My client want the fullname with the suffix and custom order like LastName, FirstName Middle Name Suffix. Dynamics CRM System Settings doesn't have the option to set the custom order fullname. Contact entity fullname is readonly attribute, it won't allow to update the fullname directly.
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You can update through only pre create or update operation plugin.
i created one image for pre update, it contains firstname,lastname,middlename,dns_suffix and also FilteringAttributes.
Plugin Step & image
Plugin Code
You can update through only pre create or update operation plugin.
i created one image for pre update, it contains firstname,lastname,middlename,dns_suffix and also FilteringAttributes.
Plugin Step & image
<Plugin Description="Update Full Name with Suffix" FriendlyName="FullName" Name="DNS.VM.Plugins.FullName" Id="00000000-0000-0000-0000-000000000000" TypeName="DNS.VM.Plugins.FullName">
<Steps>
<clear />
<Step CustomConfiguration="" Name="PreCreate" Description="Update Full Name" Id="00000000-0000-0000-0000-000000000000" MessageName="Create" Mode="Synchronous" PrimaryEntityName="contact" Rank="1" SecureConfiguration="" Stage="PreInsideTransaction" SupportedDeployment="ServerOnly" />
<Step CustomConfiguration="" Name="PreUpdate" Description="Update Full Name" FilteringAttributes="firstname,lastname,middlename,dns_suffix" Id="00000000-0000-0000-0000-000000000000" MessageName="Update" Mode="Synchronous" PrimaryEntityName="contact" Rank="1" SecureConfiguration="" Stage="PreInsideTransaction" SupportedDeployment="ServerOnly">
<Images>
<Image Attributes="firstname,lastname,middlename,dns_suffix" EntityAlias="PreImage" Id="00000000-0000-0000-0000-000000000000" MessagePropertyName="Target" ImageType="PreImage" />
</Images>
</Step>
</Steps>
</Plugin>
<Steps>
<clear />
<Step CustomConfiguration="" Name="PreCreate" Description="Update Full Name" Id="00000000-0000-0000-0000-000000000000" MessageName="Create" Mode="Synchronous" PrimaryEntityName="contact" Rank="1" SecureConfiguration="" Stage="PreInsideTransaction" SupportedDeployment="ServerOnly" />
<Step CustomConfiguration="" Name="PreUpdate" Description="Update Full Name" FilteringAttributes="firstname,lastname,middlename,dns_suffix" Id="00000000-0000-0000-0000-000000000000" MessageName="Update" Mode="Synchronous" PrimaryEntityName="contact" Rank="1" SecureConfiguration="" Stage="PreInsideTransaction" SupportedDeployment="ServerOnly">
<Images>
<Image Attributes="firstname,lastname,middlename,dns_suffix" EntityAlias="PreImage" Id="00000000-0000-0000-0000-000000000000" MessagePropertyName="Target" ImageType="PreImage" />
</Images>
</Step>
</Steps>
</Plugin>
Plugin Code
public class FullName : Plugin
{
public FullName()
: base(typeof(FullName))
{
base.RegisteredEvents.Add(new Tuple<int, string, string, Action<LocalPluginContext>>(20, "Create", 'contact', new Action<LocalPluginContext>(ExecutePreCreate)));
base.RegisteredEvents.Add(new Tuple<int, string, string, Action<LocalPluginContext>>(20, "Update", 'contact', new Action<LocalPluginContext>(ExecutePreUpdate)));
}
/// Plugin steps:
/// create - contact - pre-operation - synchronous
/// update - contact - pre-operation - synchronous - filtering attributes: firstname, lastname, suffix, middlename
/// </summary>
protected void ExecutePreCreate(LocalPluginContext localContext)
{
if (localContext == null) throw new ArgumentNullException("localContext");
IPluginExecutionContext context = localContext.PluginExecutionContext;
IOrganizationService service = localContext.OrganizationService;
if (context.InputParameters != null && context.InputParameters.Contains("Target"))
{
Entity target = (Entity)context.InputParameters["Target"];
Entity img = (context.PreEntityImages != null && context.PreEntityImages.Contains("PreImage")) ? localContext.PluginExecutionContext.PreEntityImages["PreImage"] : null;
SetFullName(target, img);
}
}
protected void ExecutePreUpdate(LocalPluginContext localContext)
{
if (localContext == null) throw new ArgumentNullException("localContext");
IPluginExecutionContext context = localContext.PluginExecutionContext;
IOrganizationService service = localContext.OrganizationService;
if (context.InputParameters != null && context.InputParameters.Contains("Target"))
{
Entity target = (Entity)context.InputParameters["Target"];
Entity img = (context.PreEntityImages != null && context.PreEntityImages.Contains("PreImage")) ? localContext.PluginExecutionContext.PreEntityImages["PreImage"] : null;
SetFullName(target, img);
}
}
private void SetFullName(Entity target, Entity img)
{
string firstName = GetValue(target, img, 'fistname');
