Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

How to build plugins

Posted on by Microsoft Employee

Dear all,

I have new to CRm plugins, and have few question for it.

Q1 : What would be the need of building a plug in ?

Q2 : In which language plugins get build and how to there are integrated in CRM environnement ?

Q3 : Is there any steps by step tutorial explaning building a plug-in sample

Thanks for help

regards

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to build plugins

    Hi Sergec! I know a plugin that can help log calls automatically in MS Dynamics. That app is Tenfold, a CTI and sales acceleration platform that offers features like call logging and call monitoring. You can check out Tenfold on the page if you'd like to know more. www.tenfold.com/.../dynamics

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to build plugins

    I understand, but the question I get was more how do I know the name of the field parameter of Task[" ???? "]

    I should check in from the Form customisation or databaase field ?

    regards

    serge

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to build plugins

    many thanks, I try the plugin sample and it works fine.

    one question, I have seen in the sample that when there prepare the Task activity in code they have filling up some task field name in "" like ["description"], how to know those liste of field to fillup, I guess need to go in customization view of CRM and look at task entity field before or is tehre any other way, because there is no intelissense for that ?

    Thnaks for that last point

    regards

    serge

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to build plugins

    Thnaks,

    From the link above, in steps 6 on testing your plugin section it is mentionned :

    "6.If you registered the plug-in to run asynchronously, and did not select the Delete AsyncOperation if StatusCode = Successful option on the Register New Step form, there will be a new system job named “FollowupPlugin: Create of account”. To view the related system job, click Settings, and then click System Jobs. Double-click the system job previously mentioned"

    I could not see the option " Delete AsyncOperation if StatusCode = Successful option "

    Where it is located ?

    regards

    serge

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to build plugins

    I find the way to build plug in thanks for the link.

    the things i did not find out, is how to register the plugin on crm online, how to import my class into crm online?

    regards

    serge

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to build plugins

    Do you have any concrete exemple of extending CRM functionnality you hvae seen or heard ?

    regards

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans