By now I am sure most of you have heard about ChatGPT. The AI product is pouring out surprisingly intelligent responses to all sorts of questions that people all around the world have given it lately.
There have been examples of the tool writing papers for school, creating blog posts for people, and helping formulate fairly complex text for webpages and marketers. One thing that someone tipped me off about was the ability to write code, and I was a bit curious as to what that would mean.
So one of the many gaps in my knowledge is specifically regarding Plugins. A plugin is a piece of backend code that runs in real time when triggers occur in Dataverse. I tried doing a little plugin with some help a few years ago and wrote about it on the Company Blog – Plugin in 1 hour.
We got the below error while trying to create a quote product programmatically.
As the error message specifies, this is because we are trying to add/associate a DRAFT product to the Quote Product.
We will get a similar error from the application as well if we try adding a draft product as an existing product to either a quote product or an opportunity product.
One of the many strong points of Dynamics 365 Marketing is the separation of the Dynamics 365 environment and the Marketing services (see “Elements in a Marketing environment“)
This separation has a lot of advantages – including performance. However, the data in the Marketing services aren’t directly accessible to users
So what if you will want to tap into those interaction data? What if you are looking for a way to fire up an action card (or an email) to sellers if one of the contacts they own does something interesting, e.g. clicks a “learn more” link in a marketing email, or something similar?
Sure you can handle this in a customer journey, but what if you need logic for all emails in all customer journeys? Then you’ll need to tap into the interaction data in the Marketing Service.
Recently we got the below issue while saving the contact record. It was throwing this for one of our plugin steps registered on the update, for which we had already removed the profiling.
The profiling was already removed from the step.
It was the same error while trying to uninstall the profiler.
As mentioned in the error message we checked the Plug-in Profiler assembly in the Plugin Registration tool and could find the reference to the step there.
Recently we had a requirement to capture the date when a lead is qualified. Here we can create a new date time attribute to capture the lead qualification date and update this field either through workflow, flow, or plugin on lead qualification.
Status Code = 3 (Qualified)
We implemented a plugin on PreOperation – Update of lead, with filtering attributes as the state code.
Below is the sample code for the plugin –
public void Execute(IServiceProvider serviceProvider)
{
ITracingService tracingService = (ITracingService)serviceProvider.GetService(typeof(ITracingService));
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
try
{
tracingService.Trace("start plugin execution: {0}", this.GetType().FullName);
// plugin is in pre update stage of lead
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity &&
context.MessageName.Equals("update", StringComparison.OrdinalIgnoreCase) &&
context.Stage == 20)
{
var leadEntity = (Entity)context.InputParameters["Target"];
if(leadEntity.LogicalName == "lead")
{
if(leadEntity.Attributes.Contains("statuscode") &&
((OptionSetValue)leadEntity.Attributes["statuscode"]).Value == 3
)
{
tracingService.Trace("Lead with Id {0} is getting qualified at {1}",
leadEntity.Id.ToString(), DateTime.UtcNow);
// the custom date time field to capture the qualification date
leadEntity["custom_qualificationdate"] = DateTime.UtcNow;
}
}
}
tracingService.Trace("end plugin execution: {0}", this.GetType().FullName);
}
catch (System.ServiceModel.FaultException<OrganizationServiceFault> ex)
{
tracingService.Trace(ex.Detail.Message);
throw;
}
catch (Exception ex)
{
tracingService.Trace(ex.ToString());
throw;
}
}
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