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Saturday, November 26, 2022

How to take the Back-Up of Dynamics 365 Online environment?

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Taking backup of Dynamics 365 is quite common, before doing any deployments or any other activities.

Follow the below steps to do the backup of Dynamics 365 online environment.

Step 1: Login into Power Platform Admin Center (PPAC) using your credentials.

Normal Environment:

https://admin.powerplatform.microsoft.com/

or

https://aka.ms/ppac

or

US GCC Environment:

https://gcc.admin.powerplatform.microsoft.us/

Step 2: Select the required Environment to take the backup. For example, i am taking backup of Development Environment.

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Step 3: Click on Backups button and Click on Create.

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Step 4: Provide proper Label and Notes and click on Create.

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Step 5: Once the Back Up is created successfully, you can see the below message.

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Step 6: Click on See your backups to verify your created backup.

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Also, you can check the backups by Clicking on Restore or manage under Backups.

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All the backups created for the respective environment can be seen here.

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Hope you have learnt to take the Backups of Dynamics 365 environment online.


The Ultimate Guide to Dynamics 365 Pricing and Licensing

 Microsoft Dynamics 365 integrates powerful ERP and CRM capabilities in the cloud to provide business applications for today’s users. In modernizing their lineup of applications, they have evolved the licensing model and pricing of their entire Dynamics 365 offerings.

Dynamics 365 offers purpose-built business applications that manage specific business processes, and work seamlessly together in a single cloud-based product offering. Understanding what your business needs are and how they fit within Dynamics 365 is the key to getting the most value out of your business.

The business applications include:

Dynamics 365 Customer Engagement (CE)

Dynamics 365 for Sales (Formerly Dynamics CRM Online)

Enable your salespeople to build strong relationships with their customers, take actions based on insights, and close sales faster. Use Dynamics 365 for Sales to:

  • Keep track of your accounts and contacts
  • Nurture your sales from lead to order
  • Create sales collateral

It also lets you create marketing lists and campaigns, and follow service cases associated with specific accounts or opportunities.

Dynamics 365 for Customer Service (Formerly Dynamics CRM Online)

Build great customer relationships by focusing on optimum customer satisfaction with the Customer Service apps. Customer Service provides many features and tools that organizations can use to manage the services they provide to customers.

Dynamics 365 for Field Service

Helps your team deliver onsite service to customer locations. The application combines workflow automation, scheduling algorithms, and mobility to set mobile workers up for success when they’re onsite with customers fixing issues.

Dynamics 365 for Project Service Automation (PSA)

Helps your organization efficiently track, manage, and deliver project-based services, from the initial sale all the way to invoicing.

Dynamics 365 for Marketing

A marketing-automation application that helps turn prospects into business relationships. The app is: easy to use, works seamlessly with Dynamics 365 for Sales, and has built-in business intelligence.

Dynamics 365 Unified Operations (UO)

Dynamics 365 for Supply Chain Management (SCM) (Formerly Dynamics AX)

Formerly part of the Dynamics 365 Finance and Operations application. Finance enables medium and enterprise organizations to monitor the performance of global financial operations in real-time, predict future outcomes, and make data-driven decisions to drive growth.

Dynamics 365 for Finance (Formerly Dynamics AX)

Formerly part of the Dynamics 365 Finance and Operations application. Finance enables medium and enterprise organizations to monitor the performance of global financial operations in real-time, predict future outcomes, and make data-driven decisions to drive growth.

Dynamics 365 for Commerce (Formerly Retail)

Dynamics 365 Commerce is designed to help retailers manage their operations, deliver a connected employee experience, and offer exceptional shopping experiences. The Commerce application simplifies the process of unifying customer shopping experience through an end-to-end commerce platform that brings together eCommerce, in-store, back office, and call center along with enabling easier integration to emerging channels through an API driven headless commerce engine.

Dynamics 365 for Human Resources (Formerly Talent)

Dynamics 365 Human Resources enables customers to optimize compensation, benefits, leave and absence, compliance, performance feedback, standardized training, and self-service programs.

Power Platform

Power Apps

Power Apps is a suite of apps, services, connectors, and a data platform that provides a rapid application development environment to build custom apps for your business needs. Using Power Apps, you can quickly build custom business apps that connect to your business data, stored either in the underlying data platform (Common Data Service) or in various online and on-premises data sources (SharePoint, Excel, Office 365, Dynamics 365, SQL Server, and so on).

Microsoft Automate (Formerly Flow)

Power Automate allows enterprises to implement automated workflows and business processes and achieve operational efficiencies.

Power BI

A collection of software services, apps, and connectors that work together to turn your unrelated sources of data into coherent, visually immersive, and interactive insights. Your data may be in an Excel spreadsheet or in a collection of cloud-based and on-premises hybrid data warehouses. Power BI lets you easily connect to your data sources, visualize, and discover what’s important, so you can share with anyone.

Power Virtual Agent

Power Virtual Agents empowers teams to easily create powerful bots using a guided, no-code graphical interface without the need for data scientists or developers. It easily integrates bots with hundreds of apps and services using pre-built connectors and allows the ability to create custom workflows with Power Automate, enabling bots to take action on behalf of customers. It allows users to monitor and continuously improve bot performance using AI- and data-driven insights available in an easy-to-read dashboard.

Dynamics 365 License Types: Determining the Appropriate Access for Users

Users can access Dynamics 365 if a subscription license is purchased for them or the device they’re using. The type of license to purchase depends on the level of access they need. Subscription Licenses (SL) come in 3 major types: User SL, Device SL, and Organization SL.

User Subscription License

The most commonly purchased license is a “Name User” license. This requires each user to have their own login. Those with User SL may access the service through multiple devices. The User SL is classified into three sub-types of licenses:

Full User

These are the users whose work requires use of feature-rich business application functionality. Examples of full users are salespeople, customer service representatives, finance employees, controllers, and supply chain managers. These users have also been referred to in the past as Professional Users or Power Users. These Full Users are licensed with a Dynamics 365 Application subscription.

Team Member

This enables users to read Dynamics 365 data generated from Dynamics 365 Unified Operations and Dynamics 365 Customer Engagement Applications. At least one full Dynamics 365 user must be assigned to the tenant to administer and configure the individual Team Members applications.

Team Member licenses are designed to work across most major Dynamics 365 applications. They have the rights to the following:

Customer EngagementUnified Operations
Create, view, update, and delete contacts, activities, tasks, and notes.Record time and expense for Dynamics 365 for Project Service Automation, and apply for projects.Update personal employee information.User reporting and dashboards.Participate as an end-consumer of Dynamics 365 services, such as responding to surveys.A Team Members application module may not be customized with more than 15 custom entities available to the Dynamics 365 Team license. Customization is only allowed if it does not result in a change to core purpose of the specified scenario.To record any type of time.To record any type of expense.Manage personal employee information.Manage direct employee and candidate activities for hiring, onboarding, and human resources.Create requisitions.Create or edit the items related to the following capabilities: quality control and departmental budgets.Approval of time, expense, and invoices.Team Members application module may not be customized with more than 15 custom entities available to the Dynamics 365 Team license. This only applies to entities that sit on Common Data Service Platform (Talent – Attract). Customization is only allowed if it does not result in a change to core purpose of the specified scenario.

Dynamics 365 Unified Operations – Activity

This is only available for Unified Operations applications, and is intended for users who require more capabilities than the Team Members license, but do not require the use rights of a Full User. Dynamics 365 Unified Operations – Activity use rights include all Dynamics 365 Team Members user rights as well as the right to:

  • Approve all activity related transactions.
  • Create or edit the items related to warehousing, receiving, shipping, orders, vendor maintenance, and all budgets.
  • Operate a Point-of-Sale (POS) device, store manager device, shop floor device, or warehouse device.

Device Subscription License

With Device SL, any number of users can access a licensed device with individual logins without the need for separate User SLs. Customer Engagement device licenses are full devices that include the same rights as the equivalent user license, while the Operations device licenses are a limited with a subset of Unified Operations capabilities.

Tenant-Based Subscription License

With Tenant-Based SL, customers only need to purchase one license for the entire tenant. There’s no need to license each user as usage is shared among all users accessing the application.

Dynamics 365 Pricing

Dynamics 365 offers great value by providing users the ability to subscribe to only the applications they will use. Users can mix and match between both Customer Engagement applications and Unified Operations applications.

Customers first purchase a Base license for each Dynamics 365 user within their organization. Then, they may add one or more Attach licenses to each Base license. For example, if a customer has an individual user that requires both Sales and Customer Service Enterprise application functionality, they may purchase the Sales Enterprise Base license for $95 and then add the Customer Service Enterprise Attach license for $20. Their total Per User Per Month (PUPM) rate for this user is $115.

If the customer would like to purchase both a Base and an Attach license for a user, they must purchase the higher priced of the two licenses as the Base license. For example, if the customer would like to purchase a Retail license and a Customer Service license for a user, they must purchase the Retail license as the Base license ($180) and the Customer Service license as the Attach license ($20) for that user, for a total of $200 PUPM.

Dynamics 365 for Marketing is a tenant-based subscription license. If purchased as a standalone, $1,500 per month will allow you to assign Marketing licenses to any number of users in your tenant. Customers with at least 10 users (Sales, Customer Service, Field Service, Project Service Automation, Supply Chain Management, Finance, Retail) can purchase this for $750 per month.

Dynamics 365 for Project Service Automation and Dynamics 365 for Talent can only be purchased as a standalone Base license and cannot be used to attach any additional applications.

Prices below are Per User Per Month (PUPM), except for Marketing which is Per Tenant Per Month:

PowerApps Pricing

Microsoft Flow Pricing

Power Virtual Agent Pricing

The Power Virtual Agents application is licensed per tenant. The administrator will need to assign user licenses through the admin portal to Power Virtual Agent users who need access to the Power Virtual Agents application. Power Virtual Agents will be charged according to the unit of “sessions”. By default, 2,000 sessions are included with the license. Additional capacity add-on can be purchased for 1,000 chat sessions per add-on.

Power BI Pricing

Dynamics 365 Pricing and Licensing – Providing Organizations Flexibility and Value

Dynamics 365 pricing and licensing enables businesses to leverage the power of Microsoft business management technology according to their needs and budgets. Dynamics 365 offers the end-to-end functionality that simplifies business processes and maximizes a cost-effective IT investment.

References

All information in this article is a comprehensive summary collected from the following sources:


Thursday, November 24, 2022

Top Platforms to Integrate with Microsoft Dynamics 365

 Top Platforms to Integrate with Microsoft Dynamics 365

With over 500,000+ customers, Forrester and Gartner have named Microsoft Dynamics 365 as a market leader. The solution includes sales, marketing, customer management, and field service.

One of the key aspects of Microsoft Dynamics 365 is how quickly it can be integrated with other Microsoft products as well as a variety of third-party applications without requiring considerable configuration. Microsoft offers a number of APIs to make these integrations as simple as possible.

It is critical to integrate Dynamics 365 with other platforms in order to provide customers with a unified perspective. Since the integration does not require considerable configuration and can be simply implemented utilizing integrators and add-ons, it is suitable for both small and large businesses.

Integration like this is essential for Dynamics 365 to be a valuable business tool. Make use of this feature by integrating these useful platforms with your Dynamics 365 system if you’re trying to manage your business end-to-end:

1. Power BI

Every organization’s goal in this era of data overload is to analyze critical business, customer, and competition data for better decision-making. Microsoft’s Power BI is a key business tool that provides real-time information. Because Power BI and Dynamics 365 connect data from your CRM, ERP, financial software, and other systems, identifying trends, diagnosing problems, and making educated decisions becomes easier and more accurate.

