Friday, April 29, 2016

Plugins in CRM 2013

Passing configuration data using Plug-in registration tool (Secured vs. Unsecured)



  • CRM plugin registration tool contain “Unsecure & Secure” configuration sections while registering a “Step”
  • We can pass configuration data and can be used in the plug-in logic.
Plug-in registration - Secured and Unsecured sections
Plug-in registration – Secured and Unsecured sections
Secured vs. Unsecured
Below are key differentiations between Secured and Unsecured data configuration
  • Access
    • Data passed through “Unsecure” section is PUBLIC (i.e., It can be read by any user in CRM).
    • Only users with “System Administrator” role have access to the data passed through “Secure” configuration section
  • Storage
    • “Unsecure” config data will be stored along with the Plugin ‘Step’ registration information (i.e., In SdkMessageProcessingStep entity)
    • “Secure” config data will be stored in a separate entity named “SdkMessageProcessingStepSecureConfig”
      • Only “System Administrator” has Read access on this entity, hence only users with ‘Sys Admin’ role can access this data
    • Both “Secured & Unsecured” configuration data stored as “Plain text” in DB
  • Outlook Sync
    • “Unsecured” configuration data is downloaded to the user’s computer when they go offline making it Unsecure
    • “Secured” configuration data is NOT downloaded to User’s Computer when they go Offline
How to read Configuration data in Plug-in
In our plug-in class, we can define a constructor that passes two parameters (i.e., unsecure configuration and secure configuration)
public class AccountCreateHandler: IPlugin{
public AccountCreateHandler(string unsecure, string secure){
// Do something with the parameter strings.
}
public void Execute(IPluginExecutionContext context){
// Do something here.
}
}
Note :- If you want to read “Secure” configuration in the plug-in code, either change the user context in plugin registration as “CRM administrator ” or Impersonate to “CRM Administrator” role user in the code
:)
Categories:CRM 2011, Plug-InsTags:, , , 

Plug-ins in CRM 2011 – Useful points

July 7, 2012Leave a comment
Plug-in stages
  • Pre validation
    • Registered Plug-in run before the form is validated
    • Useful if you want to implement business logic before the actual validation starts.  i.e., Changes made in plug-in won’t be saved if the validation of the main system plugins complain because the changes are outside the database transaction.
    • Ex – Some “delete” plug-ins. Deletion cascades happen prior to pre-operation, therefore if you need any information about the child records, the delete plugin must be pre-validation.
  • Pre -operation
    • After validation and before the values are saved to the database
  • Post operation
    • Plugin will run after the values have been inserted/changed on the database
Database Transactions in Plug-Ins
  • Plug-ins may or may not execute within the database transaction
  • You can check if the plug-in is executing in-transaction by reading the ‘IsInTransaction‘ property of IPluginExecutionContext
  • Stages 20 and 40 are part of the database transaction while stage 10 and 50 may be part of the transaction
  • If plugin throws an exception, every action done during the transaction will be rollback
Few more Points
  • Whether a plug-in executes synchronously or asynchronously, there is a 2 minute time limit imposed on the execution of a (message) request.
  • If the execution of your plug-in logic exceeds the time limit, a Timeout exception is thrown
  • If a plug-in needs more processing time than the 2 minute time limit, consider using a workflow or other background process
  • ‘Pre-operation’ operations that CRM will do will not be carried out in pre-validation stage.
    • If you are deleting a record that has many-to-many relationship records with another entity; these relationship records will still be available in pre-validation stage, but not in pre-operation stage.
  • “Target” entity (i.e., pluginContext.InputParameters[“Target”])
    • It’s the entity on which plug-in registered
    • It only contains “dirty” attributes. if you convert to early bound, the value of the unchanged attribute will be null
Useful MSDN article :)
Categories:CRM 2011, Plug-InsTags:, , , , , 

Fetching user security roles using Linq in CRM 2011 Plug-in’s

January 17, 20125 comments
Hi,
Below is the sample code to fetch the User’s security roles based on the “User Id” in the Plug-in’s using Linq
        /// <summary>
/// Returns the list of User security role names
/// </summary>
private List<string> GetUserRoles(IOrganizationService service, Guid userId) {
// Create Query Expression to fetch Role Entity
var query = new QueryExpression
{
// Setting the link entity condition and filter condition criteria/
LinkEntities =
{
new LinkEntity
{
LinkFromEntityName = “role”,
LinkFromAttributeName = “roleid”,
LinkToEntityName = “systemuserroles”,
LinkToAttributeName = “roleid”,
LinkCriteria = new FilterExpression
{
FilterOperator =
LogicalOperator.And,
Conditions =
{
new ConditionExpression
{
AttributeName =  “systemuserid”,
Operator =    ConditionOperator.Equal,
Values =
{
userId
}
}
}
}
}
},
ColumnSet = new ColumnSet(true),
EntityName = “role”
};
// Obtain results from the query expression.
var userRoles = service.RetrieveMultiple(query);
// Get the usre role names collection
var roleNames = new List<string>();
if (userRoles != null)   {
roleNames.AddRange(
from entrole in userRoles.Entities
select entrole as Role
into role
where role != null && role.RoleId != null
select role.Name);
}
return roleNames;
}
How do I call this method :-
  • In your plug-in, pass the service and User Id as parameters to this method
public void Execute(IServiceProvider serviceProvider) {
context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
var serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
var service = serviceFactory.CreateOrganizationService(context.UserId);
// Get the current users Security Roles Name’s
Var roleNames = GetUserRoles(service, this.context.UserId);
}
Hope it helps:)
Categories:CRM 2011, Plug-InsTags:, , , , , 

Sending an Email using CRM 2011 Plug In

August 3, 201126 comments
Hi,
In one of my recent requirements, I had to send an Email using Plug-in (Late Binding). Below is the code snippet.
private void SendEmail(IOrganizationService service, Guid recieverUserId, Guid senderUserId, Guid regardingObjectId, string emailBody, string emailSubject)
{
Entity email = new Entity();
email.LogicalName = “email”;
//Set regarding object property (i.e. The entity record, which u want this email associated with)
EntityReference regardingObject = new EntityReference(“{entity_name}”, regardingObjectId);
email.Attributes.Add(“regardingobjectid”,regardingObject);
//Defining Activity Parties (starts)
EntityReference from = new EntityReference(“systemuser”, senderUserId);
EntityReference to = new EntityReference(“systemuser”,recieverUserId);
//Derive from party
Entity fromParty = new Entity(“activityparty”);
fromParty.Attributes.Add(“partyid”,from);
//Derive to party
Entity toParty = new Entity(“activityparty”);
toParty.Attributes.Add(“partyid”, to);
EntityCollection collFromParty = new EntityCollection();
collFromParty.EntityName = “systemuser”;
collFromParty.Entities.Add(fromParty);
EntityCollection collToParty = new EntityCollection();
collToParty.EntityName = “systemuser”;
collToParty.Entities.Add(toParty);
email.Attributes.Add(“from”,collFromParty);
email.Attributes.Add(“to”, collToParty);
//Defining Activity Parties (ends)
//Set subject & body properties
email.Attributes.Add(“subject”,emailSubject);
email.Attributes.Add(“description”, emailBody);
//Create email activity
Guid emailID = service.Create(email);
//Sending email
SendEmailRequest reqSendEmail = new SendEmailRequest();
reqSendEmail.EmailId = emailID;//ID of created mail
reqSendEmail.TrackingToken = “”;
reqSendEmail.IssueSend = true;
SendEmailResponse res = (SendEmailResponse)service.Execute(reqSendEmail);
}
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