Category: Blog

Create a new field  optionset as approval status on  opportunity entity with optionset values as
 Submitted                  =   100000000 
 Pending approval     =    100000001 
 Approved                 =      100000002

1)Condition when Approval status changes from Pending approval to Approved.

2)Share the record with  a system  user  with  read access only.

3)Find out how to share the record to system user using plugin….. 

#GrantaccessRequest 
#PostImage

I am using Developer toolkit for visual studio 2013 for this plugin.. 

Plugin code here

// <copyright file=”PostOperationopportunityUpdate.cs” company=””>
// Copyright (c) 2017 All Rights Reserved
// </copyright>
// <author></author>
// <date>3/16/2017 5:10:33 PM</date>
// <summary>Implements the PostOperationopportunityUpdate Plugin.</summary>
// <auto-generated>
//     This code was generated by a tool.
//     Runtime Version:4.0.30319.1
// </auto-generated>

using System;
using System.ServiceModel;
using Microsoft.Crm.Sdk.Messages;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;

namespace CrmPackage1.Plugins1
{

    /// <summary>
    /// PostOperationopportunityUpdate Plugin.
    /// Fires when the following attributes are updated:
    /// new_approvalstatus
    /// </summary>    
    public class PostOperationopportunityUpdate : PluginBase
    {
        /// <summary>
        /// Initializes a new instance of the <see cref=”PostOperationopportunityUpdate”/> class.
        /// </summary>
        /// <param name=”unsecure”>Contains public (unsecured) configuration information.</param>
        /// <param name=”secure”>Contains non-public (secured) configuration information. 
        /// When using Microsoft Dynamics 365 for Outlook with Offline Access, 
        /// the secure string is not passed to a plug-in that executes while the client is offline.</param>
        public PostOperationopportunityUpdate(string unsecure, string secure)
            : base(typeof(PostOperationopportunityUpdate))
        {

            // TODO: Implement your custom configuration handling.
        }


        /// <summary>
        /// Main entry point for he business logic that the plug-in is to execute.
        /// </summary>
        /// <param name=”localContext”>The <see cref=”LocalPluginContext”/> which contains the
        /// <see cref=”IPluginExecutionContext”/>,
        /// <see cref=”IOrganizationService”/>
        /// and <see cref=”ITracingService”/>
        /// </param>
        /// <remarks>
        /// For improved performance, Microsoft Dynamics 365 caches plug-in instances.
        /// The plug-in’s Execute method should be written to be stateless as the constructor
        /// is not called for every invocation of the plug-in. Also, multiple system threads
        /// could execute the plug-in at the same time. All per invocation state information
        /// is stored in the context. This means that you should not use global variables in plug-ins.
        /// </remarks>
        protected override void ExecuteCrmPlugin(LocalPluginContext localContext)
        {
            if (localContext == null)
            {
                throw new InvalidPluginExecutionException(“localContext”);
            }

            // TODO: Implement your custom Plug-in business logic.

            Entity opp = (Entity)localContext.PluginExecutionContext.InputParameters[“Target”];
           
            if (opp.LogicalName != “opportunity”)
                return;
            else
            {
                if (localContext.PluginExecutionContext.PostEntityImages.Contains(“PostImage”) && localContext.PluginExecutionContext.PostEntityImages[“PostImage”] is Entity)
                {
                  

                    Entity postImage = (Entity)localContext.PluginExecutionContext.PostEntityImages[“PostImage”];
                    if (postImage.Attributes.Contains(“new_approvalstatus”))
                    {
                        
                   //submitted->approved
                        //submitted->
                    OptionSetValue OPT = new OptionSetValue();
                    OPT = (OptionSetValue)postImage.Attributes[“new_approvalstatus”];
                    
                    //100000000
                    if (OPT.Value==100000002)
                    {
                        //Share record

                        #region get user details
                        String fetchXml = @”<fetch version=’1.0′ output-format=’xml-platform’ mapping=’logical’ distinct=’false’>
                                      <entity name=’systemuser’>
                                        <attribute name=’fullname’ />
                                        <attribute name=’businessunitid’ />
                                        <attribute name=’title’ />
                                        <attribute name=’address1_telephone1′ />
                                        <attribute name=’positionid’ />
                                        <attribute name=’systemuserid’ />
                                        <order attribute=’fullname’ descending=’false’ />
                                        <filter type=’and’>    
                                          <condition attribute=’internalemailaddress’ operator=’eq’ value=’dilipkumar@gmrltd.onmicrosoft.com’ />
                                        </filter>
                                      </entity>
                                    </fetch>”;
                        //THis will convert in Query base 
                        FetchExpression query = new FetchExpression(fetchXml);

                        EntityReference teamReference = new EntityReference();
                        EntityCollection entcollection = localContext.OrganizationService.RetrieveMultiple(query);

                        for (int i = 0; i < entcollection.Entities.Count; i++)
                        {
                             teamReference = new EntityReference(“systemuser”, entcollection.Entities[i].Id);

                        }
                        #endregion

                        #region Share record with read access
                        GrantAccessRequest grantAccessRequest = new GrantAccessRequest();
                        grantAccessRequest.Target = new EntityReference(opp.LogicalName, opp.Id);

