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Report1: Create an action
Go to Settings>Processes and click new to create a new process. Select category as action and click ok
2: Activate the action
It’s just a blank action with no arguments or steps. Click on Activate button to activate it. It’s a unique name. You can keep the name as per your need. This name will look as the message in the plugin registration tool to register a step upon.
3: Build the plugin
Write your plugin code as per your requirement
4: Register the plugin assembly and step
Register your plugin assembly and register your step on action unique name message.
Select the primary entity and stage and register the step.
5: JavaScript to Call action
On successful registration of plugin step, it’s the time to call your action using JavaScript.
//Function - Call a Plugin
function CallaPlugin(actionName) {
try{
// Creating the request XML for calling the Action
var requestXML = ""
requestXML += "<s:Envelope xmlns:s=\"schemas.xmlsoap.org/.../envelope\">";
requestXML += " <s:Body>";
requestXML += " <Execute xmlns=\"schemas.microsoft.com/.../Services\" xmlns:i=\"www.w3.org/.../XMLSchema-instance\">";
requestXML += " <request xmlns:a=\"schemas.microsoft.com/.../Contracts\">";
requestXML += " <a:RequestId i:nil=\"true\" />";
requestXML += " <a:RequestName>" + actionName + "</a:RequestName>";
requestXML += " </request>";
requestXML += " </Execute>";
requestXML += " </s:Body>";
requestXML += "</s:Envelope>";
var req = new XMLHttpRequest();
req.open("POST", fnGetClientUrl(), false);
req.setRequestHeader("Accept", "application/xml, text/xml, */*");
req.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
req.setRequestHeader("SOAPAction", "schemas.microsoft.com/.../Execute");
req.send(requestXML);
//Get the Resonse from the CRM Execute method
var response = req.responseXML.xml;
if (req.status === 200) {
alert("Plugin called successfully");
} else {
alert("Problem in plugin call");
}
}
catch (err) { alert(err); }
}
//Get Client Url
function GetClientUrl() {
return Xrm.Page.context.getClientUrl() + "/XRMServices/2011/Organization.svc/web"
}
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