Today we got a requirement to fetch all the records that are created in the last month by using MS Flow. We can do this by using “Dynamics 365 List records” action and we have to provide OData filter query for this action. I tried to use the same “last-month” operator that we use in the fetch xml. But this will not work for OData query. We need to use “LastMonth” function for this as defined in this link. The below are the examples to use these date functions.
Today we got a requirement to perform some logic on the create of case by using “Convert To Case” button on email activity. The logic shouldn’t execute if the case is created manually (Service –> Case –> +New). I decided to write a plugin on create of case and perform my logic but the problem is to identify whether the case is created manually or using “Convert To Case” button. Case record is not holding any reference of source email to distinguish. After some research I decided to write a plugin on “Update” of “Email” entity (filtering attribute: regardingobjectid). Whenever an email is converted to case, the platform updating the regarding field with the case that is newly created. So I felt this way I can identify the case which is created by using “Convert To Case” button. However, my plugin executes whenever some one update the regarding field manually on email entity, so I used the following conditions in my plugin to avoid this scenario.
Depth should be more than 1
Regarding shouldn’t hold any value in PreImage and should hold the value in PostImage
“Subject” of email should be same as the “Title” of the case
IOrganizationService organizationService = localContext.OrganizationService;
ITracingService tracingService = localContext.TracingService;
IPluginExecutionContext context = localContext.PluginExecutionContext;
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
Entity targetEntity = (Entity)context.InputParameters["Target"];
var targetRegardingObject = targetEntity.Contains("regardingobjectid") ? targetEntity.GetAttributeValue<EntityReference>("regardingobjectid") : null;
if (targetRegardingObject != null && targetRegardingObject.LogicalName == "incident")
Entity preImage = (Entity)context.PreEntityImages["PreImage"];
Entity postImage = (Entity)context.PostEntityImages["PostImage"];
var preRegarding = preImage.Contains("regardingobjectid") ? preImage.GetAttributeValue<EntityReference>("regardingobjectid") : null;
var postRegarding = postImage.Contains("regardingobjectid") ? postImage.GetAttributeValue<EntityReference>("regardingobjectid") : null;
var postSubject = postImage.Contains("subject") ? postImage.GetAttributeValue<string>("subject") : string.Empty;
var incidentRecord = organizationService.Retrieve("incident", targetRegardingObject.Id, new ColumnSet("title"));
var caseTitle = incidentRecord != null && incidentRecord.Contains("title") ? incidentRecord.GetAttributeValue<string>("title") : string.Empty;
if (context.Depth > 1 && preRegarding == null && postRegarding != null && caseTitle == postSubject)
//Your code is here
The above code is perfectly working for the scenario that I explained above but I am happy to hear suggestions and any scenarios that I have not considered.