Associate/Disassociate in CRM using plugin

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Senario : Let's assume i have one entity name is A and second entity name is B. In both of them N:N relationship is exits. B entity is exits on the form of A entity as a Tab now once i remove the the record of A entity that removed record lookup field name we need to take and compare with the field of different tab (Vistying)which is present in form of B entity. 

Note : On CRM UI you can able to identify whether entity is having N:N relationship or not with other entity. Check if two of the entity does not contain +new button that means only having add existing button it means both of them having N:N relationship.

Screenshot of entity:  In given figure Entity B is containing sub grid of Entity A and both of them is having N:N relationship.

Coding : 

Component:  

           Entity B field is :- 


          Entity B UI is :-  
                                                  
                                            

            Entity A field is :-                                         

          Entity B Form:-                                          


            Entity B contain sub grid of entity A :-

            Entity Visit Type Field: 
            Entity Visit Type UI:


   Now code start from here: 

                                 

using Microsoft.Xrm.Sdk;

using Microsoft.Xrm.Sdk.Query;

using System;


namespace DissocitionOF_record_Entity_A

{

    public class Class1 : IPlugin

    {

        public void Execute(IServiceProvider serviceProvider)

        {

            try

            {

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


                ITracingService tracingService = (ITracingService)serviceProvider.GetService(typeof(ITracingService));

                IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));

                IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);


                EntityReference targetEntity = null;


                EntityReference  relatedEntity = null;


                Entity entityA = null;


                Entity entityB = null;


                 string relationshipName = string.Empty;


                if(context.InputParameters.Contains("Target") && context.InputParameters["Target"] is EntityReference)

                {

                    targetEntity=context.InputParameters["Target"] as EntityReference;  //entityb

                }


                if(context.InputParameters.Contains("Relationship"))

                {

                 relationshipName =  ((Relationship)context.InputParameters["Relationship"]).SchemaName;

                }


                if(relationshipName != "new_new_entitya_new_entityb")

                {

                    return;

                }

                

                if(context.InputParameters.Contains("RelatedEntities") && context.InputParameters["RelatedEntities"] is EntityReferenceCollection)

                {

                    EntityReferenceCollection relatedEntityCol = context.InputParameters["RelatedEntities"] as EntityReferenceCollection;

                    relatedEntity = relatedEntityCol[0];

                }


                entityB = service.Retrieve(targetEntity.LogicalName, targetEntity.Id, new ColumnSet(true));


                entityA = service.Retrieve(relatedEntity.LogicalName, relatedEntity.Id, new ColumnSet("new_entityaid", "new_lookupina"));


                if(context.MessageName.ToLower() == "disassociate")

                {

                    if(entityA != null && entityA.Attributes.Contains("new_lookupina"))

                    {

                        if(entityA.GetAttributeValue<EntityReference>("new_lookupina").Name == "Visit01")

                        {

                            entityB["new_visit01"] = new OptionSetValue(100000000);

                        }

                        else if (entityA.GetAttributeValue<EntityReference>("new_lookupina").Name == "Visit02")

                        {

                            entityB["new_visit02"] = new OptionSetValue(100000000);

                        }

                        else if (entityA.GetAttributeValue<EntityReference>("new_lookupina").Name == "Visit03")

                        {

                            entityB["new_visit03"] = new OptionSetValue(100000000);

                        }

                        service.Update(entityB);

                    }

                }



            }

             catch (Exception ex)

            {

                throw new InvalidPluginExecutionException("An error occured in : " + ex.Message.ToString(), ex);

            }

        }

    }

}


You can also watch this scenario on my YouTube Channel: 

https://www.youtube.com/watch?v=nBYj9LQiBC4&t=276s

Note : Please leave the comment.




 




Comments

  1. Jack DavidAugust 24, 2022 at 1:54 PM

    In Microsoft Company Dynamics 365 Partner, AlphaBOLD is a top Microsoft dynamics 365 partner that works on Microsoft Dynamics Sales more. Choose the right Microsoft Dynamics 365 Consulting Providers in San Diego.

    ReplyDelete

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