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Storing entities on Azure blob storage from a sandboxed CRM plug-in

This post will be about a new sample of using . I wrote about .

In this post, we will walk through the steps to create a Microsoft Dynamics CRM plug-in that on deletion of any record, stores the deleted data as a file on Azure blob storage.

When using Azure blobs to store data, you should enable .

As usual, you will find the links to the complete source code at the end of this post.

Setting up the project

For this sample, the steps for are the same as the steps described in the previous post. So, I won’t list them here again.

Writing the plug-in

I’ve based the plug-in code on the MSDN article .

Getting the deleted entity

To get the details about the deleted record we need to get them from the . The registration of a Pre-Image will be described later in this post.

Entity entity = context.PreEntityImages["Target"];

Getting the connection details

To connect to Azure blob storage, you need:

  1. The storage account name
  2. One of the storage account access keys

For this sample, we’ll use a JSON string stored in the secure storage property of the plug-in step.
To deserialize these settings we use JsonConvert with a nested PluginSettings class.

PluginSettings pluginSettings =
                    JsonConvert.DeserializeObject<PluginSettings>(this.secureString);

Initializing the CloudBlobClient

The offers an easy way to manage and use all Azure blob storage related resources.
To initialize this class, we need to provide the URL and the .

StorageCredentials storageCredentials =
              new StorageCredentials(pluginSettings.AccountName, pluginSettings.Key);
Uri baseUri = new Uri($"https://{pluginSettings.AccountName}.blob.core.windows.net");
CloudBlobClient blobClient = new CloudBlobClient(baseUri, storageCredentials);

Creating a root container

First we’ll make sure there is a container to store all the contents generated by this plug-in.

With the blob client, we can create a reference to the with the name that is stored in the constant named FolderName.
To make sure the container exists, we call the which ensures us if there isn’t a container present yet, it’ll be created for us at that moment.

CloudBlobContainer container = blobClient.GetContainerReference(FolderName);
container.CreateIfNotExists();

Creating an entity directory

Now we want to create a directory inside the container to store entity specific records.

CloudBlobDirectory entityDirectory = 
                            container.GetDirectoryReference(entity.LogicalName);

Directories differ from containers because they don’t exist on disk. That’s why we don’t need to check if the directory already exists. If you’re interested in more details, I recommend the article by John Atten.

Adding a blob to the directory

Just like the container and the directory before, we also need to create a reference for the blob.
On the blob directory ask for a reference to the using the .

string fileName = entity.Id.ToString("N") + ".json";
CloudBlockBlob blob = entityDirectory.GetBlockBlobReference(fileName);

We won’t create the blob immediately because we want to add some details about the content we’re about to store. This can be done by setting the Properties and Metadata properties of the blob.
One of the we want to set is the . This will allow other systems to recognize the file correctly as a JSON file.

blob.Properties.ContentType = "application/json";

However, the BlobProperties only contains a fixed set of properties.
By using the on the blob allows us to store custom metadata with the blob.

blob.Metadata["userid"] = context.UserId.ToString("B").ToLowerInvariant();
blob.Metadata["userfullname"] = fullName;
blob.Metadata["deletiondate"] = context.OperationCreatedOn.ToString("O");

Now it’s time to write some file contents to the blob. We create blob data, using the context of the current plug-in execution. For demonstration purposes we serialize the JSON with the option set to Indented.
Because the blob content is plain text, we can use the .

var blobData = new
  {
    context.UserId,
    FullName = fullName,
    context.MessageName,
    entity.LogicalName,
    entity.Id,
    entity.Attributes
  };
blob.UploadText(JsonConvert.SerializeObject(blobData, Formatting.Indented));

Now build the project so we can proceed.

Register the plug-in assembly

Now the freshly baked assembly needs to be registered on the server.
The steps to do this are outside the scope for this post, but more information can be found in the .

Register the plug-in step for an event

To test the plug-in, we’ll register it asynchronously on the deletion event of every entity.

Dependencies on external resources should never be part of a synchronous pipeline.

In the Secure Configuration property, we set the value with the JSON object containing the connection information:

{
  "AccountName":"loremipsum",
  "Key":"DDWLOREM...IPSUMr0A=="
}

(obviously, these values do not represent real data)

Register the plug-in step for the deletion event of any entity

Because we are working with the deletion event we need to register a Pre-Image to capture the values of all attributes before the actual deletion took place.
We set the value of the Name and the Entity Alias properties to Target

Register a new image for the plug-in step for the deletion event of any entity

Testing the plug-in

We delete a contact in CRM. In my case the contact is called Sample User.

After a couple of seconds, we see the following container and directories appear on the storage account:
The "samplecrmfolder" container with multiple directories for different entities
Screenshot from

Opening the file in the contact directory, shows us some familiar content:

{
  "UserId": "d617a1a0-359a-e411-9407-00155d0ae259",
  "FullName": "Lorem Ipsum",
  "MessageName": "Delete",
  "LogicalName": "contact",
  "Id": "6e843a34-91b1-e611-80e4-00155d0a0b40",
  "Attributes": [
    {
      "Key": "firstname",
      "Value": "Sample"
    },
    {
      "Key": "lastname",
      "Value": "User"
    },
    {
      "Key": "fullname",
      "Value": "Sample User"
    },
    ...
  ]
}

If we look at the HTTP response header when retrieving the file, we see that the content type and metadata properties are present:

HTTP/1.1 200 OK
Content-Type: application/json
Server: Windows-Azure-Blob/1.0 Microsoft-HTTPAPI/2.0
x-ms-version: 2015-12-11
x-ms-meta-userid: {d617a1a0-359a-e411-9407-00155d0ae259}
x-ms-meta-userfullname: Lorem Ipsum
x-ms-meta-deletiondate: 2016-12-08T14:23:25.5635361Z
x-ms-blob-type: BlockBlob

Concluding

By utilizing the Sandboxable Azure SDK, we only needed a few lines of code to store deleted CRM records in Azure blob storage, making a remote archive a piece of cake.

When using blob storage for archiving you might want to take a look at which might save you same money.

Sample code

The complete source code is available as a sample project.
Expect more samples in the Sandboxable-Samples repository on GitHub in the future.

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