Tutorial 5

Task

• Automatic update latest value from Finance System to Annual Revenue field on Account.

Coding

1. Open Crm solution Kool, then define Custom Action as below

2. Add PL.DynamicsCrm.DevKit > 13. C# Custom Action Project to solution.
   • A popup form opened.
   • Select saved connection or create new connection.
   • Leave blank in the Project Name
   • Click OK
   • PL.DynamicsCrm.DevKit created custom action project name: Wooow.Kool.CustomAction
3. Add PL.DynamicsCrm.DevKit > 09. C# Custom Action Class to Wooow.Kool.CustomAction project.
   • A popup form opened.
   • Select saved connection or create new connection.
     • PL.DynamicsCrm.DevKit load all custom action bind to dropdown Message.
   • Select wo_AnnualRevenue
   • Click OK
     • PL.DynamicsCrm.DevKit created custom action class: PostAccountwo_AnnualRevenueSynchronous
     • Always check PL.DynamicsCrm.DevKit created comment in your custom action class with InputParameters and OutputParameters

4. Continue coding

private ParameterCollection ExecuteCustomAction()
{
    var outputs = new ParameterCollection();
    //YOUR CUSTOM ACTION BEGIN HERE
    var target = (EntityReference)Plugin.Context.InputParameters["Target"];
    var accountNumber = (string)Plugin.Context.InputParameters["AccountNumber"];
    /*
    Your code here to connect Finance System with target, accountNumber data.
    This case the result always return value: 12345
    */
    var annualRevenue = 12345;
    //Update Annual Revenue data to Account
    var account = new Account(target.Id);
    account.Revenue = annualRevenue;
    Plugin.Service.Update(account.GetUpdateEntity());
    //Return data to Custom Action
    outputs.Add(new KeyValuePair<string, object>("AnnualRevenue", annualRevenue));
    return outputs;
}

5. Rebuild solution without errors.
6. Open command-line, go to Wooow.Kool.CustomAction folder, then run deploy.bat and waiting PL.DynamicsCrm.DevKit.Cli deploy to Dynamics Crm.
7. We will this custom action in this tutorial ABCD
8. Check-in all files to your source control.
9. You finished this tutorial.

Your Solution Explorer after you finished this tutorial