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Plug-in on related entities during ‘Cascade All’ actions
Assume the relationship behavior between ‘Contact’ and ‘Appointment’ is “Cascade All” on ‘Assign’ action.
Relationship Behavior – Assign – Cascade All
By virtue of that, if a Contact has 2 Appointments, if I change the owner of ‘Contact’ the related 2 Appointment owner also changes.
In one of the requirement, we have to restrict the Cascade operation based on business logic on child record (i.e., Appointment)
So I registered a Plugin on ‘Assign’ of ‘Appointment’ and want to handle the Cascade operation, but the Plugin never get executed.
Reason & Solution
- CRM treats Cascade Assign operation on Child records as an Update.
- Register the Plug-in on ‘Update’ instead of ‘Assign’ message.
- In the Update plug-in, the Target entity only contain ‘Owner’ field
🙂
UserId & InitiatingUserId properties in Plugin of CRM
In CRM plugin, “IExecutionContext” contains 2 properties
- UserId
- Gets the GUID of the user for whom the plug-in invokes “on behalf of”.
- InitiatingUserId
- Gets the GUID of the user under which the current pipeline is executing.
Consider a scenario
- You have a user “RAJ” with “Sales Person” role with only “User Level” “Read” privilege on ‘Contact’
- You have a plugin on Post Deletion of ‘Contact’ with name “PostContactDelete”
- Assume in one particular scenario user “RAJ” should be able to delete a ‘Contact’
- So you can run the “PostContactDelete” plugin in the user with “SystemAdministrator” role
- (i.e., Set “Run in User’s Context” to User with admin role; In sample screen shot below I chosen my admin user whose name is ‘CRM WaSu1)
Run in User Context
- When User “RAJ” logs in and try to delete ‘Contact’ the plug-in “PostContactDelete” fires. When you debug
- IExecutionContext.UserId = GUID of SystemAdministrator (i.e., OnBehalfOf User ‘RAJ’)
- IExecutionContext. InitiatingUserId =GUID of RAJ (i.e., Actual User)
🙂
Creating a plug-in on SavedQuery entity using CRM developer toolkit
In one of my requirement I have to create a plugin on “SavedQuery” entity to filter the views
I was using CRM developer toolkit and when I open the “CRM Explorer” I did not find “SavedQuery” entity
Later I came to know that “CRM Explorer” show entities by ‘Display Name’ and there was entity with name ‘View’ for ‘SavedQuery’
SavedQuery in Developer Toolkit
Thought of sharing this though its simple observation
🙂
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