With this integration, you can view dashboards and reports from Power BI on web pages if the Power BI visualization from the Portal Admin Center is enabled. Using Power BI capabilities, you can quickly study data and generate rich reports and dashboards. Here are some key features:

  • Users will also have access to dashboards and charts, which they will be able to engage with on a variety of devices.
  • You can embed dashboards and reports developed in a new Power BI workspace by enabling the “Power BI Embedded” service integration.
  • Automatically refresh data from Dynamics 365.
  • Power BI allows you to create reports and dashboards that you can share with others.

2. SharePoint

SharePoint is the ultimate collaboration and content management tool. Users can use Dynamics 365 to store, search, and share information, as well as establish a productive environment with safe access to the documents and data they need to make business decisions.

Users can save and manage documents in the context of Dynamics 365 for Customer Engagement application records by integrating Sharepoint. Additionally, you can:

  • Check the document in and out, examine the history, and change the document properties using Sharepoint’s document management features.
  • Since Sharepoint provides additional storage, users don’t have to worry about their Dynamics 365 instance running out of space.
  • Allow SharePoint documents with rights to be accessed by non-Dynamics 365 users. Store information about leads, opportunities, and services.

3. Marketing Automation

Integration with third-party tools is possible with Dynamics 365. With this integration, you can add an email marketing and marketing automation solution to Dynamics 365’s marketing features. You can integrate Dynamics 365 with any of the best marketing automation technologies that meet your needs and budget.

4. Office 365

You can improve customer relationship management by integrating Office 365 with Dynamics 365. With this Office 365 integration, users can increase their employees’ productivity by making their day-to-day tasks easier. You can more efficiently collaborate with your team across multiple devices. Thanks to the Outlook-Dynamics 365 interface, users can connect Outlook emails to contacts and opportunities associated with their Dynamics 365 data, create action lists for email responses and schedule them as tasks, and monitor email activity from any device. You can also:

  • Collaborate more effectively with your team across different devices with the Office integration.
  • With the Outlook App, you can generate leads directly from your inbox.
  • You can keep track of notes for leads and opportunities with One Note.
  • Without leaving Dynamics 365, you can communicate with your clients, colleagues, and team members in real-time.
  • Work in teams and collaborate more easily with Yammer.

 5. Outlook

Any company’s goal is to save time and sell more. Team productivity is revolutionized with this seamless interaction with Dynamics 365 and Outlook. This opens up a more accessible alternative for businesses to function more efficiently. When you have to log in to many applications to manage your emails, notes, and insights, it becomes tiresome. This integration eliminates the need for a second step, allowing users to:

  • Link Outlook emails to contacts and opportunities connected with their Dynamics 365 records automatically.
  • Make email response activity lists and assign them to tasks automatically.
  • Track email activity across all devices and include knowledge-based content in your emails.

6. Exchange

By integrating Dynamics 365 with Exchange,  you can sync all of your contacts, appointments, tasks, deadlines, and customer conversations in one location. Users can now send automatic emails straight from Dynamics 365, collaborate more effectively, access all emails, add Dynamics 365 contacts directly from email messages, and enable Exchange folder monitoring.

7. One Note

When you integrate One Note with Dynamics 365, you can store all of your thoughts, ideas, goals, and research in one place. When dealing with several leads or teams, taking notes is a common occurrence. It may be difficult to recover earlier conversations, opportunity details, quotations, or orders as a result of this. Users can now experience an interactive platform for their notes thanks to the integration. In addition, the user can:

  • Organize your pending leads in a better way.
  • To make it easier to lead, take notes for each opportunity.
  • For each new record, create a OneNote tab to which you can attach unstructured notes.

8. LinkedIn Sales Navigator

As a result of Microsoft’s acquisition of LinkedIn, the LinkedIn Sales Navigator tool is now completely integrated into Dynamics 365 CRM. Using the Dynamics 365 and LinkedIn Sales Navigator integration, you can explore LinkedIn profiles, save leads, set up alerts, and get notifications on changes to your lead’s profile.

