Secure and Unsecure configuration in Dynamics CRM 365.

Overview: In Dynamics CRM, when we create a plugin, we sometimes need to pass data to that plugin, instead of writing this data inside the plugin code. We can pass it using Secure and Unsecure configurations. 

Advantge  

Security - Protect sensitive information like API Key.

Flexibility -Easily change configuration values without modifying the Plugin code.

Reusability - Use the same plugin in different environments with different configuration values. 

Sample Code 

using System;

using System.Collections.Generic;

using System.Linq;

using System.Net.Http;

using System.Text;

using System.Text.Json.Serialization;

using System.Threading.Tasks;

using Microsoft.Xrm.Sdk;

using Microsoft.Xrm.Sdk.Query;

using Newtonsoft.Json;

namespace SendCustomerData

{

    public class SendCustomerDataUnSecureAndSecureConfig : IPlugin

    {

        private readonly string _unsecureString;

        private readonly string _secureString;

        public SendCustomerDataUnSecureAndSecureConfig(string unsecureString, string secureString)

        {

            _unsecureString = unsecureString;

            _secureString = secureString;

        }

        public void Execute(IServiceProvider serviceProvider)

        {

            IPluginExecutionContext context =

                (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));

            IOrganizationServiceFactory serviceFactory =

                (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));

            ITracingService tracingService =

                (ITracingService)serviceProvider.GetService(typeof(ITracingService));

            tracingService.Trace("Unsecure Config: {0}", _unsecureString);

            tracingService.Trace("Secure Config: {0}", _secureString);

            IOrganizationService service = serviceFactory.CreateOrganizationService(context.InitiatingUserId);

            //Ensure that the plugin is trigger on Create Mesage .

            if (context.MessageName != "Create" || context.PrimaryEntityName.ToLower() != "contact")

            {

                return;

            }

            //Get the contact details from the input parameters

            Entity contact = (Entity)context.InputParameters["Target"];

            string firstName = contact.Contains("firstname") ? contact["firstname"].ToString() : string.Empty;

            string lastName = contact.Contains("lastname") ? contact["lastname"].ToString() : string.Empty;

            string email = contact.Contains("emailaddress1") ? contact["emailaddress1"].ToString() : string.Empty;

            //Prepare the customer data to be sent

            var customerdata = new

            {

                FirstName = firstName,

                LastName = lastName,

                Email = email

            };

            string jsonData = Newtonsoft.Json.JsonConvert.SerializeObject(customerdata);

            tracingService.Trace("Customer Data JSON: {0}", jsonData);

            try

            {

                using (HttpClient client = new HttpClient())

                {

                    client.BaseAddress = new Uri(_unsecureString);

                    client.DefaultRequestHeaders.Add("Authorization", $"Bearer {_secureString}");

                    client.DefaultRequestHeaders.Add("Accept", "application/json");

                    HttpContent content = new StringContent(jsonData, Encoding.UTF8, "application/json");

                    HttpResponseMessage response = client.PostAsync("addCustomInfo", content).Result;

                    if (response.IsSuccessStatusCode)

                    {

                        tracingService.Trace("Customer data sent successfully.");

                    }

                    else

                    {

                        tracingService.Trace("Failed to send customer data. Status Code: {0}, Reason: {1}",

                            response.StatusCode, response.ReasonPhrase);

                    }

                }

            }

            catch (Exception ex)

            {

                tracingService.Trace("An error occurred while sending customer data.");

                throw new InvalidPluginExecutionException("An error occurred in SendCustomerDataUnSecureAndSecureConfig plugin.", ex);

            }

        }

    }

}