Microsoft Dynamics 365 Training

   Steps to Develop Plugin: ➤ Create a new Class Library project for C#. ➤ Download the required assemblies using NuGet Package Manager  ➔   Microsoft.Xrm.SDK.dll ➤ Add a reference to this SDK DLL in the project. ➤ You can implement the IPlugin Interface from the reference assembly. Example: Scenario : On creating a new contact and adding the First Name and Last Name , when the user clicks on the save button I want to auto-populate some fields in this example I am auto-populating the Personal Notes so the plugin will populate the Personal Notes automatically. Sample Code: ➤This sample code is updating the description field on the creation of new contacts and filling the description field with the string "Hello" then full name or first name and last name. ➤So for this, we are first creating the context from the Service Provider then getting the Target entity from the context and fetching the first name last name, or full name from the context , and stored in the s...

  Plugins: ➤ The plugin is a class library with custom code which we compile and generate DLL files that run on server events. ➤ Service Events are like Create, Update, Delete, etc of specific record types. ➤ In the Dynamics terminology, we can say that Event is a Message. Example: On entering the revenue field of the contact record you want to perform some tax-related complex calculations automatically. The flow of plugin build: ➤ Write custom code as plugin ➔ Build the Custom code and generate DLL ➔ Upload DLL files to Microsoft cloud ➔ Register them on some specific events. Plugin Pipeline Stages: ➤  Pre-Validation: In this stage, security checks are being performed to verify the calling and logged-on user has the correct permissions to perform the intended operation. ➤  Pre-Operation: This will execute before the main operation. plugin registered in this stage is executed within the database operation. ➤    Main Operation: This contains the main operations...

How to  Create Publisher and Solution in Microsoft Dynamics 365: A CRM solution is nothing but a set of customizations that you can import and export. We customize the components within a Custom solution. For creating any entity any attribute is strongly recommended that we need to create a custom solution and do your customization within the solution. Before creating a new solution we need to create a  Publisher , so Publisher is nothing but a record for a profile of a company means the publisher is nothing like a company that is responsible to customize the solution so Publisher means the company profile. ➤ Go to Settings ➔ Customizations ➔ Publisher ➤ Click on the New ➤ Fill the required information ➔ click on Save and Close. ➤ Display Name ➔ Company Name (for now we are adding a company with the name ABC Company ) ➤ Prefex ➔ is used for all custom attributes, custom fields, and relationship names. for example, if we are creating an entity then the...