MICROSOFT DYNAMICS 365 CRM ADD ONS CODE
So why would you want your plugin to run in a specific stage?įor example, if you wanted to grab the ID of your newly created account record you would want to register your code on the post-stage event. You tell CRM which of these stages best fits the needs of your plugin. This is the stage that happens right after the commit of the information into the CRM Database. This is also the stage you most likely want to register to if you need to change values before the information is stored in CRM. This is the stage that happens right before the data you entered on the record is committed into the database. The second is the pre-event/pre-operation stage. So if you have additional validation you need to perform this stage will be useful for your plugin. The first stage is the pre-validation stage, in this stage CRM is ensuring that information is entered correctly on the record before continuing. When you hit the save button on a new account record you create in CRM there are actually 3 primary stages of the event execution the save process will go through before it is completed.
You tell CRM what events to run your plugin code in, but also in which stage is appropriate for your custom plugin. Essentially the pipeline ensures that important system functions do not overrun each other in the process. It is the job of the CRM event execution pipeline to manage when the default unchangeable code of CRM runs, and when your custom plugin code will run. What is the CRM Event execution pipeline, and how do you use it with CRM plugins? Assign – assignment of a new/existing record.Here are just a few examples of common events in CRM: Microsoft CRM will then listen each time those events occur and will run your code along with whatever the default process is that you are tied to. You register your custom plugin logic within CRM to events and types of records in CRM. When you hit the save button this fires an event and that tells CRM that you are in the process of saving a new account.Įvents are how plugin code is fired. When you start creating an account a form pop in a new account you are performing actions in the UI, but nothing has happened yet with a plugin until you hit the save button. When you log in to CRM and do a simple action let’s take something we all have done in CRM. So let’s take a simple example to illustrate this idea even further. A plugin is just a piece of code that tells CRM to do something extra that it doesn’t already do when a certain action occurs. The basic principle is that every time you perform an action in Microsoft CRM there is a process running behind the scenes known as the event execution pipeline.
How does a Microsoft Dynamics CRM Plugin work? This allows developers to extend the default behavior of CRM so they can tailor it exactly to your specific organizational needs. Plugins are custom code that attaches to CRM’s built-in event pipeline. So what exactly is a Dynamics CRM Plugin? A Dynamics CRM Plugin provides the ability to create custom logic within the Dynamics CRM platform. Even if you don’t plan on coding a plugin yourself, this will help you understand the technical ins and outs of Dynamics CRM Plugins.
MICROSOFT DYNAMICS 365 CRM ADD ONS HOW TO
I know that there is a ton of information on how to build your first plugin. Working as a CRM developer for many years I have learned a lot about creating, maintaining, and deploying Microsoft CRM Plugins.