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Customize Microsoft dynamics CRM 365 through Code

Posted on by 440

Hi,

We have Microsoft Dynamics 365 CRM, I would like to know how can we make customizations on Dynamics CRM through code?

For Example: We need to add a field to a table that its value is generated automatically based on some criteria.

(EX: The field's value=The count of lines whose stage is "In progress" +1 )

All the shared videos on the internet just show how to develop the CRM through the GUI only without any code even Microsoft E-Learning shows how to customize through GUI too.

Some articles mentioned that we can do so by using Microsoft Dynamics SDK but it was not clear.

So please advise

 

  

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  • Mariusz Profile Picture
    Mariusz on at
    RE: Customize Microsoft dynamics CRM 365 through Code

    You can use a plugin to count and populate your field on create, update and delete messages.

    Also you can look at the rollups which can be configured to return count as well.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Customize Microsoft dynamics CRM 365 through Code

    Sounds like you want to develop a custom plugin?  Hopefully you have some experience writing C# and .NET code?

    Here is a sample of a basic plugin:  msdn.microsoft.com/.../gg594416.aspx

    Good luck!

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