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Dynamics 365 Community / Forums / Sales forum / Require suggestions/re...
Sales forum

Require suggestions/recommendations for building add-on/3rd party tool on top of dynamics 365 CE/CRM

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Posted on by Community Member

Hi,

I am a part of an ISV organization and creating an addon/3rd party tool related to dynamics 365 CE/CRM, that requires some suggestions and confirmation regarding the below points - 

1. Is it a recommended way to keep a "synchronous" pre-operation plug-in registration step on system entities, like Account, Contact, Lead etc?

2. Whether the managed properties of customizable components of the solution should be kept as "true"?

Please let me know your suggestions/recommendations for the above points.

Categories:
Accounts or Contacts
I have the same question (0)
  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Hi,

    1) It depends upon the logic an implementation. If the logic demand t=plugin to be run in pre operation/ synchronous then yes otherwise no. In short there is no best practice here, this completely depends upon the requirement.

    2) Ideally No,  this is because you don't want end users to overwrite the customizations you have done. So it is recommended to set the customizable to false for all the components.

    Hope this helps.

  • Community Member Profile Picture
    Community Member on at

    Thanks Ravi for the reply.

    But if the plugin from my addon/3rd party tool, is registered as pre-operation/synchronous or post-operation/synchronous, whether it will conflict with the existing plugins of an organization already registered with the system entities like Account, Lead etc. ?

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Yes, absolutely. This is a very common issue. This is applicable not only to 3rd party solution but for all. And changing it pre operation/ post operation etc doesn't matter. If you have more than one plugin doing the same changes (e.g. updating the amount value) then it will definitely cause problem. So as I mentioned above, it dpends upon the logic you have implemented in the plugin. But if you have a separate logic then there would not be any problem.

    Hope this helps.

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