                        PrincipalAccess principalAccess = new PrincipalAccess();
                        principalAccess.AccessMask = AccessRights.ReadAccess;
                        principalAccess.Principal = teamReference;

                        grantAccessRequest.PrincipalAccess = principalAccess;

                        GrantAccessResponse grantAccessResponse = (GrantAccessResponse)localContext.OrganizationService.Execute(grantAccessRequest);
                        #endregion
                    }
                    }
                    else
                    {
                        return;
                    }
                }
            }
        }
    }
}

// <copyright file=”PostOperationcontactCreate.cs” company=””>
// Copyright (c) 2017 All Rights Reserved
// </copyright>
// <author></author>
// <date>3/14/2017 5:02:56 PM</date>
// <summary>Implements the PostOperationcontactCreate Plugin.</summary>
// <auto-generated>
//     This code was generated by a tool.
//     Runtime Version:4.0.30319.1
// </auto-generated>

using System;
using System.ServiceModel;
using Microsoft.Crm.Sdk.Messages;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;

namespace CrmPackage1.Plugins1
{

    /// <summary>
    /// PostOperationcontactCreate Plugin.
    /// </summary>    
    public class PostOperationcontactCreate : PluginBase
    {
        /// <summary>
        /// Initializes a new instance of the <see cref=”PostOperationcontactCreate”/> class.
        /// </summary>
        /// <param name=”unsecure”>Contains public (unsecured) configuration information.</param>
        /// <param name=”secure”>Contains non-public (secured) configuration information. 
        /// When using Microsoft Dynamics 365 for Outlook with Offline Access, 
        /// the secure string is not passed to a plug-in that executes while the client is offline.</param>
        public PostOperationcontactCreate(string unsecure, string secure)
            : base(typeof(PostOperationcontactCreate))
        {

            // TODO: Implement your custom configuration handling.
        }


        /// <summary>
        /// Main entry point for he business logic that the plug-in is to execute.
        /// </summary>
        /// <param name=”localContext”>The <see cref=”LocalPluginContext”/> which contains the
        /// <see cref=”IPluginExecutionContext”/>,
        /// <see cref=”IOrganizationService”/>
        /// and <see cref=”ITracingService”/>
        /// </param>
        /// <remarks>
        /// For improved performance, Microsoft Dynamics 365 caches plug-in instances.
        /// The plug-in’s Execute method should be written to be stateless as the constructor
        /// is not called for every invocation of the plug-in. Also, multiple system threads
        /// could execute the plug-in at the same time. All per invocation state information
        /// is stored in the context. This means that you should not use global variables in plug-ins.
        /// </remarks>
        protected override void ExecuteCrmPlugin(LocalPluginContext localContext)
        {
            if (localContext == null)
            {
                throw new InvalidPluginExecutionException(“localContext”);
            }

            // TODO: Implement your custom Plug-in business logic. 
            if (localContext.PluginExecutionContext.InputParameters.Contains(“Target”) && localContext.PluginExecutionContext.InputParameters[“Target”] is Entity)
            {
                // Obtain the target entity from the input parameters.
                Entity entity = (Entity)localContext.PluginExecutionContext.InputParameters[“Target”];
                //</snippetFollowupPlugin2>

                // Verify that the target entity represents an account.
                // If not, this plug-in was not registered correctly.
                if (entity.LogicalName != “contact”)
                    return;

                try
                {
                    // Create a task activity to follow up with the account customer in 7 days. 
                    Entity followup = new Entity(“task”);

                    followup[“subject”] = “Send e-mail to the new customer.”;
                    followup[“description”] =
                        “Follow up with the customer. Check if there are any new issues that need resolution.”;
                    followup[“scheduledstart”] = DateTime.Now.AddDays(7);
                    followup[“scheduledend”] = DateTime.Now.AddDays(7);
                    followup[“category”] = localContext.PluginExecutionContext.PrimaryEntityName;

                    followup[“regardingobjectid”] = new EntityReference(“contact”, entity.Id);




                    //<snippetFollowupPlugin4>
                    // Obtain the organization service reference.
                    //</snippetFollowupPlugin4>

                    // Create the task in Microsoft Dynamics CRM.
                    localContext.Trace(“FollowupPlthugin: Creating the task activity.”);
                    Guid taskid = localContext.OrganizationService.Create(followup);

                    // Assign the task created to #malla (another user when new account is created.)



                           AssignRequest assign = new AssignRequest
                        {
                            Assignee = new EntityReference(“systemuser”, localContext.PluginExecutionContext.UserId),
                            Target = new EntityReference(“task”, taskid)
                        };
                        localContext.OrganizationService.Execute(assign);
                 
                }

                //<snippetFollowupPlugin3>
                catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> ex)
                {
                    throw new InvalidPluginExecutionException(“An error occurred in the FollowupPlugin plug-in.”, ex);
                }
            }
        }
    }
}

https://jlattimer.blogspot.co.uk/2014/12/speed-up-crm-development-using.html

https://jlattimer.blogspot.co.uk/2015/06/possible-developer-toolkit-replacement.html