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How to preserve Modified By and Modified On fields during Migration in Dynamics 365 for Sales

Inkey, April 16, 2021 6942 Views

In this blog I’ll be taking you over how to preserve “Modified On” and “Modified By” fields during migration or data import. Generally, when we migrate the data, the records’ “Modified On” field value takes system local time and in the “Modified By” field it takes Current logged in User. But our requirement is when migrating email entity data, we preserve “Modified On” and “Modified By” fields values.

We write Pre Plugin on update. In that we get values of “Modified On” and “Modified By” fields value from EntityImage and set those image values in context entity’s “Modified By” and “Modified On” field. I have provided the required code of implementation as below:

using Microsoft.Xrm.Sdk;
using System;

namespace EmailUpdatePreserveModifiedFields
{
  public class PreEmailUpdatePreserveModifiedFields : IPlugin
  {
    public void Execute(IServiceProvider iServiceProvider)
    {
      // Obtain the execution context from the service provider.
      IPluginExecutionContext iPluginExecutionContext = (IPluginExecutionContext)iServiceProvider.GetService(typeof(IPluginExecutionContext));

      // Obtain the organization service factory reference.
      IOrganizationServiceFactory iOrganizationServiceFactory = (IOrganizationServiceFactory)iServiceProvider.GetService(typeof(IOrganizationServiceFactory));

      // Obtain the tracing service reference.
      ITracingService iTracingService = (ITracingService)iServiceProvider.GetService(typeof(ITracingService));

      // Obtain the organization service reference.
      IOrganizationService iOrganizationService = iOrganizationServiceFactory.CreateOrganizationService(iPluginExecutionContext.UserId);

      try
      {
        if (Plugin.ValidateTargetAsEntity("email", iPluginExecutionContext))
        {
          Entity emailEntity = (Entity)iPluginExecutionContext.InputParameters["Target"];
          if (emailEntity != null)
          {
            string preImageAlias = "PreEmailUpdatePreserveModifiedFieldsPreImage";
            Entity emailEntityPreImage = (Entity)iPluginExecutionContext.PreEntityImages(preImageAlias);

            if (emailEntityPreImage != null)
            {
              DateTime modifiedOn = emailEntityPreImage.GetAttributeValue<DateTime>("modifiedon");
              EntityReference modifiedBy = emailEntityPreImage.GetAttributeValue<EntityReference>("modifiedby");

              emailEntity.SetAttributeValue<DateTime>("modifiedon", modifiedOn);
              emailEntity.SetAttributeValue<EntityReference>("modifiedby", modifiedBy);
            }
          }
        }
      }
      catch (Exception ex)
      {
        throw new InvalidPluginExecutionException(ex.Message);
      }
    }
  }
}

So, this blog is short and hopefully sweet.

Hope this helps

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