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UK365GUY

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Microsoft Business Applications Blogposts, YouTube Videos and Podcasts

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UK365GUY

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BULK UPDATE OF ACCOUNT RECORDS WITH PRIMARY CONTACT EMAIL VALUE

uk365guy
My customer had a requirement of bulk update  of account records with email “string” , based on the primary contact email value.

Scenario : Account Records don’t have a email value from primary contact’s record.

So I have chosen to write a plugin to bulk update.

using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Threading.Tasks;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
namespace MallaSolutions
{
    public class UpdateAccounts : IPlugin
    {
        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 distinct=’false’ mapping=’logical’ output-format=’xml-platform’ version=’1.0′>
                                  <entity name=’account’>
                                    <attribute name=’accountid’ />
                                    <attribute name=’emailaddress1′ />
                                    <order descending=’false’ attribute=’emailaddress1′ />
                                    <filter type=’and’>
                                      <condition attribute=’primarycontactid’ operator=’not-null’ />
                                    </filter>
                                    <link-entity name=’contact’ to=’primarycontactid’ from=’contactid’ alias=’PrimaryContact’ link-type=’outer’ visible=’false’>
                                      <attribute name=’emailaddress1′ alias=’contactEmailAddress’ />
                                    </link-entity>
                                  </entity>
                                </fetch>”;
                EntityCollection entityCollection = service.RetrieveMultiple(new FetchExpression(fetchXML));
                for (int i = 0; i < entityCollection.Entities.Count; i++)
                {
                    AliasedValue contactemailaddress = entityCollection.Entities[i].GetAttributeValue<AliasedValue>(“contactEmailAddress”);
                    if (contactemailaddress != null)
                    {
                        Entity account = new Entity(“account”);
                        account.Attributes[“accountid”] = entityCollection.Entities[i].Attributes[“accountid”];
                        account.Attributes[“emailaddress1”] = entityCollection.Entities[i].GetAttributeValue<AliasedValue>(“contactEmailAddress”).Value.ToString();
                        service.Update(account);
                    }
                }
            }
            else
            {
                return;
            }
        }
    }
}

====================================================================
Plugin Registration tool steps:


Message: Update
Primary Entity : Account
Filtering attributes : address1_city
event: post-opeartion
execution mode: Asynchronus
deployment: Server

I have registered asynchronous mode as the system will have performance impact if it is selected as Synchronous mode and it will time out after 2 min, as in my case , I am using dynamics 365 online.

We can increase time limit of plugin if it is dynamics 365 onpremise.

I hope this helps:-)
Cheers guys….

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CUSTOM WORKFLOW ACTIVITY SAMPLE CODE FOR DYNAMICS 365

uk365guy
Here is a simple scenario

1) Create two fileds
a) DOB,
b) AGE

2) Calculate AGE based on DOB selected..

So we need to write a simple custom workflow as follows:

using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Threading.Tasks;
using Microsoft.Xrm.Sdk;
using System.Activities;
using Microsoft.Xrm.Sdk.Workflow;


namespace CustomWorkflowActivity
{
    public class CalculateAge : CodeActivity
    {
        [Input(“Date of Birth”)]
        public InArgument<DateTime> DOB { get; set; }

        protected override void Execute(CodeActivityContext context)
        {
            ITracingService tracingService = (ITracingService)context.GetExtension<ITracingService>();
            IWorkflowContext workflowContext = (IWorkflowContext)context.GetExtension<IWorkflowContext>();
            IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)context.GetExtension<IOrganizationServiceFactory>();
            IOrganizationService service = serviceFactory.CreateOrganizationService(workflowContext.UserId);

            DateTime dtDOB = DOB.Get(context);
            int CalculateAge = Convert.ToInt32(DateTime.Now.Subtract(dtDOB).TotalDays)/365;
            Age.Set(context, CalculateAge);
        }
        [Output(“Age”)]
        public OutArgument<Int32> Age { get; set; }
    }
}

======================================================================
After creating Custom workflow then use the custom workflow activity in the processes section to calculate the Age of the contact..
I hope this helps…
Happy CRMing:-)
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