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 −
Step 1 − Run the PluginRegistration.exe from the location specified earlier. click the Create New Connection button.
Step 2 −In the Login window, choose office 365 because we are using the online version of CRM. input your credentials and click Login.
Step 3 − The tool will open and look like the following screenshot.
Step 1 – Visit Register → Register New Assembly.
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.
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.
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.
Now we can be registering the precise steps on which the individual plugins can be called.
Step 1 − choose the PostCreateContact plugin.
Step 2 − Click Register → Register New Step.
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.
You can see a new step added to the plugin.
Now we will visit CRM and test if our plugin is operating successfully. note that those test steps are unique to our example 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.
You can click the activity to see the details that we had set in the code.
This confirms that our plugin ran successfully. similarly, you may increase your plugins to attain highly complex functionalities.
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