Tuesday, January 24, 2012

Register your plug-in with the Plug-in Registration Tool in CRM 2011

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 SDK\Tools\PluginRegistration\Readme.docx.

2) Click Create New Connection.

Register the plug-in

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.

Browse to your organization's plug-in list

6) Click Register New Assembly.

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.

Register plug-in
10) Click OK.

    Plug-in registered

11) Expand the assembly and select the plug-in that you just registered. Select Register, and then click Register New Step.

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.

Register new step

13) The registered step appears under the plug-in

Step registered successfully

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.

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