Plugin for Contact Option Set field upgrade trigger phone call activity

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Posted on by DATAGREE

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Hi Experts,

Due to the reason of performance and integration, the approach must implement plugin for the following scenario

I have a Global Option Set and a Local Option Set field in the Contact entity, both of them with the name of "Rank", items are: start, base, rank1, rank2,rank3, rank4, and rank5 from the lowest level to the highest level.

Once the Rank UPGRADE (that means only going up, not go down), trigger a Phone Call Activity.

Following are the main points:

Populated Phone Call Activity's Subject must involve upgraded Rank value (e.g. If one Contact's level is Rink3 before upgrading, the Subject must be: Your Rank has upgraded to Rank4).
The Rank option set has two primary items: Start and Base, but the phone call activity trigger does NOT apply to these two items.
Populate the Start Date as the activity create time and the Due day is 7 days after Start Date.
Call From is the Owner of the record.
Call To is the Contact.
Regarding is the Contact
Another option set field named Role needs to populate the value: Role Type.

Note: For the historical reason, the option items sequence (From Lowest to Highest) doesn't consistent with the order of their values, which say Rank5=8, Rank4=1, Rank3=2, Rank2=3, Rank1=2, Base=1, Start=7.

Can you please help me by providing your suggestion on how to dev this plugin.

Any response should be welcome and appreciated.

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DATAGREE 102 on at

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Looking forward to hearing from you.

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Verified answer

Wahaj Rashid 11,321 on at

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Hi,

Thank you for your query.

Let me give you an idea:

Create a plugin that runs on Pre-Update of the Contact Entity.

Create a Pre-Image and Post-Image, compare for the Rank field before and after value. You should also select Owner field in the image.

As your optionset values are not consistent, get the Rank number from the optionset label. For example:

int prevRankNo = int32.parse(prevRankLabel.replace("Rank", "")); int nextRankNo = int32.parse(nextRankLabel.replace("Rank", "")); // This is just an idea, you can extract rank number using Regex as well.

By comparing the rank numbers, you can decide if you need to create a Phone Call or not.

Use Prev. and updated Rank number to provide Subject to Phone call entity.

Assign From to the Owner of contact (get from image), set Call To and Regarding to the contact (current record).

Set Role Type as per your logic.

Please note, To and From fields are activity parties, you need to create an array of Activity Party (instead of GUIDs), take a look here:

https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/205114/plugin-issue-create-phone-call?pifragment-97030=1

For plugin pre and post images, take a look here:

https://carldesouza.com/dynamics-365-plugins-pre-post-images/

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