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Get Started with Dynamics 365: A Simple Guide to Plugin Development for Beginners

Get Started with Dynamics 365: A Simple Guide to Plugin Development for Beginners

Title: Crafting A Simple Dynamics 365 Plugin: A Step-by-Step Guide


Microsoft Dynamics 365—the multifunctional software that has transformed the way businesses organise and manage their resources—is highly customisable to meet unique organisational needs. One of the ways this can be accomplished is through plugins—an integral feature in Dynamics 365 development. Today, I’ll guide you through the process of writing a simple Dynamics 365 plugin.

Writing a Dynamics 365 Plugin: What’s It All About?

Plugins, in the Dynamics 365 universe, are custom bits of code written in either C# or VB.NET that help extend the functionality of the applications within Dynamics 365. They’re triggered by events such as create, update, delete, status change, assign, or via workflows. Understanding how to write these plugins enhances productivity and increases the capabilities of your Dynamics 365 suite.

Starting with the Basics

To begin, you need the following:
1. Microsoft Visual Studio
2. .Net Framework knowledge, as plugins are developed using it.
3. SDK (Software Development Kit) for Microsoft Dynamics 365.
4. Basic understanding of C# or VB.Net.

Let’s Get Coding

(Disclaimer: This tutorial assumes you are familiar with C# programming.)

Step 1: Setting Up the Environment

Firstly, open your Visual Studio and select “New > Project”. Choose “Class Library” under Visual C#. Name the project as per your preference, and click on “OK”.

Step 2: Plugin Development

After creating the project, we need to include references by right-clicking on “References” and then “Add Reference”. Search for and add “System.Runtime.Serialization” and “Microsoft.Xrm.Sdk”.

Step 3: Implementing IPlugin Interface

In the Class file, implement the IPlugin interface and import the “Microsoft.Xrm.Sdk” namespace. The IPlugin interface implementation will look something like:

public class MyFirstPlugin: IPlugin { public void Execute(IServiceProvider serviceProvider) {} }

Step 4: Building your Plugin’s Logic

Plugins are generally triggered on the pre-event or post-event of the operation. These operations are defined in your “Execute” method. Here, you may write the logic for what should happen when the plugin triggers.

Step 5: Signing the Assembly

Before deploying the plugin, it needs to be signed with a strong name key file (.snk). Go to “Project > Properties”, select “Signing”, check the “Sign the assembly” box, then “New > Key.snk”.

Step 6: Building and Deploying the Plugin

Finally, build your solution. If it builds successfully, the DLL file is ready to be registered into Dynamics CRM using Plugin Registration Tool.

In Conclusion

Writing a Dynamics 365 plugin provides an opportunity to customise your system and personalise the way your business operates. While it might seem overwhelming, a systematic approach makes the process simple and efficient.

Remember, the best way to become proficient at writing plugins is through practice. Do not hesitate to experiment with real-time tasks and offer solutions within your organisation. The sky’s the limit when it comes to enhancing Dynamics 365!

Hopefully, this blog has shed light on the process of creating Dynamics 365 Plugins. For further assistance or to delve deeper into Dynamics 365’s capabilities, feel free to reach out to us. We are always here to help!

Keywords: Dynamics 365, Plugins, Customisation, C#, Microsoft, Visual Studio, SDK.

Note: This post is for beginners interested in Dynamics 365 plugin development and those who seek to understand what plugins do in the Dynamics 365 environment. It is not a substitute for professional consultation or training. Always ensure that any customisations made to your system are carried out by a certified professional to avoid complications.

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