9. Document Creation Tools

All of these may be created immediately in Dynamics 365 CRM, including proposals, quotations, other sales papers, and contracts. Using a document-generating tool to improve the productivity of your sales process can be extremely beneficial. By leveraging CRM data to pre-populate fields in your documents, you may send documents directly from CRM, prepare documents that are immediately logged to a CRM opportunity, and follow current progress at any time.

10. Business Central

Keeping your entire organization on the same page requires integrating CRM with your ERP solution. Microsoft’s existing ERP system, Dynamics 365 Business Central can be seamlessly integrated with Dynamics 365 CRM. This removes the need for human data entry, ensures data transfer accuracy, and facilitates supply chain and inventory management.

11. Custom Integrations

Dynamics 365 solutions provide a great deal of flexibility and include web APIs that make integrating with other systems a breeze. If there isn’t a pre-built integration that meets your needs on Microsoft’s AppSource, a Dynamics 365 partner can assist you in creating a bespoke integration for any solution you require.

12. ProjectPro

ProjectPro is the first Construction Management Software that provides real-time information about your construction company. It also aids in the organization of any information pertaining to your construction projects.

ProjectPro is ideal for any size firm, including those just starting out in the roofing industry. It allows you to manage your roofing contracts, track materials, and even communicate with team members quickly and easily. ProjectPro powered by Business Central can be seamlessly integrated with Dynamics CRM and other Microsoft Solutions to boost productivity and provide overall business insights.

Conclusion

There are numerous integration options and methods for utilizing the capabilities of Dynamics 365. However, there is something you should know if you want to get the most out of your Dynamics 365 system through integration. Integration with Dynamics 365 is easy. There is no need for large-scale configurations.

However, you’ll need a strategy if you want your integration to perform as planned. It would be great if you looked at how it will affect your existing and future business needs and figure out the best method to get the best results from your Dynamics 365 integrations. As a Microsoft Dynamics Gold Partner, we can help you determine the optimal integration choice for your present and future business needs. Drop us a line if you’d like to speak with our experts.

Top Platforms to get Integrated with Microsoft Dynamics 365 (dynamicssmartz.com)


Top Reasons why you should move to the Cloud

 

It’s hard to envision a world without cloud technology, given the speed of modern business and the need for millions of employees to work remotely due to COVID-19. The pandemic has proven to be a stress test for organizations regardless of where they are- in the cloud, using a hybrid of cloud and On-Premise/legacy systems, or relying completely on legacy systems with no cloud access.

At no other time in history has there been a greater demand for immediate access to cloud-based solutions than during this pandemic. Many organizations may not realize that the requirements or issues you are facing currently have always existed; nonetheless, they are in the spotlight now more than ever.

During the pandemic, many organizations were scrambling to migrate from outdated legacy systems to cloud-based solutions. After months of navigating remotely, executives need real-time financial information, employees need the convenience of co-working, whether in shared documents, on video or conference meetings, or the ability to securely access and transfer files, the list goes on and on.

The industry witnessed a boom in cloud migrations in the aftermath of the pandemic, as more and more organizations recognized their inability to harness remote work effectively, regardless of the company size or industry.

Transforming your business’s operations may appear to be a large undertaking; however, if approached as a transition with strategic phases, this endeavor can take your business to new heights. The race to the cloud allows companies to think bigger—to take a step back and analyze their processes, tactics, and goals to see how technology may help them overcome inefficiencies and operational problems.

Customers that have successfully transitioned to Dynamics 365 will tell you that the business benefits of the cloud much outweigh the perceived risks of migrating or staying on-premises.

Moving corporate processes to the cloud, like Dynamics 365 or Office, is a fundamental strategy that businesses are employing to gain efficiencies and improve data insights. Microsoft has made significant investments in the structure and security of its cloud and cloud solutions in order to help businesses move forward with their digital transformation efforts.

So, what are the advantages of migrating your on-premises systems to the cloud? We’ve compiled a list of the main reasons why organizations make the switch and the perks that come with it:

1. Peace of Mind

COVID-19 has established that having your business apps on the cloud is crucial for maintaining business continuity. Businesses that use Dynamics 365 in the cloud may be able to pivot their resources and operations in response to unforeseen circumstances.

