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Microsoft Dynamics CRM (Archived)

Plugin for associates activities for Entity Account

Posted on by 547

How can I fire plugin on Entity account's associated activity.

What I want is to filter the activity list when user goes from a account to see associated activities

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  • chikhaleankush Profile Picture
    chikhaleankush 547 on at
    RE: Plugin for associates activities for Entity Account

    Hi Tim,

    Sure I will explain the exact use case I want to achieve.

    I have a Entity "Project", "Project" can have child "project" and then child "project" can have other child project as well and it goes on.

    What I need is for example if I go to project A and then I click on Invoices I wish to see all the Invoices under the umbrella of Project A. I mean If B is child of A and b has invoice, if e is child of B and e has invoice, All this invoices should be show in Associated view when user clicks on Invoice for Project A.

    I hope this is not confusing and clear.

    What I thought was to fire a RetriveMultiple plugin on Entity "Invoice" and change the query in such a way that I get my required result.

    But the  plugin is fired on Entity Invoice when I try to open it directly, In fact it is nor even firing on Entity "Project's" Invoice.

    Thanks,

    Ankush

  • Tim Dutcher Profile Picture
    Tim Dutcher 2,100 on at
    RE: Plugin for associates activities for Entity Account

    What is the filter criteria that you're trying to apply by using a plug-in?

    What is the purpose for using a plug-in for this and not creating views?  

    Please explain the use case that you are trying to achieve.

    There is probably a better way to achieve this rather than trying to alter the list of activities from a plug-in. Using a plug-in on the Retrieve message is rarely done; there are times when it makes sense but I'm not sure it does in your case without more details.

  • chikhaleankush Profile Picture
    chikhaleankush 547 on at
    RE: Plugin for associates activities for Entity Account

    Thanks Tim for the response.

    Yes I saw that. I used RetriveMultiple on Activitypointer. But what's happening in my case is, It is firing directly for Entity Activity but nor for Entity Account and it's associated activity. What I need is when the user clicks from one of the account and then it's activity, My plugin should fire, Which is right now not happening.

    Hope my explanation is not confusing.<

    Thanks,

    Ankush

  • Suggested answer
    Tim Dutcher Profile Picture
    Tim Dutcher 2,100 on at
    RE: Plugin for associates activities for Entity Account

    The CRM SDK includes an Excel file that lists all out-of-box entities and the plug-in messages that you can register for each. The file name is "Message-entity support for plug-ins.xlsx".

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