How to register plugin in Microsoft D365 CRM

Microsoft Dynamics 365 is a comprehensive CRM system that enables businesses to manage their customer relationships efficiently. One of the key features of Dynamics 365 is its ability to be extended with plugins, which allow developers to create custom code that can be used to manipulate data, automate processes, or enhance the user experience. In this article, we will walk you through the process of registering a plugin in Microsoft CRM 365.

Step 1: Create a New Plugin Project To create a new plugin project, open Visual Studio and select “New Project” from the File menu. In the “New Project” dialog box, select “Class Library” as the project type and provide a name for your project. Then select the version of the .NET Framework you want to use and click “OK”.

Step 2: Add a New Class In the Solution Explorer window, right-click on the project name and select “Add” -> “Class”. Name the class and make sure it inherits from Microsoft.Xrm.Sdk.IPlugin interface.

Step 3: Write the Plugin Code In the class you just created, you will need to override the Execute method of the IPlugin interface. This method is called whenever the plugin is triggered by an event in Dynamics 365. Here is an example code that logs the name of the entity that triggered the plugin:


using Microsoft.Xrm.Sdk;

namespace MyPlugin
{
    public class MyPluginClass : IPlugin
    {
        public void Execute(IServiceProvider serviceProvider)
        {
            IPluginExecutionContext context = (IPluginExecutionContext)
                serviceProvider.GetService(typeof(IPluginExecutionContext));

            if (context.InputParameters.Contains("Target") &&
                context.InputParameters["Target"] is Entity)
            {
                Entity entity = (Entity)context.InputParameters["Target"];
                string entityName = entity.LogicalName;
                context.Trace("Entity name: " + entityName);
            }
        }
    }
}

Step 4: Build the Plugin Build the plugin project to create a DLL file that will contain your plugin code.

Step 5: Register the Plugin To register your plugin, you will need to use the Plugin Registration Tool, which is available as a part of the Dynamics 365 SDK. Open the Plugin Registration Tool and connect to your Dynamics 365 organization. Then select “Register New Assembly” from the “Register” menu and browse to the location of the DLL file you just created.

Next, you will need to select the events that will trigger your plugin. This can be done by selecting “New Step” from the “Register” menu and providing the necessary information, such as the entity and message that will trigger the plugin.

Finally, click the “Register” button to complete the registration process. Your plugin is now ready to be used in Dynamics 365.

In conclusion, registering a plugin in Microsoft CRM 365 is a straightforward process that involves creating a new project, writing the plugin code, building the project, and registering the plugin using the Plugin Registration Tool. With this capability, you can extend the functionality of Dynamics 365 to suit the specific needs of your business.