These businesses can quickly transition to a totally remote work environment and manage supply and demand fluctuations. Because Dynamics 365 is a fully managed software as a service (SaaS), they don’t have to worry about upgrades or security, allowing them to concentrate on strategic work rather than IT maintenance.

If you want to stay resilient and agile, it’s time to transition your on-premises applications to Dynamics 365 in the cloud.

2. Microsoft Cloud

When you move your systems to the cloud, you gain access to Microsoft’s full range of services, including infrastructure, security monitoring, threat management, intrusion detection, and stability. Your data is always accessible and safe, thanks to a 99.9% uptime and built-in redundancy.

In addition, the Microsoft cloud complies with 90 standards, including 35 compliance options tailored to the demands of businesses like health, government, finance, education, manufacturing, and media.

3. Cost

The cloud is a more cost-effective solution than on-premises since it eliminates hardware expenditures, reduces administration costs, and eliminates third-party products.

According to a Forrester Total Economic Impact (TEI) analysis, organizations that switched to the cloud saw a 10.25 percent reduction in TCO( total cost of ownership) and a 40 percent decrease in administration costs due to the elimination of software upgrades, storage allocation, server backups, and restores.

They saved 30-50 percent on deployment costs compared to on-premises, as well as money on hardware, storage, and disaster recovery.

4. Regular Upgrades

Consistent, timely, and automatic updates are critical features when moving to the cloud. You won’t have to worry about scheduling and paying for huge upgrades, or whether your version is out of date or no longer supported. Microsoft’s One Version idea ensures that every machine is running the most recent version with the most up-to-date features and capability.

Each year, eight updates are released, including two significant changes in April and October. The updates are provided to you by Microsoft and your Partner expert.

5. Modern User Experience and Platform

Dynamics 365 online has a more up-to-date user experience and platform that is easier to use and accessible on any device. No matter where they are or what device they are using, your users have access to the information they need at any given time. The smartphone app has an offline mode that allows users to work even when they don’t have internet connectivity. The system automatically syncs that information, when they are connected.

6. Updated Functionality

Dynamics 365 helps business owners gain a 360-degree perspective of their business by providing the latest functionality including real-time insights and customized modern reporting alternatives.

With Dynamics 365, you’ll always be running the most up-to-date software, with new capabilities that address industry and regulatory trends. Dynamics 365, in conjunction with Microsoft Teams, Office, Microsoft Azure, and Power Platform, provides enhanced capabilities and competitive benefits, allowing you to stay ahead of the competition at all times.

Several organizations that use Dynamics 365 are able to completely reinvent their business processes as a result of these improved capabilities, while also becoming more flexible and adapting to change even faster.

7. Integrated Business Operations

Integrating your business systems successfully implies automating and streamlining operations for all of your employees. Dynamics 365 breaks down silos between systems and processes, allowing users from all departments to access the data and information they need to achieve their objectives.

8. Business Insights

Thanks to the ability to gather information from a multitude of sources, analyze data, and access in-depth dashboards and reports, Dynamics users have greater visibility into data and underlying trends than ever before. You can forecast churn or take the next best action depending on this information. You can also make well-informed decisions by anticipating opportunities and closing more deals.

reasons to migrate to cloud

Winding Up!

No matter what your primary motivation, the advantages of migrating to the cloud are evident. Many businesses have already begun their transition to the cloud and are beginning to see the benefits of doing so. As cloud usage grows, we’ll certainly see a change toward a cloud-first strategy, with the cloud becoming the default option for new services, applications, and infrastructure.

If you are considering the move to the cloud, it’s critical to work with experts that take the time to understand your business goals and match them with a unified cloud migration strategy. Not only will this strategy help you avoid any gaps in your organization’s day-to-day procedures, but making technological initiatives that are aligned with your business goals will enhance your product or service in the long run. 

References: 8 Reasons To Migrate Your Business To The Cloud (dynamicssmartz.com)



Tuesday, November 22, 2022

Plugin isolation mode in Plugin

 Plugin isolation mode signifies the level of security restrictions imposed on the plugin execution pipeline. The isolation mode is specified on the assembly level and not on the individual plugin step.

