Associate/Disassociate plugin messages in CRM

Sample Code –

 public class MyPlugin: IPlugin
    {
        public void Execute(IServiceProvider serviceProvider)
        {
            ITracingService tracingService = (ITracingService)serviceProvider.GetService(typeof(ITracingService));
            IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
            IOrganizationServiceFactory factory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
            IOrganizationService orgService = factory.CreateOrganizationService(context.UserId);

            try
            {
                tracingService.Trace("start plugin execution: {0}", this.GetType().FullName);
                if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is EntityReference && context.ParentContext == null)
                {
                    tracingService.Trace("Parent Context is null");
                    if (context.MessageName == "Associate")
                    {
                        if(context.InputParameters.Contains("Relationship") &&
                            ((Relationship)context.InputParameters["Relationship"]).SchemaName.Equals("schemaname"))
                        {
                            tracingService.Trace("Relationship Found");
                            if (context.InputParameters.Contains("RelatedEntities") && context.InputParameters["RelatedEntities"] is EntityReferenceCollection)
                            {                                
                                var primaryEntity= (EntityReference)context.InputParameters["Target"];
                                var  relatedEntities= context.InputParameters["RelatedEntities"] as EntityReferenceCollection;
                                                           
                            }                           
                        }  
                    }
                }

                tracingService.Trace("end plugin execution: {0}", this.GetType().FullName);
            }
            catch(InvalidPluginExecutionException)
            {
                throw;
            }
            catch (System.ServiceModel.FaultException<OrganizationServiceFault> ex)
            {
                tracingService.Trace(ex.Detail.Message);
                throw;
            }
            catch (Exception ex)
            {
                tracingService.Trace(ex.ToString());
                throw;
            }
        }

      
    }

Rajeev Pentyala – Technical Blog on Power Platform, Azure and AI

In CRM, the Associate or Disassociate event happens

If you have a N:N relationship between two entities and when you try to associate or disassociate records either from Associated view or Sub grid.

Entity Associate View

In Plugins, the Associate & Disassociate messages behave little different than other messages.

When you register a plugin on Associate message, you have to leave “Primary and Secondary” entities as ‘none’.

Associate Plugin Step

Since we don’t provide entity names, the registered Plug-in step triggers on all “Associate” operations, so we have to check few conditions to let the “Association” trigger happen only between intended entities.

You can use the below code template for Associate or Disassociate plugins

            EntityReference targetEntity = null;
            string relationshipName = string.Empty;
            EntityReferenceCollection relatedEntities = null;
            EntityReference relatedEntity = null;
            if (context.MessageName == “Associate”) {
                // Get the “Relationship” Key from context
                if…

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