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Mastering Microsoft Dynamics 365 Customer Engagement

You're reading from   Mastering Microsoft Dynamics 365 Customer Engagement An advanced guide to developing and customizing CRM solutions to improve your business applications

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Product type Paperback
Published in Feb 2019
Publisher Packt
ISBN-13 9781788990226
Length 572 pages
Edition 2nd Edition
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Concepts
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Author (1):
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Deepesh Somani Deepesh Somani
Author Profile Icon Deepesh Somani
Deepesh Somani
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Toc

Table of Contents (21) Chapters Close

Preface 1. Section 1: Introduction to Sales, Service, and Marketing Modules with a Unified User Interface FREE CHAPTER
2. Working with Sales 3. Working with Service 4. Working with Marketing 5. Understanding the New Unified User Interface 6. Section 2: Understanding Customization and App Design
7. Designing Unified Interface Apps 8. Customization Enhancements in Dynamics 365 9. Business Process Flows and Rules in Dynamics 365 10. Section 3: Development Enhancements and Code Improvements in Dynamics 365
11. Client-Side Scripting 12. Plugin Development with Dynamics 365 13. Working with the XRM Framework 14. Mobile Enhancements in Dynamics 365 15. Virtual Entities in Dynamics 365 16. Section 4: Learning about the Portal, Configuration, and Security Enhancements in Dynamics 365
17. Working with Dynamics 365 Portals 18. Configuration Enhancements in Dynamics 365 19. Analytics with Dynamics 365 (Word and Excel Templates) 20. Other Books You May Enjoy

Writing a plugin

Plugins are custom classes that implement the IPlugin interface. The class can be written in any .NET framework-compliant language, such as Microsoft Visual C# or Microsoft Visual Basic .NET. The following screenshots illustrate how users can create a plugin project:

  1. Firstly, the user can create a new Class Library project, as shown in the following screenshot:
Creating a plugin class project
  1. After the project is created, the user can add a new Class... item to the project. The new class would act as the plugin class:
  1. Here's how we can add a new Class file to the solution:
Selecting the appropriate item type
  1. All the plugin projects must have a reference for the Microsoft.Xrm.Sdk and the Microsoft.Crm.Sdk.Proxy assemblies.
  • If a person is writing a plugin for the first time, they must download the appropriate Dynamics SDK matching the target environment...
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