Streamline your crm lead qualification process for facilities

How to create outlook signature

hello everyone so in this video i'll show you how to write plugin to qualify your leads into opportunity so in the out of the box when you qualify any lead then account contact and opportunity will be created in the dynamics so in the real-time project your leads will be coming from different source like power apps or portals or any integrated sites and from there you will be generating leads into your dynamics and then those leads has to be converted into opportunity to convert that we have to qualify that so when you qualify then the record of account contact and opportunity will be created so i will be showing the plugin how to write and how to qualify that automatically as soon as it is created into the dynamics okay so let's proceed with the logic first so here this is the my solution which we have developed in the last plugin videos okay i have created one folder here plugin base and inside the plugin base i will be writing my all basic all basic functions which can be used in my drive class so let me add the new file here and name this plugin base okay and inside that i will be implementing my plugin interface so before that i have to use my some name space so using so i have included my required namespace here then i will be implementing my plugin interface when you implement this you will have the execute method okay and since uh this will be my base class of my all plugins so i don't have to register my plugin on this base class so means i don't have to intentionate this class here so the intensity class will be which are derived from this base class right those will be my actual plugins that is why i can name this plugin as a abstract class so i'll put this public abstract okay and our logic will be our logic will be here in the execute method so but before that uh we have to uh instantiate our basic uh basic objects which will be coming from that plugin so for that i will be you i will be using the one separate uh i will be using one separate uh class inside my base class so i'll name this protected uh class and that is local plugin execution okay inside that i will have these some properties i'll name that like properties like i organization service so this is interface that is why so it is internal internal then i will have the i service provider service provider these are the properties i will create for my local plugin executions and those these properties are common which we will use for our plug-in so i organize execution organization service factory service factory i uh organization service then we have i plugin execution context i'll name this plugin context and in the last we will have the tracing service so i pressing service okay so these are the some five common uh properties uh which we will set so to set this value we will use the constructor of this class so i will get the constructor so public lookup plugin execution and inside the constructor i will pass the i service provider because inside those inside the service provider these are the components like testing service factory organization service will be initialized with that from that so i'll take this parameter here service provider and we'll check if the service provider is equals to null then we will throw the exception invalid plug-in execution exception that is invalid service provider okay if the service provider is coming correctly then we will intensity will set the values of this property so here this start first of all we will set the plugin execution plugin context that will be equal to service provider dot get service type i plug in execution context and we have to cast here okay so likewise i'll do for other properties i will create the service here so let's call organization service that will be from this service factory dot create organization service and this will be under the context restart plugin contacts dot user id so we got the service also and the last will have the pressing service okay so all those properties has been initialized using this constructor okay if you want some method to like to twist in messages and all if you want you can put that metal method inside this plug-in execution context so let me write one simple small method it will take not much time so probably i will write that public void press messages test message and that will be a string and message we'll check if the message string string dot is null or white space if we don't have any message if it is blank then we will return from this method okay and also we'll check if the uh this dot plugin context if it is equals equals to null then we will uh we'll throw the exception or we can um distort tracing service we can dress some message testing service that invalid plugin execution context okay so we will write some message like this if it is object is fine then we will write our actual message so for that we'll write uh this dot is in service dot trace and we'll write the string dot format culture info in variant culture and here we'll have this string here so we will name when the name that we will write some message here so that will be simply uh we can write the message like this message here so what are the messages are coming we can write into this function here so using the test message we can rightly trust this message so this is very simple you use this mesh message name uh message function here to write in your drive plug-in class very simple one you can use that function from this local plug-in execution here so this is developed our main concern is with the execute method this is the our entry point of the plugin our logic will go here so first of all we will clear the instance of this when you have instance of this we will have the these properties initialized and we we have the service provider coming from the execute method right so let's let's initialize that first so we'll check this first before in slice that service pointer is correctly coming service pointer if it is equals equals to null then we will throw the exception so this provider is not initialized correctly okay so once it is coming correctly then we will initialize the local plugin execution i'll name the variable local plugin execution that will request to the new plugin execution and here it is expecting this service provider so we'll pass the service provider here