugin

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Posted on by Tanvi 20

Hi

On create of a case record,i want to retrieve contact lookup value from case form  and get the Account name associated with that contact.

then set that account name to a custom company_lookup field using Plugin only.

1781.1376.Capture.PNG 

Please help!!

Thank You!

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  • Suggested answer
    Mahadeo Matre Profile Picture
    Mahadeo Matre 17,021 on at

    Hi,

    You need to write pre-create plugin, and you can get contact id from plugin input parameters..

    then using organization service you can retrieve company lookup and set that value to in plugin context.

  • Tanvi Profile Picture
    Tanvi 20 on at

    Hi Mahadeo,

    Thanks for your response!

    Actually I am new to plugins. Could you please give me some reference ?

    As per my Requirement,Case is  automatically getting created from an  Email activity.And i need to set company name of contact(sender) on case form using Plugin.

     So I am registering the plugin for 'Case' entity,on Create message.

    After getting the contact lookup field Guid from case form, how can i retrieve company lookup of that contact in my Plugin.

    Any Example?

  • Suggested answer
    Mahadeo Matre Profile Picture
    Mahadeo Matre 17,021 on at

    Hi..

    Here are some examples on how to write plugin..

    crmbook.powerobjects.com/.../developing-a-plug-in

    docs.microsoft.com/.../sample-create-basic-plugin

    community.dynamics.com/.../195080

    community.dynamics.com/.../276002

  • Tanvi Profile Picture
    Tanvi 20 on at

    After getting the contact lookup field Guid from case form, How can i retrieve company lookup of that contact in my Plugin.????

    How can I do that?

  • Verified answer
    Mahadeo Matre Profile Picture
    Mahadeo Matre 17,021 on at

    public void Execute(IServiceProvider serviceProvider)

       {

           try

           {

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

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

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

               IOrganizationService systemService = factory.CreateOrganizationService(null);

               if (context.Depth > 1)

                   return;

               if (context.InputParameters.Contains("contactid"))

               {

                   Guid contactid = new Guid(context.InputParameters["contactid"].ToString());

                   ColumnSet cols = new ColumnSet(new string[] { "accountid" });

                   //retrieve contact record to get account.  

                   Entity ocontact = (Entity)service.Retrieve("contact", contactid, cols);

                   EntityReference refAccount = (EntityReference)ocontact["accountid"];

                   context.OutputParameters["accountid"] = refAccount;

               }

           }

           catch (Exception ex)

           {

               throw new InvalidPluginExecutionException("Plugin Error: " + ex.Message);

           }

       }

  • Tanvi Profile Picture
    Tanvi 20 on at

    Thank you sir :)

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