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Mastering Microsoft Dynamics 365: Your Ultimate Guide to Writing a Simple Plugin

Mastering Microsoft Dynamics 365: Your Ultimate Guide to Writing a Simple Plugin

Title: The Ultimate Guide to Writing a Simple Dynamics 365 Plugin


Microsoft Dynamics 365 is a comprehensive suite of business applications that enhances enterprise resource planning (ERP) and customer relationship management (CRM). One of the platform’s powerful features is its ability to support custom plugins. This guide provides a step-by-step process of writing a simple Dynamics 365 plugin while ensuring you harness the power and versatility of this Microsoft platform.

Understanding Plugins in Dynamics 365

Before we delve into creating a Dynamics 365 plugin, it’s essential to understand what a plugin is. A plugin is essentially a custom business logic that modifies or extends the standard behaviour of the Dynamics 365. Developers use plugins to add specific functionalities that meet unique business requirements.

Ready to start writing your Dynamics 365 plugin? Let’s follow these steps!

Step 1: Setting Up Your Development Environment

Firstly, ensure you have the following tools:

– Visual Studio
– .Net Framework
– Dynamics 365 Software Development Kit (SDK)

Next, create a new class library project by opening Visual Studio –> Click on ‘File’, then ‘New’ –> select ‘Project’. Choose ‘Class Library (.NET Framework)’, name your project, and click on ‘OK’.

Step 2: Adding Necessary References

After setting up your project, add the necessary assemblies (references) to your project. You’ll need:

– Microsoft.Xrm.Sdk
– Microsoft.Crm.Sdk.Proxy

These can be found in the SDK Bin folder.

Step 3: Creating the Plugin Class

Create a new class for your plugin. This class should inherit from `IPlugin` interface, provided in the Microsoft.Xrm.Sdk namespace. Implement the `Execute()` method which will contain the main logic of your plugin.

public class SamplePlugin : IPlugin{
public void Execute(IServiceProvider serviceProvider){


Your plugin class contains the primary logic for the custom operation that your plugin will perform.

Step 4: Writing your Plugin Logic

Now it’s time to implement your plugin business logic inside the ‘Execute’ method.

public void Execute(IServiceProvider serviceProvider){
// Obtain the execution context from the service provider.
var context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
var serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
var service = serviceFactory.CreateOrganizationService(context.UserId);

// Your custom logic goes here

Here, first, you get a reference to the `IPluginExecutionContext`, which provides runtime information about your plugin. Then, obtain a reference to `IOrganizationService`, an important interface that enables interaction with the Dynamics 365 data and metadata.

Step 5: Registering your Plugin

After writing your plugin code, build the project to generate your plugin assembly (DLL file). Then, you need to register your plugin with Dynamics 365. This allows the system to use your plugin whenever a specified event occurs. The Plugin Registration Tool in the SDK is used for this registration process.

Final Thoughts

Creating a plugin in Dynamics 365 may seem complex at first, but with this guide and a little practice, the task becomes straightforward. Remember, plugins allow you to customize Dynamics 365 to meet unique business needs, making this a skill worth mastering. Happy plugin writing!


This post aimed to help you navigate the process of creating a simple Dynamics 365 plugin. By understanding and following these steps, you can take advantage of the platform’s versatility and customizability.

Remember, this guide is just the tip of the iceberg in terms of Dynamics 365 customisation capabilities. Stay tuned for more informative blog posts on how to harness the full power of Microsoft Dynamics 365!

Keywords: Microsoft Dynamics 365, plugins, create a plugin, Dynamics 365 plugin, business logic, Dynamics 365 Software Development Kit (SDK), IPlugin interface, custom operation.

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