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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to get a list of d...
Microsoft Dynamics CRM (Archived)

How to get a list of data from condition in CRM

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Posted on by Keysersozeey 195

i try to learn crm and plugin development, but there is still so much i don't know and so i following exercise from pdf and the problem is i can't keep up from the tutorial, i have Credit Limit entities which have 3 field its a cretid rating which is enumerable(a,b,c),  credit limit(money) and configuration(lookup).  so the scenario is :

We need a plugin to ensure that we can only link 1 credit limit per credit rating to each configuration entity, so example contoso can only have one credit limit which belong to one rating, so if contoso have $5000 credit limit that belong to creding rating B, he can't have another credit rating that belong to rating B. so from my understanding first we need a list of rating where belong to configuration, and then we need to validate if rating already exist in that configuration we will throw exception.  but i don't know how to do that ? Can someone give me some example Thanks

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  • Verified answer
    Nflannery Profile Picture
    Nflannery 360 on at
    RE: How to get a list of data from condition in CRM

    If you only want one credit rating per customer then just put a lookup to Credit Rating on the form and make it so there is no other way to create or link to a credit rating.

    Is this an exercise in some kind of training?  If so does it specify it has to be a plugin?

    The plugin is quite straightforward if so.

  • Keysersozeey Profile Picture
    Keysersozeey 195 on at
    RE: How to get a list of data from condition in CRM

    yes i will go with aproach number 2 because i want to train my plugin development, and can you give me the example code please because that  what actualy im looking for or maybe and documentation so i can read, i've been stuck for hours try look something on the internet crm is still very new world to me, and i don't know where to start so my friend give me recomendation to lear plugin development

  • Suggested answer
    sandeepstw Profile Picture
    sandeepstw 4,601 on at
    RE: How to get a list of data from condition in CRM

    Hi,

    Please make one to one relationship between Credit Limit and Credit Rating. but I will suggest to share in more clear way because it looks like more simple than explained.

  • Verified answer
    Ben Thompson Profile Picture
    Ben Thompson 6,350 on at
    RE: How to get a list of data from condition in CRM

    Your options are:-

    1) add 3 credit limit fields on the account record (credit limit A, Credit Limit B, Credit Limit C) and use that

    2) write a plugin running on pre-operation that checks if an existing credit limit for that rating and customer exists and if it does either

    a) stop the plugin from creating the new record or

    b) deletes the existing record as the new record is created.

    Personally I would be going for the first approach - the information is available without effort on the account form and you don't have a plugin which could go wrong....

  • Keysersozeey Profile Picture
    Keysersozeey 195 on at
    RE: How to get a list of data from condition in CRM

    @BenThompson

    a customer can have 3 credit limit which will be separete as credit rating which is (A, B & C) , but credit rating can only have one credit limit, for now i can make  2 same credit rating with different credit limit which is wrong (A  $2000, A $5000) it suppose to be like this (A $100, B $200, C $300) so customer can have 3 credit limit but it must have different credit rating

  • Keysersozeey Profile Picture
    Keysersozeey 195 on at
    RE: How to get a list of data from condition in CRM

    Ben Thompson

    a customer can have 3 credit limit which will be separete as credit rating which is (A, B & C) , but credit rating can only have one credit limit, for now i can make  2 same credit rating with different credit limit which is wrong (A  $2000, A $5000) it suppose to be like this (A $100, B $200, C $300) so customer can have 3 credit limit but it must have different credit rating

  • Suggested answer
    Ben Thompson Profile Picture
    Ben Thompson 6,350 on at
    RE: How to get a list of data from condition in CRM

    If a customer has a single credit limit why are you using a separate entity to contain that information, just place the information on the account entity and form itself?

    Equally if you are just starting with CRM you seem to be trying to do too much all at the same time. Start with understanding what you can do within CRM itself and try to work out how you can achieve what you want to do using out of the box functionality. You really should only be looking at plugins to resolve extreme circumstances....

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