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Your Ultimate Guide to Developing Simple Dynamics 365 Plugins – Simplifying System Customisation

Your Ultimate Guide to Developing Simple Dynamics 365 Plugins – Simplifying System Customisation

Title: Mastering the Art of Writing a Simple Dynamics 365 Plugin – A Comprehensive Guide

Creating customised plugins is crucial when you wish to enhance or change the functionality of your system. If you’re using Microsoft Dynamics 365, you have the advantage of developing bespoke plugins to improve business productivity. This blog post presents an easy tutorial on how to write a simple Dynamics 365 plugin. Please note that this guide requires a basic understanding of C# programming.

**What is a Dynamics 365 Plugin?**

Plugins in Dynamics 365 are custom code (C# or VB .NET) that allows users to modify the standard behaviour of the system. They can be used to implement business rules that are too complicated for regular workflows.

**Why Write a Dynamics 365 Plugin?**

Implementing a Dynamics 365 plugin could be paramount to your business operations, as it provides customisation beyond the standard Dynamics 365 capabilities. You can tailor your system to specific functions, ensuring seamless workflow and efficient data management.

**Prerequisites**

Before we dive into the ‘how,’ ensure you have the following:
1. Microsoft Dynamics 365
2. Visual Studio 2017 or higher
3. .NET Framework 4.6.2
4. Plug-In Registration Tool

**Step-by-Step Guide to Writing a Dynamics 365 Plugin**

**1. Open Visual Studio**

Start by creating a new class library project for the plugin under ‘.NET Framework 4.6.2.’ We’ll name this ‘SamplePlugin.’

**2. Add References**

Next, add the following references to the project:
– Microsoft.Xrm.Sdk
– System.Runtime.Serialization

You can find these in the SDK folder of your Dynamics 365 installation.

**3. Create a New Class**

Create a new class and call it ‘MySamplePlugin.’ Make sure the class implements the ‘IPlugin’ interface from ‘Microsoft.Xrm.Sdk.’

**4. Writing the Plugin Code**

Here’s a simple plugin code that gets triggered when an account record is created:

“`csharp
using System;
using Microsoft.Xrm.Sdk;

namespace SamplePlugin
{
public class MySamplePlugin: IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{
// Extract the tracing service
var tracingService = (ITracingService)serviceProvider.GetService(typeof(ITracingService));
var context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));

tracingService.Trace(“MySamplePlugin: Create of account record”);

if (context.InputParameters.Contains(“Target”) &&
context.InputParameters[“Target”] is Entity)
{
Entity account = (Entity)context.InputParameters[“Target”];
try
{
account[“description”] = “This record was created by MySamplePlugin.”;
}
catch (FaultException ex)
{
throw new InvalidPluginExecutionException(“An error occurred.”, ex);
}
}
}
}
}
“`

**5. Compile the Plugin**

Build the solution to compile the plugin in Visual Studio by pressing F6 or choosing ‘Build Solution’ from the Build menu. If successful, you’ll find the assembly in the bin directory of your project.

**6. Register the Plugin**

You can now register your newly created plugin in Dynamics 365 using the Plug-In Registration Tool. After registering, you can select the steps you want your plugin to fire on.

**Conclusion**

Writing a Dynamics 365 plugin is a robust way to customise system functionality. The process may seem daunting at first, but with this straightforward guide and a little persistence, you’ll be capable of developing bespoke plugins that meet your specific business requirements.

Remember, always ensure your plugins are efficient, as they can increase execution time and slow down your system. Happy coding and goodbye until next time!

Keywords: Dynamics 365 Plugin, Develop Dynamics 365 Plugin, Custom Code, Visual Studio, Plug-In Registration Tool, Microsoft Dynamics 365 customisation, Tailor-made functionalities.

Metadata: Learn how to write a simple Dynamics 365 plugin in our step-by-step guide. Improve your business with tailor-made functionalities in Microsoft Dynamics 365.

Blog Author Bio: An experienced tech writer and Dynamics 365 enthusiast, committed to providing easy-to-understand guides and tutorials for users across all skill levels.

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