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Hi,
I am working on removing duplicates from CRM. I have worked on deactivating duplicate records having same email address. And created a table in Database storing inactive customer's id mapped to GoldenCustomer's id. Now, i want to write a plugin in which i want if next time duplicate record comes in incremental, it will fetch data from this stored table and won't create a new record.
Any suggestions on how to proceed with this approach?
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Yes you can. Refer to the article that @Wei shared, however I would rather suggest you against it. You should create a web service/API which interacts securely with SQL Database and from your plugin code you should fire up methods from this service.
Let me reiterate, I would highly recommend not interacting with SQL directly from within your plugin code.
PS: Please close the thread with a verified answer if the responses here helped you resolving the issue.
Hi,
For SQL and plugin , you can refer below article.
blogs.msdn.microsoft.com/.../accessing-a-sql-database-from-a-microsoft-dynamics-crm-plug-in
But you are using CRM online, you cant do that, so you have to create a web service to achieve that.
Thanks Piyush.
This is exactly what i was asking for.. Stuck in one more sitution, Can i integrate SQL Server with Plugin? Or i mean can i access external SQL Database with Plugin code?
with this, if you mean that you want to fire the same plugin on multiple entities then yes you could do that.
Hi,
what do you means by can i do it for more than one entity?
No, my requirement is somewhat different..I am at last step where i need to write a plugin and then update a lookup field of all child records of a customer entity on create / update..That's why i am asking..can i do it for more than one entity?
Hi,
Why are you not using Duplicate detection rule?
Hi,
Can you suggest me is it possible to deploy a plugin on create and update of 3-4 entities?
Hi,
If you are looking for solution to update a record if it already exists rather than creating a new record, then you can use Upsert request in your plugin.
Following links may be helpful to you for same:
1. docs.microsoft.com/.../use-upsert-insert-update-record
2. community.dynamics.com/.../upsert-request-using-alternative-key
3. docs.microsoft.com/.../sample-insert-update-record-upsert
Hope this helps:)
Hi,
you can create a plugin and trigger on that entity record creation or update, apply you checking logic, and throw some meaningful error message to user once criteria is met.
docs.microsoft.com/.../use-invalidpluginexecutionexception-plugin-workflow-activities
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