string lastName = GetValue(target, img, 'lastname');
string middlename = GetValue(target, img, 'middlename');
string suffix = string.Empty;
//Suffix
if (target.Attributes.Contains('dns_suffix'))
{
if (target.Attributes['dns_suffix'] != null)
suffix = GetSuffix(Int32.Parse(((OptionSetValue)(target.Attributes['dns_suffix'])).Value.ToString()));
}
else if (img != null && img.Attributes.Contains('dns_suffix'))
{
if (img.Attributes['dns_suffix'] != null)
suffix = GetSuffix(Int32.Parse(((OptionSetValue)(img.Attributes['dns_suffix'])).Value.ToString()));
}
//Full Name
string fullName = string.Join(" ", new string[] { lastName+",", firstName, middlename, suffix }.Where(a => !string.IsNullOrWhiteSpace(a)));
target['fullname'] = fullName;
}
private string GetValue(Entity target, Entity img, string attname)
{
string attval = string.Empty;
if (target.Attributes.Contains(attname) && target.Attributes[attname]!=null)
attval = target.Attributes[attname].ToString()
else if (img != null && img.Attributes.Contains(attname) && img.Attributes[attname] != null)
attval = img.Attributes[attname].ToString();
return attval;
}
private string GetSuffix(int value)
{
switch (value)
{
case 0: return "JR";
case 1: return "SR";
case 2: return "II";
case 3: return "III";
case 4: return "IV";
case 5: return "V";
case 6: return "VI";
case 7: return "VII";
default: return "";
}
}
}
{
public FullName()
: base(typeof(FullName))
{
base.RegisteredEvents.Add(new Tuple<int, string, string, Action<LocalPluginContext>>(20, "Create", 'contact', new Action<LocalPluginContext>(ExecutePreCreate)));
base.RegisteredEvents.Add(new Tuple<int, string, string, Action<LocalPluginContext>>(20, "Update", 'contact', new Action<LocalPluginContext>(ExecutePreUpdate)));
}
/// Plugin steps:
/// create - contact - pre-operation - synchronous
/// update - contact - pre-operation - synchronous - filtering attributes: firstname, lastname, suffix, middlename
/// </summary>
protected void ExecutePreCreate(LocalPluginContext localContext)
{
if (localContext == null) throw new ArgumentNullException("localContext");
IPluginExecutionContext context = localContext.PluginExecutionContext;
IOrganizationService service = localContext.OrganizationService;
if (context.InputParameters != null && context.InputParameters.Contains("Target"))
{
Entity target = (Entity)context.InputParameters["Target"];
Entity img = (context.PreEntityImages != null && context.PreEntityImages.Contains("PreImage")) ? localContext.PluginExecutionContext.PreEntityImages["PreImage"] : null;
SetFullName(target, img);
}
}
protected void ExecutePreUpdate(LocalPluginContext localContext)
{
if (localContext == null) throw new ArgumentNullException("localContext");
IPluginExecutionContext context = localContext.PluginExecutionContext;
IOrganizationService service = localContext.OrganizationService;
if (context.InputParameters != null && context.InputParameters.Contains("Target"))
{
Entity target = (Entity)context.InputParameters["Target"];
Entity img = (context.PreEntityImages != null && context.PreEntityImages.Contains("PreImage")) ? localContext.PluginExecutionContext.PreEntityImages["PreImage"] : null;
SetFullName(target, img);
}
}
private void SetFullName(Entity target, Entity img)
{
string firstName = GetValue(target, img, 'fistname');
string lastName = GetValue(target, img, 'lastname');
string middlename = GetValue(target, img, 'middlename');
string suffix = string.Empty;
//Suffix
if (target.Attributes.Contains('dns_suffix'))
{
if (target.Attributes['dns_suffix'] != null)
suffix = GetSuffix(Int32.Parse(((OptionSetValue)(target.Attributes['dns_suffix'])).Value.ToString()));
}
else if (img != null && img.Attributes.Contains('dns_suffix'))
{
if (img.Attributes['dns_suffix'] != null)
suffix = GetSuffix(Int32.Parse(((OptionSetValue)(img.Attributes['dns_suffix'])).Value.ToString()));
}
//Full Name
string fullName = string.Join(" ", new string[] { lastName+",", firstName, middlename, suffix }.Where(a => !string.IsNullOrWhiteSpace(a)));
target['fullname'] = fullName;
}
private string GetValue(Entity target, Entity img, string attname)
{
string attval = string.Empty;
if (target.Attributes.Contains(attname) && target.Attributes[attname]!=null)
attval = target.Attributes[attname].ToString()
else if (img != null && img.Attributes.Contains(attname) && img.Attributes[attname] != null)
attval = img.Attributes[attname].ToString();
return attval;
}
private string GetSuffix(int value)
{
switch (value)
{
case 0: return "JR";
case 1: return "SR";
case 2: return "II";
case 3: return "III";
case 4: return "IV";
case 5: return "V";
case 6: return "VI";
case 7: return "VII";
default: return "";
}
}
}