1) Run the Plug-in registration tool you can find in
SDK\Tools\PluginRegistration\ if you have not already built this tool; build the Plug-in Registration Tool according to the instructions in its Readme file, located at
2) Click Create New Connection.
3) In the Connections panel, enter a descriptive label for the connection. Fill in the other fields as appropriate for your Microsoft Dynamics CRM server.
4) Click Connect. A connection to the server is established and a list of available organizations for the specified system account is displayed.
5) Double-click the desired organization in the connections list. The list of all assemblies, steps, and plug-ins currently registered for the target organization is displayed.
6) Click Register New Assembly.
7) In the Register New Plug-in dialog box, click the ellipsis button (…) and navigate to the location of your plug-in assembly. Select the assembly and make sure that all plug-ins under it are selected.
8) Select None for the isolation mode. Note that Developer Extensions for Microsoft Dynamics CRM currently does not support the sandbox isolation mode. Verify that the Database option is selected so that the plug-in will be stored in your organization’s database.
9) Click Register Selected Plug-in.
10) Click OK.
11) Expand the assembly and select the plug-in that you just registered. Select Register, and then click Register New Step.
12) In the Register New Step dialog box, enter the Microsoft Dynamics CRM message that the step will be registered under. In this example, type “Create”. Under Primary Entity, type “contact”. Leave the Pipeline stage set to Post Stage, execution mode to Synchronous, and other options set to default. Click Register New Step.
13) The registered step appears under the plug-in
14) Test the plug-in by creating a new contact in Microsoft Dynamics CRM. After you have saved the entity, a note should be attached.