Book Image

Mastering Microsoft Dynamics CRM 2016

By : Deepesh Somani
Book Image

Mastering Microsoft Dynamics CRM 2016

By: Deepesh Somani

Overview of this book

Microsoft Dynamics CRM is the most trusted name in enterprise-level customer relationship management. The latest version of Dynamics CRM 2016 comes with some exciting extra features guaranteed to make your life easier with Dynamics CRM. This book provides a comprehensive coverage of Dynamics CRM 2016 and helps you make your tasks much simpler while elevating you to the level of an expert. The book starts with a brief overview of the functional features and then introduces the latest features of Dynamics CRM 2016. You will learn to create Word and Excel templates, using CRM data that will enable you to provide customized data analysis for your organization. You will understand how to utilize Dynamics CRM as an XRM Framework, gain a deep understanding about client-side scripting in Dynamics CRM, and learn creating client-side applications using JavaScript and Web API. We then introduce visual control frameworks for Dynamics CRM 2016 mobile and tablet applications. Business Process Flows, Business Rules, and their enhancements are introduced. By the end of this book, you will have mastered utilizing Dynamics CRM 2016 features through real-world scenarios.
Table of Contents (20 chapters)
Title Page
Credits
About the Author
Acknowledgment
About the Reviewer
www.PacktPub.com
Customer Feedback
Preface

Writing a plugin


Plugins are custom classes that implement the IPlugin interface. The class can be written in any .NET framework-compliant language such as Microsoft Visual C# or Microsoft Visual Basic .NET. The following screenshots illustrate how users can create a plugin project.

  1. Firstly, the user can create a new class library project:

Creating a Plugin Class Project

  1. After the project is created, the user can add a new Class... item to the project. The new class would act as the plugin class:
  1. Here's how we can add a new class file to the solution:

Selecting the appropriate item type

  1. All the plugin projects must have a reference for the Microsoft.Xrm.Sdk and Microsoft.Crm.Sdk.Proxy assemblies.

If a person is writing a plugin for the first time, they must download the appropriate Dynamics SDK matching the target environment. You can refer to this MSDN link for downloading the SDK:https://www.microsoft.com/en-us/download/details.aspx?id=50032

  1. Here's how we can add assembly references:
  1. Here's how...