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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\Plug-ins | Readme_AdvancedPlugin.docx | Tue Dec 20 19:51:43 2016 UTC |
| 2 | Wed Feb 1 19:56:51 2017 UTC |
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| 1 | Microsoft Dynamics C RM SDK | |||||
| 2 | Advanced P lug-in Sam ple Readme | |||||
| 3 | This plug- in sample demonstrat ed how to use images , tracing, passing s ecure and unsecure i nformation to the pl ug-in, and checking if the cli ent applic ation is o ffline. | |||||
| 4 | ||||||
| 5 | You can im port the m anaged sol ution in t his folder into Micr osoft Dyna mics CRM o r follow t he steps b elow to ma nually com pile and r egister th e plug-in. | |||||
| 6 | ||||||
| 7 | Installati on Instruc tions | |||||
| 8 | It is stro ngly recom mended tha t you regi ster this sample plu g-in on a non-produc tion serve r. | |||||
| 9 | ||||||
| 10 | Open the p lug-in pro ject and b uild the p lug-in sam ple assemb ly | |||||
| 11 | Load Advan cedPlugin. sln into V isual Stud io 2012 or 2013. | |||||
| 12 | In Visual Studio, bu ild the so lution by pointing t o Build, a nd then cl ick Build Solution o r just pre ss F6. | |||||
| 13 | How to bui ld the sol ution. | |||||
| 14 | Register t he assembl y and plug -in | |||||
| 15 | Launch the Plug-in R egistratio n tool, wh ich can be found in the Bin fo lder of th e SDK down load. | |||||
| 16 | In the Plu g-in Regis tration to ol’s Conne ction pane l, enter y our Micros oft Dynami cs CRM ser ver inform ation and click the Connect bu tton. | |||||
| 17 | Enter a pa ssword whe n prompted . | |||||
| 18 | Select an organizati on in the list and c lick the C onnect but ton again or just do uble click an organi zation in the list. | |||||
| 19 | Select Reg ister and then click Register New Assemb ly. | |||||
| 20 | In the Reg ister New Plugin for m, click t he ellipse s … button under Ste p #1, navi gate to th e bin\Debu g folder o f the plug -in projec t, and sel ect the pl ug-in asse mbly Advan cedPlugin. dll. | |||||
| 21 | Verify tha t Select A ll, Sandbo x, and Dat abase are checked. C lick Regis ter Select ed Plugins . How to r egister th e Assembly . | |||||
| 22 | Register N ew Step: | |||||
| 23 | In the Reg istered Pl ugins & Cu stom Workf low Activi ties tree view, sele ct the plu g-in Advan cedPlugin. | |||||
| 24 | Right clic k Advanced Plugin and select Re gister New Step. | |||||
| 25 | In the Reg ister New Step dialo g, enter t he followi ng registr ation: | |||||
| 26 | Message: U pdate | |||||
| 27 | Primary En tity: cont act | |||||
| 28 | Execution Mode: Sync hronous | |||||
| 29 | Event Pipe line Stage of Execut ion: Pre-O peration | |||||
| 30 | Deployment : Server | |||||
| 31 | ||||||
| 32 | One purpos e of this plug-in sa mple is sh ow how to use the un secure and secure fi elds, so y ou will ne ed to writ e somethin g in those fields. F or example : | |||||
| 33 | ||||||
| 34 | S tep config uration fo r Advanced Plugin. | |||||
| 35 | Register N ew Image: | |||||
| 36 | Right clic k on the s tep and se lect Regis ter New Im age: H ow to regi ster a new Image. | |||||
| 37 | Configure it as show n in the f ollowing f igure, the n click Up date. Config uration of the Image . | |||||
| 38 | The plug-i n is now r egistered. You can c lose the t ool. | |||||
| 39 | ||||||
| 40 | Step and Image for AdvancedPl ugin. | |||||
| 41 | ||||||
| 42 | Testing | |||||
| 43 | To test th e Advanced Plugin, fo llow these steps. | |||||
| 44 | Update the First Nam e, Middle Name, or L ast Name f ields of a contact r ecord in t he web app lication o f Microsof t Dynamics CRM, then save that record. | |||||
| 45 | When the p age is loa ded again you should see in th e Descript ion field something like this: Old full n ame: Adam Carter -- Unsecured: This is t he Unsecur e string, Secured: T his is the Secure st ring(This text is a sample. Yo urs can be different based on the value of the uns ecure conf iguration and secure configura tion you u sed when r egistering the plug- in. Also t he full na me of the record may be differ ent.) | |||||
| 46 | ||||||
| 47 | Important Notes | |||||
| 48 | 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. | |||||
| 49 | Before you deploy th is sample to a produ ction envi ronment, m ake sure t hat you co nsider the existing customizat ions you m ay have im plemented in Microso ft CRM. | |||||
| 50 | ||||||
| 51 | Copyright | |||||
| 52 | 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. You bear the r isk of usi ng it. | |||||
| 53 | ||||||
| 54 | Some examp les depict ed herein are provid ed for ill ustration only and a re fictiti ous. No re al associa tion or co nnection i s intended or should be inferr ed. | |||||
| 55 | ||||||
| 56 | 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. | |||||
| 57 | ||||||
| 58 | © 2014 Mic rosoft Cor poration. All rights reserved. | |||||
| 59 | ||||||
| 60 | Microsoft, Active Di rectory, A ctiveX, Bi zTalk, Exc el, Great Plains, In ternet Exp lorer, JSc ript, Micr osoft Dyna mics, MSN, Outlook, PivotTable , PivotCha rt, Visual Basic, Vi sual Studi o, Windows , Windows Live, Wind ows Server , and Wind ows Vista are tradem arks of th e Microsof t group of companies . | |||||
| 61 | ||||||
| 62 | All other trademarks are prope rty of the ir respect ive owners . |
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