CRM 4 – How to create a LookupProperty in a plugin

Posted on November 17, 2011

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When Microsoft wrote the api for CRM 4 someone in their infinite wisdom thought it would be a great idea to have lots of CRM variables and lots of property variables.

This meant that developers had to spend hours casting variables to and from the CRM variables.

After a while you do get the hang of it but there are also some unusual variables

Like Key, Lookup, Customer etc.

The LookupProperty variable is quite a tricky one to get your head around

the offical SDK documentation doesn’t really help, have a read here

what did help was a plugin with an example, which I found in this example which shows plugins working for the outlook client.

This is the code to create a lookup property for my custom entity

Lookup salesPersonLookup = new Lookup(“new_salesperson”, crmkey.Value);

LookupProperty lookupProperty = new LookupProperty(“new_salespersonid”, salesPersonLookup);

 

first you need to create a lookup, this has the syntax of

new Lookup(“entity name”, guid of entity to lookup)

then you need to add the lookup into a LookupProperty

new LookupProperty(“field name”, Lookup)

You then add this property to your property bag and you will be able to update that property

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Posted in: CRM 4, plugins