plugin task

Category: crm

Question

Yogi Reddy on Fri, 07 Apr 2017 10:07:05


Hi ,

Actually my doubt is here..

Write a plugin to check for Duplicate " Like EXP:Account” record.

Description : Whenever a new “Account ” record is created, check for the existing record with the same name,  Date and value. If available, then block the creation of new record. 

* I am chaning my entity name . can u help in this 

Replies

Andrii Butenko on Thu, 04 May 2017 16:42:50


Hello,

If you don't know where to start here is a good resource - https://msdn.microsoft.com/en-us/library/gg334724.aspx

Pramay on Mon, 08 May 2017 18:47:45


You can also check if duplication detection rules can help you achieve this

https://www.microsoft.com/en-us/dynamics/crm-customer-center/set-up-duplicate-detection-rules-to-keep-your-data-clean.aspx