{"id":1682,"date":"2023-11-08T16:42:22","date_gmt":"2023-11-08T16:42:22","guid":{"rendered":"https:\/\/allaboutiot.azurewebsites.net\/?p=1682"},"modified":"2024-03-17T16:44:50","modified_gmt":"2024-03-17T16:44:50","slug":"make-your-first-dynamics-365-crm-plugin","status":"publish","type":"post","link":"https:\/\/allaboutiot.azurewebsites.net\/index.php\/2023\/11\/08\/make-your-first-dynamics-365-crm-plugin\/","title":{"rendered":"Make your first Dynamics 365 CRM Plugin"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Intro<\/h2>\n\n\n\n<p>Dynamics 365 CRM is a powerful tool for businesses to manage their customer data and interactions. To enhance its capabilities and tailor it to specific business needs, creating custom plugins is essential.<\/p>\n\n\n\n<p>\ud83e\udde9 In this blog post, I&#8217;ll guide you through the process of making your first Dynamics 365 CRM plugin. Whether you&#8217;re a developer looking to extend CRM functionality or a CRM administrator seeking a more in-depth understanding, this step-by-step guide will help you get started on your plugin development journey.<\/p>\n\n\n\n<p>Let&#8217;s dive into the world of Dynamics 365 CRM plugins and empower your CRM with custom business logic and automation.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Requirements<\/h2>\n\n\n\n<p>You will need:<\/p>\n\n\n\n<ul>\n<li>Visual Studio 2019 or 2022<\/li>\n\n\n\n<li>.NET Framework 4.6.2<\/li>\n\n\n\n<li>Power Platform Tools for VS 2022 Extension<\/li>\n\n\n\n<li>Plugin Registration Tool<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Steps<\/h2>\n\n\n\n<p>Open Visual Studio and press \u201cContinue without code\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" data-src=\"https:\/\/cdn.hashnode.com\/res\/hashnode\/image\/upload\/v1699468161589\/72a751f7-1272-4156-9703-19acce6e8a4f.png\" alt=\"\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" class=\"lazyload\" \/><noscript><img decoding=\"async\" src=\"https:\/\/cdn.hashnode.com\/res\/hashnode\/image\/upload\/v1699468161589\/72a751f7-1272-4156-9703-19acce6e8a4f.png\" alt=\"\"\/><\/noscript><\/figure>\n\n\n\n<p>Press \u201cExtensions\u201d and then \u201cManage Extensions\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" data-src=\"https:\/\/cdn.hashnode.com\/res\/hashnode\/image\/upload\/v1699468056009\/e5292d34-987e-48a0-9ef6-c8632f28c7ba.png\" alt=\"\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" class=\"lazyload\" \/><noscript><img decoding=\"async\" src=\"https:\/\/cdn.hashnode.com\/res\/hashnode\/image\/upload\/v1699468056009\/e5292d34-987e-48a0-9ef6-c8632f28c7ba.png\" alt=\"\"\/><\/noscript><\/figure>\n\n\n\n<p>In the search, type &#8220;Power Platform Tools&#8221; and download Microsoft&#8217;s \u201cPower Platform Tools for VS 2022\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" data-src=\"https:\/\/cdn.hashnode.com\/res\/hashnode\/image\/upload\/v1699468265898\/2ee7ef11-c5ed-49dd-a4bc-e3ec48e48348.png\" alt=\"\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" class=\"lazyload\" \/><noscript><img decoding=\"async\" src=\"https:\/\/cdn.hashnode.com\/res\/hashnode\/image\/upload\/v1699468265898\/2ee7ef11-c5ed-49dd-a4bc-e3ec48e48348.png\" alt=\"\"\/><\/noscript><\/figure>\n\n\n\n<p>Now, restart the Visual Studio.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">New Project<\/h2>\n\n\n\n<p>We will create a new solution by clicking File \u2192 New \u2192 New Project.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" data-src=\"https:\/\/cdn.hashnode.com\/res\/hashnode\/image\/upload\/v1699468289771\/57659bc5-79a0-42b8-9369-ddb3012cfdb8.png\" alt=\"\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" class=\"lazyload\" \/><noscript><img decoding=\"async\" src=\"https:\/\/cdn.hashnode.com\/res\/hashnode\/image\/upload\/v1699468289771\/57659bc5-79a0-42b8-9369-ddb3012cfdb8.png\" alt=\"\"\/><\/noscript><\/figure>\n\n\n\n<p>Search for \u201cpower platform solution template\u201d and then choose it and press \u201cNext\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" data-src=\"https:\/\/cdn.hashnode.com\/res\/hashnode\/image\/upload\/v1699468305118\/32546070-e189-484a-8b06-b4ef1bc479fd.png\" alt=\"\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" class=\"lazyload\" \/><noscript><img decoding=\"async\" src=\"https:\/\/cdn.hashnode.com\/res\/hashnode\/image\/upload\/v1699468305118\/32546070-e189-484a-8b06-b4ef1bc479fd.png\" alt=\"\"\/><\/noscript><\/figure>\n\n\n\n<p>Give a proper \u201cProject Name\u201d, select \u201c.NET Framework <strong>4.6.2<\/strong>\u201d and press \u201cCreate\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" data-src=\"https:\/\/cdn.hashnode.com\/res\/hashnode\/image\/upload\/v1699468372216\/76f671bd-c9b1-4a6e-a2d7-7b8e03d33e5d.png\" alt=\"\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" class=\"lazyload\" \/><noscript><img decoding=\"async\" src=\"https:\/\/cdn.hashnode.com\/res\/hashnode\/image\/upload\/v1699468372216\/76f671bd-c9b1-4a6e-a2d7-7b8e03d33e5d.png\" alt=\"\"\/><\/noscript><\/figure>\n\n\n\n<p>Select either of these options.