Book Image

Microsoft Dynamics CRM 2015 Application Design

By : Mahender Pal
Book Image

Microsoft Dynamics CRM 2015 Application Design

By: Mahender Pal

Overview of this book

<p>Businesses can have their developers build complete apps or plug-ins and interfaces to suit their business needs. With the application of MS CRM, administrators can alter the content, layout, and business logic for each business use case. Businesses can choose to run Dynamics CRM on their own internal server or to link to web-hosted installations. This book is an enhanced guide that covers all the new features released with Microsoft Dynamics CRM 2015. Coming straight off the shelf with a whole new frontier of updated business rules, process enhancements, SDK methods, and other enhancements, this book is a complete guide for all your Dynamics CRM questions.</p> <p>Starting off, this book will introduce you to the deployment options such as online and on-premise, and the software and hardware requirements as CRM customization. It will also teach you how to develop a sample application.</p> <p>Going deeper, this book teaches you about the new enhancements in Microsoft Dynamics CRM 2015 such as business process, new client-side scripting, mobile application, and actions enhancements. You will quickly get up and running with plugin development and project tracking concepts with the help of sample applications.</p> <p>The book concludes with how Microsoft Dynamics CRM extends its mobile capabilities and bring more feature-rich experience to the app users.</p>
Table of Contents (17 chapters)
Microsoft Dynamics CRM 2015 Application Design
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Understanding plug-in registration


Once our code is ready, we need to register it to the CRM platform, so that it can execute on corresponding events. We can register our plug-in using SDK or we can use the plug-in registration tool that comes with CRM SDK. We can find this registration tool under the \SDK\Tools\PluginRegistration location. We can run the PluginRegistration.exe file to register our plug-in.

Perform the following steps to set up a connection with the CRM server:

  1. Double-click on the PluginRegistration.exe file and click on the + Create New Connection button.

  2. Select Deployment Type (for our demo we are connecting to CRM Online):

    Plug-in connect

    Note

    We need to specify region information while connecting to CRM Online. If you don't have any idea about your organization region, you can select the Don't Know option under Online Region; then you will find organizations in all regions.

  3. Click on the Login button to connect to the CRM server.

Once is it connected it will display the already...