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Author: uk365guy

BULK UPDATE OF THE PRIMARY CONTACT’S COMPANY NAMES IN ALL CONTACTS IN DYNAMICS 365

uk365guy
If you want to bulk update the primary contacts “company name” field value in all the contacts records.

Then the below code is helpful:

public void Execute(IServiceProvider serviceProvider)
        {
            // Obtain the execution context from the service provider.
            IPluginExecutionContext context =
                (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));

            // Get a reference to the Organization service.
            IOrganizationServiceFactory factory =
                (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
            IOrganizationService service = factory.CreateOrganizationService(context.UserId);
            Entity entity;
            if (context.InputParameters != null)
            {
                entity = (Entity)context.InputParameters[“Target”];

                string fetchXML = @”<fetch version=’1.0′ output-format=’xml-platform’ mapping=’logical’ distinct=’false’>
              <entity name=’account’>
                <attribute name=’name’ />
                <attribute name=’primarycontactid’ />
                <attribute name=’telephone1′ />
                <attribute name=’accountnumber’ />
                <attribute name=’accountid’ />
                <order attribute=’name’ descending=’false’ />
                <filter type=’and’>
                  <condition attribute=’primarycontactid’ operator=’not-null’ />
                </filter>
                <link-entity name=’contact’ from=’contactid’ to=’primarycontactid’ alias=’PrimaryContact’>
                  <attribute name=’parentcustomerid’  />

                    <attribute name=’contactid’ alias=’contact’/>
                  <filter type=’and’>
                    <condition attribute=’parentcustomerid’ operator=’null’ />
                  </filter>
                </link-entity>
              </entity>
            </fetch>”;
           
                EntityCollection entityCollection = service.RetrieveMultiple(new FetchExpression(fetchXML));
                for (int i = 0; i < entityCollection.Entities.Count; i++)
                {
                 
                        Entity contact = new Entity(“contact”);
                        contact.Attributes[“parentcustomerid”] = new EntityReference(entityCollection.Entities[i].LogicalName, entityCollection.Entities[i].Id);
                        contact.Attributes[“contactid”] = entityCollection.Entities[i].GetAttributeValue<AliasedValue>(“PrimaryContact.contactid”).Value;
                        service.Update(contact);
                 
                   
                }
            }
            else
            {
                return;
            }
        }
========================================================================

Message : Update
Entity: Account
Attribute: email
Post-operation, Asynchronous,

I hope this helps:
Happy CRM ing:-)

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IMPORT ADDITIONAL RECORDS INTO DYNAMICS 365

uk365guy
There is a requirement to import the additional contacts into dynamics 365

So i have opted to use the OOB functionality, i.e Template from dynamics 365.

Goto Settings > Data Management > Template for data import and select the entity you want to download as a template.

Please find the below diagram:

Then download the template and add the records you want to import into dynamics 365.

Import was partially successful with 977 records failure because of the lookup reference could not be resolved.

In my case the additional contacts have companyname  but inside dynamics 365, there is no accounts with those name, so the lookup could not be solved.

So i have created the new accounts in the dynamics 365 and reimported the failed contacts and the import was sucessful.

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