Скачать или смотреть How to Update Zero Values in Dynamics CRM with Plugin Logic

Discover how to effectively manage and update zero values across multiple records in Dynamics CRM using plugin logic. Understand the step-by-step approach to create sums, update entities, and store formulas.
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How to Update Zero Values in Dynamics CRM with Plugin Logic: A Comprehensive Guide

In the realm of Dynamics CRM, maintaining accurate data is crucial for effective decision-making and reporting. One common issue that developers face is updating zero values across multiple records in the same entity. In this guide, we will detail a refined approach using plugin logic to sum fields from multiple records and update these values while storing the corresponding formulas.

The Problem: Updating Zero Values

Imagine you have a collection of records in Dynamics CRM with various fields like price, quantity, and sales. It's not uncommon for some of these fields to total to zero after calculations, signaling a critical need for updates and formula preservation even for those values that reached zero.

For example, if you have several sales records, the sum of sales might be zero, requiring you to update the respective fields and store information on how those values were computed. The challenge lies in ensuring that we update certain fields, including those that resulted in a zero value, while avoiding updates on fields that were zero by default.

The Solution: A Step-by-Step Approach

To effectively manage this logic, we will employ a flag to determine whether a field formula and checksum should be updated based on the computed totals. Here’s how you can implement this.

Step 1: Define the Attributes

First, identify the fields you wish to sum. In our case, we will work with:

price

quantity

contact.revenue

opportunity.sales

Step 2: Initialize the Logic

We will iterate through the defined attributes and sum their values across records. Below is the structure of the logic:

[[See Video to Reveal this Text or Code Snippet]]

Step 3: Update Records Based on the Formula Flag

Instead of checking if fieldSum is not equal to zero, we will focus on our updateFormula flag. This approach allows us to update the records that need it.

[[See Video to Reveal this Text or Code Snippet]]

Step 4: Adding the Completed Logic for Formula and Checksum

At the end of each loop iteration for the attribute, you can finalize the logic to update both your entities with the corresponding attribute sums, including those that are zero.

[[See Video to Reveal this Text or Code Snippet]]

Example Values and Updates

For a clearer understanding, consider the following values:

Record 1: Price = 500, Quantity = 25, Revenue = 100, Sales = 10000

Record 2: Price = 200, Quantity = 10, Revenue = 100, Sales = -10000

After executing our logic, the outputs will reflect not only the computed sums but also appropriately generated formulas:

Price = 700, Formula = (500 + 200)

Quantity = 35, Formula = (25 + 10)

Revenue = 200, Formula = (100 + 100)

Sales = 0, Formula = (10000 + (-10000))

Volume remains unchanged as it was zero to begin with.

Conclusion

By implementing the above approach using a flag to signal updates, you can ensure that your Dynamics CRM plugin logic effectively handles both positive and zero values. This not only maintains data integrity but also improves user experience by providing transparency in how values are computed and stored.

Feel free to adapt this code and logic to your specific Dynamics CRM version and requirements. Remember to test thoroughly to ensure it aligns with your overall data management strategy.