When a plugin assembly is registered, it can either be registered in an isolated or sandbox mode or in a none mode. The sandbox is more secure and some actions are restricted.

When a plugin is registered in a sandbox mode, although a plugin can still access the Dynamics CRM organization service and execute requests in accordance with Dynamics SDK, some of the functionalities such as accessing database or file directory are restricted. However, the plugin will still be able to access Azure Cloud Services endpoint


Dynamics 365 Plugin Development Basics

Develop Dynamics 365 Plugin From Scratch

An article on Dynamics 365 CRM Plug-in Development Basics or Step by Step Develop a Plugin in Dynamics 365 from Scratch by Dynamix Academy. A plug-in is a .NET assembly that you can upload to the Common Data Service. Classes within the assembly can be registered to specific events (steps) within the event framework. The code within the class provides a way for you to respond to the event so that you can augment or modify the default behavior of the platform.

Dynamics 365 CRM Plugin Development Basics

Step by Step: How to Write a Dynamics 365 plugin?

The process of writing a plug-in is:

  1. Create a .NET Framework Class library project in Visual Studio
  2. Add the Microsoft.CrmSdk.CoreAssemblies NuGet package to the project
  3. Implement the IPlugin interface on classes that will be registered as steps.
  4. Add your code to the Execute method required by the interface
    1. Get references to services you need
    2. Add your business logic
  5. Sign & build the assembly
  6. Test the assembly
    1. Register the assembly in a test environment
    2. Add your registered assembly and steps to an unmanaged solution
    3. Test the behavior of the assembly
    4. Verify expected trace logs are written
    5. Debug the assembly as needed

Sample Plugin Code Structure

// Obtain the tracing service
 ITracingService tracingService =
 (ITracingService)serviceProvider.GetService(typeof(ITracingService));
// Obtain the execution context from the service provider.  
 IPluginExecutionContext context = (IPluginExecutionContext)
     serviceProvider.GetService(typeof(IPluginExecutionContext));
// The InputParameters collection contains all the data passed in the message request.  
 if (context.InputParameters.Contains("Target") &&
     context.InputParameters["Target"] is Entity)
 {
     // Obtain the target entity from the input parameters.  
     Entity entity = (Entity)context.InputParameters["Target"];

// Obtain the organization service reference which you will need for  
// web service calls.  
IOrganizationServiceFactory serviceFactory =
    (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);

try
{
    // Plug-in business logic goes here.  
Entity followup = new Entity("task");

followup["subject"] = "Send e-mail to the new customer.";
followup["description"] =
    "Follow up with the customer. Check if there are any new issues that need resolution.";
followup["scheduledstart"] = DateTime.Now.AddDays(7);
followup["scheduledend"] = DateTime.Now.AddDays(7);
followup["category"] = context.PrimaryEntityName;

// Refer to the account in the task activity.
if (context.OutputParameters.Contains("id"))
{
    Guid regardingobjectid = new Guid(context.OutputParameters["id"].ToString());
    string regardingobjectidType = "account";

    followup["regardingobjectid"] =
    new EntityReference(regardingobjectidType, regardingobjectid);
}

// Create the task in Microsoft Dynamics CRM.
tracingService.Trace("FollowupPlugin: Creating the task activity.");
service.Create(followup);
}

catch (FaultException ex)
{
    throw new InvalidPluginExecutionException("An error occurred in FollowUpPlugin.", ex);
}

catch (Exception ex)
{
    tracingService.Trace("FollowUpPlugin: {0}", ex.ToString());
    throw;
}
}

Things to keep in mind while Creating a plug-in

  • You just created your first plugin, and now you have to register it in Dynamics 365 Instance
  • You have note that you need to use Plugin Registration Tool to register the plugins
  • Keep in mind that plugins will never run on the front-end, they will only run on the back-end. It’s not enough to simply register a plugin assembly – you need to register a Message Processing Step for the plugin to work