Tutorial 1

Task

1. Lead can be import by Excel file and make sure the topic always uppercase after lead imported.

Coding

1. Create a blank solution Paz.LuckeyMonkey
2. Add New Project 10. C# Shared Project to solution Paz.LuckeyMonkey
   • PL.DynamicsCrm.DevKit created shared project name: Paz.LuckeyMonkey.Shared with the following folders, files
     • Entities
     • Lib
       • Date.cs
       • EntityBase.cs
       • Extension.cs
       • PluginCore.cs
       • SimpleJson.cs
3. Add New Project 03. C# Plugin Project to solution.
   • A popup form Add new Plugin Project opened
   • Click button >< to create/select a Dynamics 365 connection
   • After connected PL.DynamicsCrm.DevKit loaded all entities and bind to dropdown Project Name
   • Select Lead in the Project Name
   • Select 9.0.2.4 in the Crm Version
     • PL.DynamicsCrm.DevKit get all Microsoft.CrmSdk.CoreAssemblies version from NuGet
   • Select 4.5.2 in the .Net version
   • Click OK
   • PL.DynamicsCrm.DevKit created plugin project name: Paz.LuckeyMonkey.Plugin.Lead
4. Rebuild solution to restore NuGet packages
5. Add 2. C# Plugin Class to Paz.LuckeyMonkey.Plugin.Lead project
   • A popup form opened
   • Click button >< to create/select a Dynamics 365 connection
   • PL.DynamicsCrm.DevKit load all messages plugin for entity Lead and bind to dropdown Message.
   • Select Message: Create - Stage: PreOperation. (It automatic selected Synchronous execution and not allow you change)
   • Click OK
   • PL.DynamicsCrm.DevKit created plugin class: PreLeadCreateSynchronous
6. Open Windows Explorer, go to current solution folder, then goto packages\tools\PL.DynamicsCrm.DevKit.Cli.[version] folder. Copy file: PL.DynamicsCrm.DevKit.Cli.json to solution root folder
7. Check solution root folder and you see 2 files: PL.DynamicsCrm.DevKit.json and PL.DynamicsCrm.DevKit.Cli.json
8. Open file PL.DynamicsCrm.DevKit.Cli.json by Notepad and edit these information in section: plugins.profile = "DEBUG"
   • plugins.solution = "LuckeyMonkey"
   • plugins.includefiles = "Paz.LuckeyMonkey.*.dll"
9. Rebuild solution
10. Open command-line, go to Paz.LuckeyMonkey.Plugin.Lead folder, then run deploy.bat and waiting PL.DynamicsCrm.DevKit.Cli deploy to Dynamics Crm
11. Open Plugin Registration Tool and verify plugin deployed
12. Open Crm solution LuckeyMonkey and verify plugin Paz.LuckeyMonkey.Plugin.Lead added to Plug-in Assemblies node, step Paz.LuckeyMonkey.Plugin.Lead.PreLeadCreateSynchronous added to Sdk Message Processing Steps node
13. Add PL.DynamicsCrm.DevKit > 21. C# Late Bound Class to Entities folder of Wooow.Kool.Shared project.
    • A popup form opened.
    • Select saved connection or create new connection.
      • PL.DynamicsCrm.DevKit load all entities and bind to dropdown Class.
    • Select Account in the class.
    • Click OK and waiting. 2 files generated.
      • Account.cs you can edit/update your code here because it is a partial class.
      • Account.generated.cs DON'T changes this file, it will be lost when you re-generate Account entity.
14. Rebuild solution and get an error missing EntityBase class.
15. Add PL.DynamicsCrm.DevKit > 22. C# EntityBase.cs to Lib folder of Wooow.Kool.Shared project.
16. Rebuild solution without errors.
17. Back to class: PreAccountCreateSynchronous and beginning code
    • Go to line 30, remove comment code, edit fixed it like below

var target = (Entity)Plugin.Context.InputParameters["Target"];

20. Continue write your code

//YOUR PLUGIN-CODE GO HERE
var account = new Account(target);
if (account.Name != null)
    account.Name = account.Name.ToUpper();

21. run deploy.bat again to deploy new code to your Dynamics Crm.
22. Go to Dynamics Crm, create new Account to check plugin worked or not.
23. Check-in all files to your source control.
24. You finished this tutorial.

Your Solution Explorer after you finished this tutorial