Category: Blog

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.

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.

====================================================================
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….

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; }
    }
}