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| 1 | C:\Araxis_Merge_Comprasion\Pub_un\BTSSS_CIF_122016.zip\BTSSS_CIF_12_20_16\clean\CRM\trunk\SDK\SampleCode\CS\BusinessDataModel\ProductCatalog\CustomPricePlug-In | Readme.doc | Tue Dec 20 19:51:44 2016 UTC |
| 2 | Wed Feb 1 19:56:25 2017 UTC |
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| 1 | Microsoft Dynamics C RM SDK | |||||
| 2 | Custom Pri ce Plug-in Sample Re adme | |||||
| 3 | Installati on instruc tions | |||||
| 4 | You can in stall the plug-in by using the Microsoft Dynamics CRM soluti on that co ntains the plug-in o r by build ing the pl ug-in samp le project and then registerin g it by us ing the Pl ugin Regis tration to ol. It is strongly r ecommended that you register t he sample plug-in on a non-pro duction se rver. | |||||
| 5 | Import the CRM solut ion | |||||
| 6 | Import the SampleCal culatePric ePlugin_1_ 0_0_0_mana ged soluti on to your CRM organ ization. A fter the s olution is imported successful ly: | |||||
| 7 | The Calcul atePrice.P lugIn is r egistered in your CR M organiza tion. | |||||
| 8 | The Use sy stem prici ng calcula tion setti ng in the Sales tab (Settings > Administ ration > S ystem Sett ings > Sal es tab) is set to No . | |||||
| 9 | Build the plug-in sa mple proje ct | |||||
| 10 | Open the p lug-in pro ject and b uild the p lug-in sam ple assemb ly | |||||
| 11 | Load Plug- ins.sln in to Visual Studio 201 3. | |||||
| 12 | In Visual Studio, bu ild the so lution by choosing B uild > Bui ld Solutio n or by pr essing F6. | |||||
| 13 | Register t he assembl y and plug -in | |||||
| 14 | ||||||
| 15 | Start the Plugin Reg istration tool, whic h is avail able in th e SDK\Tool s\PluginRe gistration folder. | |||||
| 16 | Choose Cre ate New Co nnection. | |||||
| 17 | In the con nection di alog box, type your Microsoft Dynamics C RM server informatio n and cred entials to connect t o. | |||||
| 18 | If you hav e access t o multiple organizat ions and w ant to sel ect the or ganization where you want to r egister th e plug-in, select th e Display list of av ailable or ganization s check bo x, and cli ck Login. | |||||
| 19 | If you hav e multiple organizat ions, sele ct the org anization that you w ant to con nect to, a nd click L ogin. | |||||
| 20 | In the too l, choose Register > Register New Assemb ly. | |||||
| 21 | In the Reg ister New Assembly f orm, choos e the elli pses (…) b utton unde r Step 1: Specify th e location of the as sembly to analyze, n avigate to the bin\D ebug folde r of the p lug-in pro ject, and select the plug-in a ssembly: C alculatePr ice.PlugIn .dll. | |||||
| 22 | Verify tha t the Sele ct All, Sa ndbox, and Database check boxe s are sele cted. Clic k Register Selected Plugins. | |||||
| 23 | ||||||
| 24 | A message appears co nfirming t he registr ation of y our plug-i n assembly . Choose O K. | |||||
| 25 | In the Reg istered Pl ugins & Cu stom Workf low Activi ties tree view, sele ct the plu g-in type, for examp le, Micros oft.Crm.Sd k.Samples. CalculateP ricePlugin . | |||||
| 26 | Choose Reg ister > Re gister New Step. | |||||
| 27 | In the Reg ister New Step dialo g, enter t he registr ation para meters as instructed to in the plug-in c ode commen ts. For ex ample: | |||||
| 28 | Message: C alculatePr ice | |||||
| 29 | Event Pipe line Stage of Execut ion: Post- Operation | |||||
| 30 | Execution Mode: Sync hronous | |||||
| 31 | Deployment : Server | |||||
| 32 | ||||||
| 33 | ||||||
| 34 | Choose Reg ister New Step. | |||||
| 35 | The plug-i n is now r egistered. You can c lose the t ool. | |||||
| 36 | Testing | |||||
| 37 | To test th e Calculat ePricePlug in plug-in , follow t hese steps . | |||||
| 38 | Ensure tha t the Use system pri cing calcu lation set ting in th e Sales ta b (Setting s > Admini stration > System Se ttings > S ales tab) is set to No. | |||||
| 39 | Create and save a ne w opportun ity in Mic rosoft Dyn amics CRM. Open the opportunit y’s form, and add so me write-i n products . Specify the produc t unity va lue and qu antity for each prod uct line i tem, and o bserve the prices. | |||||
| 40 | The discou nts and ta xes are ca lculated b ased on th e total am ount of al l the prod uct line i tems in th e opportun ity: | |||||
| 41 | Discount: If the tot al amount is greater than 1000 and less than 5000, the disco unt is 5%. If the to tal amount is 5000 o r greater, the disco unt is 10% . | |||||
| 42 | Tax: Tax i s applied on the amo unt that i s effectiv e after th e discount is applie d (total a mount minu s discount ). If the effective amount is less than 5000, tax is 10%; ot herwise, t he tax is 8%. | |||||
| 43 | Important notes | |||||
| 44 | The sample files are not inten ded to be used in a production environme nt. You sh ould deplo y this sam ple to a t est enviro nment and examine it for inter action or interferen ce with ot her parts of the sys tem. | |||||
| 45 | Copyright | |||||
| 46 | This docum ent is pro vided “as- is”. Infor mation and views exp ressed in this docum ent, inclu ding URL a nd other I nternet We b site ref erences, m ay change without no tice. | |||||
| 47 | Some examp les depict ed herein are provid ed for ill ustration only and a re fictiti ous. No r eal associ ation or c onnection is intende d or shoul d be infer red. | |||||
| 48 | This docum ent does n ot provide you with any legal rights to any intell ectual pro perty in a ny Microso ft product . You may copy and u se this do cument for your inte rnal, refe rence purp oses. | |||||
| 49 | © 2014 Mic rosoft Cor poration. All rights reserved. | |||||
| 50 | Microsoft, Internet Explorer, Microsoft Dynamics, Visual Stu dio, and W indow are trademarks of the Mi crosoft gr oup of com panies. Al l other tr ademarks a re propert y of their respectiv e owners. |
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