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Customer experience | Sales, Customer Insights,...
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Plug-in code for creating new record in "appointment" entity in d365 crm

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Posted on by 15

I have write to simple plugin code for creating new record in  appointment entity(System entity) in d365 CRM , when i load plugin and registering a step in "preoperation" method then it will directly automated -- created new record in appointment entity .Please anyone help?

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  • Suggested answer
    Bipin D365 Profile Picture
    28,983 Moderator on at

    Hi,

    Please share your code.

    You can look at below sample plugin code which is creating Task

    github.com/.../FollowupPlugin

    You can update this to create appointment

  • vivek roshan Profile Picture
    15 on at

    I saw this code , This code is : This task record will be created only if the account record will be created, This means this depend on Account entity(your given code said that task create only after triggred  after account record created)...... I have to only create record in entity "Appointment entity" and it has to be independent .

    Just like suppose : we create a simple record in Account or contact or any entity  .Like preOperation pipeline execution method -- put plugin code and after refresh ,it will direct automatically created a single record in any entity.

  • Suggested answer
    Bipin D365 Profile Picture
    28,983 Moderator on at

    Hi,

    Why don't you use Workflow for that?

    Simple workflow without any code should achieve your requirement.

    Anyway have you written any code in pre-operation plugin, please share the code so that I can look and give feedback?

  • Suggested answer
    CRMJetty Profile Picture
    3,512 on at

    Hello Vivek roshan,

    For creating new record in  appointment entity(System entity) in d365 CRM

    Please refer this link to create appointment programmatically by c#.

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