This is plugin that sums all completed activites into some custom entity.
Prerequests:
- Early binding class. (not a most but makes code writing easier)
Early binding walkthrough link : http://dynamicslollipops.blogspot.com/2011/07/mscrm-2011-early-binding-plugin.htm
The Plugin code:
using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using Microsoft.Xrm.Sdk;
using Xrm;
using System.ServiceModel;
namespace MSCRM2011Plugins
{
public class SumActivityPlugin : IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{
IPluginExecutionContext context = (IPluginExecutionContext)
serviceProvider.GetService(typeof(IPluginExecutionContext));
try
{
IOrganizationServiceFactory serviceFactory =
(IOrganizationServiceFactory)serviceProvider.GetService(
typeof(IOrganizationServiceFactory));
IOrganizationService service =
serviceFactory.CreateOrganizationService(context.UserId);
XrmServiceContext xrm = new XrmServiceContext(service);
// Extract the tracing service.
ITracingService tracingService = (ITracingService)serviceProvider.GetService(typeof(ITracingService));
if (tracingService == null){
throw new InvalidPluginExecutionException("Failed to retrieve the tracing service.");
}
Entity postEntity = null;
Entity preEntity = null;
if (context.PostEntityImages.Contains("MyImage"))
{
postEntity = context.PostEntityImages["MyImage"];
}
if (context.PreEntityImages.Contains("MyImage"))
{
preEntity = context.PreEntityImages["MyImage"];
}
tracingService.Trace("MeesageName = " + context.MessageName);
if (context.MessageName.ToLower().Equals("delete"))
{
tracingService.Trace("Completed activity was delete recalc total duration for project");
CalcProjectActivities(xrm, tracingService, preEntity);
}
else
{
tracingService.Trace("calc project total duration");
//change state
CalcProjectActivities(xrm, tracingService, postEntity);
}
}
catch (FaultException ex)
{
throw new InvalidPluginExecutionException(
"An error occurred in the plug-in.", ex);
}
}
private void CalcProjectActivities(XrmServiceContext xrm, ITracingService tracingService, Entity reldEntity)
{
// tracingService.Trace("Get activity");
// ActivityPointer activity = xrm.ActivityPointerSet.FirstOrDefault(ac => ac.ActivityId == new Guid(reldEntity["activityid"].ToString()));
tracingService.Trace("Get all related activities");
IQueryable activities = xrm.ActivityPointerSet.Where(ac => ac.RegardingObjectId != null && ac.RegardingObjectId.Id == ((EntityReference)reldEntity["regardingobjectid"]).Id && ac.ActualDurationMinutes != null && ac.StateCode.Value == ActivityPointerState.Completed);
if (activities != null)// && activity != null)
{
int totalSum = 0;
foreach (var a in activities)
{
totalSum += a.ActualDurationMinutes.Value;
}
ActivityPointer activity = activities.FirstOrDefault();
tracingService.Trace("total sum = " + totalSum);
if (activity != null && activity.RegardingObjectId.LogicalName == new_project.EntityLogicalName)
{
new_project relatedProject = xrm.new_projectSet.FirstOrDefault(proj => proj.new_projectId == activity.RegardingObjectId.Id);
if (relatedProject.new_totalhours == null && totalSum != 0)
{
relatedProject.new_totalhours = totalSum;
xrm.UpdateObject(relatedProject);
xrm.SaveChanges();
}
else if (relatedProject.new_totalhours != null && relatedProject.new_totalhours.Value != totalSum)
{
relatedProject.new_totalhours = totalSum;
xrm.UpdateObject(relatedProject);
xrm.SaveChanges();
}
}
}
}
}
}
*In this example the new_totalhour (int - duration format) attribute updated in custom entity name new_project, You can update any attribute you want.
General plugin code description:
- Get the post / pre image of the activity type entity like fax, email appointment and etc.
not the activity pointer since you can't register setstate, setstatedynamic or delete to activity pointer. - Get from it the regerdingobjectid and the duration of all the other completed activites releted to the same record.
- Update the record with the new duration.
Last step is to register the plugin and the steps.
Entities: All the activites you would like to sum have to be registered.
Messages: setstate, setstatedynamic and delete.
Images:
add post image to setstate and setstatedynamic
add pre image to delete.
Do you have the plugin compiled? I am not a programmer but would like to use this for our CRM system, so need clear instructions on what I need to do to implement.
ReplyDeleteHi,
DeleteDo you have new_project?
Do you need it to sum duration from all activities?
Please send me you mail with answers and I'll see what I can do.
This comment has been removed by the author.
ReplyDeleteYes I would appreciate some help on this. I have a project and have used the example above in this file but are receiving many errors on build (may have to do with the early binding class?).
ReplyDeleteI would appreciate a copy of your project if possible as this ability to sum all is critical for our CRM project. My email is cheriejross@gmail.com
Many thanks
Hi,
DeleteSorry for the late replay,
I'll see what i can do...
GOOD ARTICLE,CLICK HERE
ReplyDelete