so once it is initialized then i can write my logic uh for the plugin so but i will be writing those login logic in the different method and that method will be using in my drive plug-in so what i'll do i'll create one virtual method here okay i'll name this public protected uh and then this i'll make the access level as protected and that will be virtual type and no message no return from this and the name i will be plug execute execute plug-in logic okay and here the input uh of this uh method will be the the uh object what we have initialized here so this will be the input or the parameter for this function so i'll pass this parameter here okay and here inside that function we will be overriding this method into our drive class that is in the actual plugin class so our logic plugin logic will be returned in derived drive in class okay by overriding this method this method okay so we will call this method here so let me use the try block if any exceptions to ex and throw the exception here so throw new so new invalid plugin execution exception and ex dot message and inside that we will call this method here so in the try block i will call this local plugin execution so now we have correctly uh developed our plugin base class and this is ready to be used inside the plugin folder so what i'll do inside my plugin folder i will be writing my one plugin here so plugin since i will writing plugin to qualify automatically so first of all the plugin has to be created and then it has to be qualified so the create of the plugin will happen by the students number 30 that is core operation and to qualify they plug in to qualify the lead automatically in the next stage that is stationary 40 that is on post operation i will be writing the logic so i'll name this plugin qualify qualify and that is for post operation okay and we will be this will be our actual plugin not the plugin base so our this plugin will be inheriting from the plugin base so i'll i'll use the plugin base here and it's not coming because this is present in the different folders i will use the name space plugin base and now we'll have this plugin based class here so this will be our public public class and this is our plugin so you can see this is inherited here and now our here we have the override of sorry virtual method here where our logic will go here and since this function is being called from the execute method and then this this uh plug execute plugin logic will be overwriting is our logic of all the plugin will go inside this function which will be overriding inside the our actual plugin class here okay so for that what i am going to do i will use the protected name space and then we have the override so as soon as you give the override whatever the in the base class you have some virtual methods which can be override it will display here so you will override that method here so this is my method actual plug-in a logic method i will be overriding and our logic will go here inside this block so plugin logic here it will go so here since inside these uh base inside this function we have passed the logic here and plugging a local plugin execution so it's coming here you can see here it's coming here so our all object what when it is initialized it will be coming here and what it has is those services what we have in intensity here right we what we have uh set here this property so like service provider service factory honest service as plug-in execution contacts those will be coming from this local so inside this block first of all i have to take those parameter so what i'm going to do i'll initialize initialize a plug-in basic components okay so first of all i plug in execution contact so it's not coming because i have to use this a mandatory namespace so using microsoft.xml.sdk so i have included some name space here now i will first of all initialize the plug-in execution context in a education context i'll name the variable context that is close to and that will be coming from the this one so let's check this first whether it is correctly initialized or not before we use that so if the plugin execution context sorry this is local if it is equals to null if it is not coming correctly then we will throw the exception in valid plugin execution exception and that will be a local plugin execution is not initialized correctly okay if it is coming correctly then i can use that to set the my variable so that will be plugin contacts likewise i will have the i organization service and then we'll name that crm service that will be local contacts dot organization service then i have the pressing service so pressing that will be local plug-in dot pricing service so i got my mandatory um component from the my local plug-in execution and our logic will go here from here so first of all i will check the inside the context i will have the input parameter since i register my plugin for the lead entity and that will be for the create message and then on the post operation my lead will be qualified so for that i will be uh checking if the context in the target is there or not so check target is present or not okay so if context dot import parameters it will be present into the input parameters and the properties target target as entity so first of all it has to be create here so let's check the context.input parameters dot contains the target attribute first so it should have the target attribute there present and then it should be tough type entity if it is of type entity then we can check that so context input parameter contents target and contextual parameter target is entity then uh we will check the other components so first of all we'll check whether our plugin is registered for the create message or not so context dot the message name dot to lower case i will convert to lowercase if it is not equals to create our plugin is not restart on the create and if it is not on the post operation so means in the stage not equals to 40 then we will return from this plugin okay if it is correctly uh registered and it has required target then first of all we will get the target entity so that will be nothing but the lead which is created immediately right so i'll take that sort entity uh that will be target lead that is equals to context dot input parameters and i will have the from the target attribute i'll get that target as entity so uh the creative lead will be presented