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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Plugin to capture Expo...
Customer experience | Sales, Customer Insights,...
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Plugin to capture Export details

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Posted on by Abby546 5

Hello All,

We have a requirement to capture the logging information when anyone export data and generate notifications.

We need to know what entity was exported, how many records, and columns detail.

Is this possible via Plugin or Custom WF or any third party tool ?

Kind Regards,

Abhilash Reddy

I have the same question (0)
  • Suggested answer
    meelamri Profile Picture
    meelamri 13,216 User Group Leader on at

    Hi, 

    You can implement a Plugin for this scenario. Indeed, the plugin will run on the retrieveMultiple message and check if the parent context is "ExportToExcel" or "ExportDynamicToExcel".

    You can refer to my plugin: https://github.com/melamriD365/MEA.DynamicsServerExtensions/blob/master/PreOperationExportToExcel%20.cs

  • meelamri Profile Picture
    meelamri 13,216 User Group Leader on at

    Hi,  any news ?

  • Abby546 Profile Picture
    Abby546 5 on at

    Dear Mehdi,

    Thank you for the information. Will let you know the status soon.

    Kind regards,

    Abhilash.

  • Abby546 Profile Picture
    Abby546 5 on at

    Dear Mehdi,

    I just wanted to know can we capture the View name and also the columns which were exported in the plugin?

    Also we are using Dynamcis 365 On-Premise version, does the plugin works in on premise or only in the online version?

    Regards

    Abhilash.

  • Verified answer
    meelamri Profile Picture
    meelamri 13,216 User Group Leader on at

    Hi,

    I think we can at least collect the exported columns. I'm not sure about the view name.

    You can get the fetchXml by using this code:

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

    var fetchXml = context.InputParameters["Query"];

    Then you can convert the fetchXml to a queryExpression by using FetchXmlToQueryExpressionRequest. Please refer to the docs example: docs.microsoft.com/.../microsoft.crm.sdk.messages.fetchxmltoqueryexpressionrequest

    Then you can get the exproted columns from the queryExpression with QueryExpression.ColumnSet

  • meelamri Profile Picture
    meelamri 13,216 User Group Leader on at

    This approach remains valid for an on premise CRM

  • Abby546 Profile Picture
    Abby546 5 on at

    Dear Mehdi,

    We are able to log the user information who did the export including the columns and also the fitler criteria.

    Thank you for the help. I  marked your answer as verified.

    Regards,

    Abhilash.

  • Wilmar Neto Profile Picture
    Wilmar Neto 10 on at

    Hey Mehdi,

    Do you know if this approach still working on CRM Online?

    I found your code in your git, but the parent context message is RetrieveMultiple too.

    Thank you

  • meelamri Profile Picture
    meelamri 13,216 User Group Leader on at

    Hi,

    Normally, this will work on an online CRM too. I don't know if there are any changes since I shared my code.

    I recommend looking at the parent contexts, you will need to debug to know the right context to use.

    var parentContext = context.ParentContext;

    var grandParentContext = parentContext.ParentContext;

    if (grandParentContext != null && (grandParentContext.MessageName == "ExportToExcel" || grandParentContext.MessageName == "ExportDynamicToExcel"))

  • Wilmar Neto Profile Picture
    Wilmar Neto 10 on at

    Thank you for your reply Mehdi.

    In fact, i'm debugging, but the "grandParent" is null. Check this out.

    I think something change in CRM since your code :(

    pastedimage1633007538937v1.png

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