Calculations On relating In Model Driven App

[Anthony_Dob]

Hi guys,

Here is my usecase. I am making a model driven app to manage training budgets of our employees. There is a few calculations that would have to happen inside the model driven app and i would love some advice in how to achieve this. The only way i can think off for this to work, is power automate flows. Here are the calculations that would need to happen:

• On adding a training
  • Cost of the training would need to be subtracted from all employees budget attending the training
  • Duration in days of the training would need to be subtracted from all employees training days budget attending
• On adding a extra cost to a specific training (hotel, flight, etc) -> Extra Cost should be substracted for all employees related to this extra cost
• When updating costs
  • Employee budget should be recalculated with the updated cost

• When deleting costs
  • Cost should be returned to the employees witch it was related to.

This gives you guys an idea of what calculations should be made. What would be the best way to go?

Best Regards,
Anthony

[bipinshan · Accepted solution]

Hi,

If you are looking for no code low code solution the Power automate is your best friend. But Power automate runs in background so it will take some time to take affetc the calculations on your model driven forms/views.

Other approach is to use Plugin which can rn synchronous and ability to add complex calculation l ogic using plugin. But it requires pro developer to write the plugin code for you.

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: https://xrmdynamicscrm.wordpress.com/

[Anthony_Dob]

@bipinshan ,

So with a bit of research i came on the same thing you just told me. We are using the webhook registration tool to call to custom api's we are building on certain triggers. One trigger is the "Associate" one. Have you ever worked with this trigger? I'm looking for a way to filter on the entities i want the plugin to trigger on (default it triggers on all entities in your environment). Should you write that logic in the api you are connection the plugin to or is it some setting in the plugin registration step. I can't seem to find a setting for it because its a N:N.

Best Regards,

Anthony

[rampprakash]

Hello @Anthony_Dob,

If you want to trigger this process in async Mode we are good to go with Microsoft Flow, if you want to trigger in Sync Mode then you need to go with Plugins.

For Plugins:

Write plugins on Associate Operation while Adding Training (Message as ASSOCIATE and Select the Entity)

https://community.dynamics.com/crm/b/mylifemicrosoftdynamiccrm/posts/ms-dynamics-crm-associate-disas...

Above link helps you for Associate Operation.

Please mark as Answer if it is helpful and provide Kudos

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[Anthony_Dob]

@rampprakash,

Where do i implement the code to trigger on a specific relationshipName? Should this be implemented somewhere in the registration step?

I can't believe you should implement this in the API it is directing to? This would cause the API to be called a lot of times when relate/unrelates in the environment happen.

Best Regards,

Anthony

[rampprakash]

Hello @Anthony_Dob,

In the Plugin Code we need to use IF condition to compare the Relationship.

https://rajeevpentyala.com/2013/04/17/associatedisassociate-plugin-messages-in-crm/

This link contains all the Code in one of the Place he mentioned "YOUR RELATION NAME" there we need to mention our relationship name to proceed.

Make sure you will provide NONE in both primary and Secondary entity

Please let me know if you need more guidance or you can give a private chat.

Please mark as Answer if it is helpful and provide Kudos

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Blog : https://microsoftcrmtechie.blogspot.com

[Anthony_Dob · Accepted solution]

I have some additional information to this matter which i think will be helpfull for a lot of people with this scenario.

For the plugin code use the following link:

https://rajeevpentyala.com/2013/04/17/associatedisassociate-plugin-messages-in-crm/

To Implement this code you have to write this code in a C# class library. Then you need to register the [Projectname].dll file (which can be found at [Your project folder]/bin/debug/[Projectnale].dll) in the Plugin Registration Tool as a assemblie.

Add a step to the assemblie that handles the Associatie/Diassociate event and you are good to go.

Best Regards,

Anthony