to this variable so now i will qualify that here so for that i will have to use the qualify lead request name the variable qualify lead that equals to the new qualify lead request and this request we have to execute using the crm service so before that we have to initialize some components so first of all which lead we will we will qualify so we have the lead id that will be equal to the we have the lead target which is calculated right so we have the target so that will be the type of entity reference so lead id will be your type of entity reference so this will be new entity reference and to get that we have to use the logical name and the id so we have the target id dot logical name and the target id dot id okay and then we have to uh set the status the status indicate like when any you can see when any lead is created so let me open this so when any lead is created so this is the status so for the like for open we'll have the status one for the newer status 2 for qualifier status 3 like that for each status we'll have the numbers there so we have the status and that will be new option set value and that will be three for the qualify so it is two for this is for qualify status and now we have the other three compress as i mentioned before even any lead is created then it will get the account contact and the opportunity so we have that control also so you can see we have create account i'll say that's true okay then we have create lead contact then i'll say this true and then we have create opportunity said that's true okay once our request is created uh we have to execute that so i will uh the uh when it's executed then it will be present in the response so we have the qualify lead response that is lead response i'll name the variable lead response that will be crm service dot execute and then we have the qualify lead request what we have created and this one so it's coming because we have to cast the response into this type okay so finally when lead is created so whatever the operation has performed by this execute method on this lead request and it will be present in the lead response so we have some components which you can use like if uh if you want to use like uh lead response as for like inside the entity created entities you can see this is the list of entity uh reference collection which which means whatever the three components if if these three are created then this will be present inside the created entities if you want to use the results you can use that if you want to response name you can use that so few components are there in the response which you can use but most probably most of the time you will see the people will be using the created entities okay so once it is qualified then it's done so i will i will trace this so pressing service dot trace and name that lead is qualified so i'll test the message like lead is qualified okay like that so fine so our lead our lead qualifier plugin is ready so let me register that so first of all uh i'll build my solution so my solution is build without error okay and then i will going to register the sensor but before that we have to make sure the plugin what we have created it should be in the public access access module should be public then all it will be available there and it is inheriting from the plugin base and when you go to the plugin base it has the execute method which is using the constructor of the local plugin execution contact local plugin execution and inside that it has all the properties so this is uh structured correctly so let's register and see the operation it works so here this is my plugin uh uh presentation tool i have login already to my instance here so this is my assembly which we already registered so i'm going to update this assembly here i'll select my assembly and i will register it you can see uh one plugin assemblies are written but one we have register one plugin so it's coming here right one plugin register okay so we'll go to the our plugin here so we have register so this is our plugin plugin qualify post operation okay this is it so we have to register this step for that so register the new step and message will be create we have given in the plugin code here this is for the create message okay so create and then it will be lead primary entity will be lead and then second identity none and then it will be post operation and it will be synchronous so let let's keep this synchronous and post operation okay so done so you will register this step so plugin register so now as soon as i will create the new lead so it will be qualified automatically so i'll create a new lead here the first name i will give as a dnlp test lead test one okay so with this lead you can see uh uh today all these are the list of all the leads created today so i'll go to results it's not yet created so i'll going to create that one let me show you that and here is the company name which is the lead is qualified to the opportunity then with the company name the account will be created okay so here i'm going to give the company name as dnlv lead one company okay so with this name the account will be created and if you have any other parameters for the lead you can put you can fill here and then finally you save this so now you can see the status is qualified so what happened this lead is qualified and is converted to opportunity so let me show you through this advanced find okay so look of look for this look for the lids and created on today and you will see the lead dna will be latest it is created and it is qualified the same record which is here so it's created and qualified and it is inactive okay now we'll see the uh any opportunity is created or count so i will refresh this you can see the dna we need one company is created here okay and then coming to the contact using the dnl br you can see the dna lead test one it is also created and now coming coming to the opportunity this one catered on today you can see the dmo1 lead qualification opportunity is also created so this is how you can get the plugin and you can you can use the lead qualifier request to qualify your plugin or to qualify your leads into the opportunity in the program in the plugin so i hope now you understood the structure of the plugin base also how it works and you can write the plugin for qualify also i hope this video was useful to you and thank you watching this video guys