Microsoft Dynamics CRM Plugin Registration - Microsoft Dynamics CRM

What is Microsoft Dynamics CRM Plugin Registration?

In the final chapter, we created a sample plugin to create a observe-up project activity whilst a contact file is created. in this chapter, we can see how to register this plugin in CRM using Plugin Registration device. you may find the device at this place: SDK/tools/PluginRegistration/PluginRegistration.exe.

For convenience, the plugin registration method is split into three sections −

  • Connecting to the Server
  • Registering the assembly
  • Registering the Plugin

Connecting to the Server

Step 1 − Run the PluginRegistration.exe from the location specified earlier. click the Create New Connection button.

Microsoft Dynamics CRM - Plugin Registration

Step 2 −In the Login window, choose office 365 because we are using the online version of CRM. input your credentials and click Login.

Microsoft Dynamics CRM - Plugin Registration

Step 3 − The tool will open and look like the following screenshot.

Microsoft Dynamics CRM - Plugin Registration

Registering the Assembly

Step 1 – Visit Register → Register New Assembly.

Microsoft Dynamics CRM - Plugin Registration

Step 2 − this can open the register New assembly window. click the Navigate icon and find the Plugin DLL that you created in the last chapter.

Microsoft Dynamics CRM - Plugin Registration

Step 3 − After navigating the DLL, click Load assembly. this may populate the SamplePlugins assembly and all its plugin classes. you may see the PostCreateContact plugin class highlighted under. if your plugin assembly had three plugin instructions, it would have proven three plugins listed there.

Microsoft Dynamics CRM - Plugin Registration

Step 4 − choose Isolation Mode as Sandbox, region as Database and click register selected Plugins. it will show you a success message, if the registration is a success.

Registering The Plugin

Now we can be registering the precise steps on which the individual plugins can be called.

Step 1 − choose the PostCreateContact plugin.

Microsoft Dynamics CRM - Plugin Registration

Step 2 − Click Register → Register New Step.

Microsoft Dynamics CRM - Plugin Registration

Step 3 − we will be registering this plugin on the creation of the contact entity, on postoperation level and in the synchronous mode.

Message − Create

Primary Entity − contact

Event Pipeline Stage of Execution − post-operation

Execution Mode − Synchronous

Keep the rest of the options through default and click register New Step.

Microsoft Dynamics CRM - Plugin Registration

You can see a new step added to the plugin.

Microsoft Dynamics CRM - Plugin Registration

Now we will visit CRM and test if our plugin is operating successfully. note that those test steps are unique to our example plugin.

Testing the Plugin

Visit Contacts tab and create a new file. when you save the report, you may see a new activity created and related to this record.

Microsoft Dynamics CRM - Plugin Registration

You can click the activity to see the details that we had set in the code.

Microsoft Dynamics CRM - Plugin Registration

This confirms that our plugin ran successfully. similarly, you may increase your plugins to attain highly complex functionalities.

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