<\/p>\n\n\n\n<p>I have an existing Dataverse solution, so I will go with the first option.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" data-src=\"https:\/\/cdn.hashnode.com\/res\/hashnode\/image\/upload\/v1699470024707\/1d977232-8943-40cb-af97-876ebc4bf57a.png\" alt=\"\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" class=\"lazyload\" \/><noscript><img decoding=\"async\" src=\"https:\/\/cdn.hashnode.com\/res\/hashnode\/image\/upload\/v1699470024707\/1d977232-8943-40cb-af97-876ebc4bf57a.png\" alt=\"\"\/><\/noscript><\/figure>\n\n\n\n<p>Choose one of these 3 options to log in and then press &#8220;Login&#8221;.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" data-src=\"https:\/\/cdn.hashnode.com\/res\/hashnode\/image\/upload\/v1699470040283\/6130af21-ef56-4770-a26f-0243b4b6fcca.png\" alt=\"\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" class=\"lazyload\" \/><noscript><img decoding=\"async\" src=\"https:\/\/cdn.hashnode.com\/res\/hashnode\/image\/upload\/v1699470040283\/6130af21-ef56-4770-a26f-0243b4b6fcca.png\" alt=\"\"\/><\/noscript><\/figure>\n\n\n\n<p>Sign in and pick the solution you want.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" data-src=\"https:\/\/cdn.hashnode.com\/res\/hashnode\/image\/upload\/v1699470053543\/1b9b2528-bc54-4dbe-9d9e-9859d9e47d95.png\" alt=\"\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" class=\"lazyload\" \/><noscript><img decoding=\"async\" src=\"https:\/\/cdn.hashnode.com\/res\/hashnode\/image\/upload\/v1699470053543\/1b9b2528-bc54-4dbe-9d9e-9859d9e47d95.png\" alt=\"\"\/><\/noscript><\/figure>\n\n\n\n<p>Select one of the two options.<\/p>\n\n\n\n<p>I am going with the first one.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" data-src=\"https:\/\/cdn.hashnode.com\/res\/hashnode\/image\/upload\/v1699470069389\/3f512380-2684-47e2-88b1-d94fd051ab49.png\" alt=\"\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" class=\"lazyload\" \/><noscript><img decoding=\"async\" src=\"https:\/\/cdn.hashnode.com\/res\/hashnode\/image\/upload\/v1699470069389\/3f512380-2684-47e2-88b1-d94fd051ab49.png\" alt=\"\"\/><\/noscript><\/figure>\n\n\n\n<p>Then, choose \u201cEntity\u201d and then select the entity you want.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" data-src=\"https:\/\/cdn.hashnode.com\/res\/hashnode\/image\/upload\/v1699470104542\/a7e0f503-ddce-4ebe-952d-2ed3a3269f5d.png\" alt=\"\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" class=\"lazyload\" \/><noscript><img decoding=\"async\" src=\"https:\/\/cdn.hashnode.com\/res\/hashnode\/image\/upload\/v1699470104542\/a7e0f503-ddce-4ebe-952d-2ed3a3269f5d.png\" alt=\"\"\/><\/noscript><\/figure>\n\n\n\n<p>Now, select \u201cTools\u201d and \u201cConnect to Dataverse\u2026\u201d.<\/p>\n\n\n\n<p>Sign in again, as before.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" data-src=\"https:\/\/cdn.hashnode.com\/res\/hashnode\/image\/upload\/v1699469934870\/bd581882-95cc-4055-9f3d-a18aa2aae1c1.png\" alt=\"\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" class=\"lazyload\" \/><noscript><img decoding=\"async\" src=\"https:\/\/cdn.hashnode.com\/res\/hashnode\/image\/upload\/v1699469934870\/bd581882-95cc-4055-9f3d-a18aa2aae1c1.png\" alt=\"\"\/><\/noscript><\/figure>\n\n\n\n<p>Right-click the entity you want from the explorer bar and select \u201cCreate Plug-in\u201d.<\/p>\n\n\n\n<p>Register the step you want.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" data-src=\"https:\/\/cdn.hashnode.com\/res\/hashnode\/image\/upload\/v1699470639825\/517e68e2-e47c-40fc-b06d-a998dfbdbe74.png\" alt=\"\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" class=\"lazyload\" \/><noscript><img decoding=\"async\" src=\"https:\/\/cdn.hashnode.com\/res\/hashnode\/image\/upload\/v1699470639825\/517e68e2-e47c-40fc-b06d-a998dfbdbe74.png\" alt=\"\"\/><\/noscript><\/figure>\n\n\n\n<p>The basic code will automatically be generated.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" data-src=\"https:\/\/cdn.hashnode.com\/res\/hashnode\/image\/upload\/v1699470511773\/97b6faf8-bb2b-4100-ba61-ee40b5d4ad53.png\" alt=\"\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" class=\"lazyload\" \/><noscript><img decoding=\"async\" src=\"https:\/\/cdn.hashnode.com\/res\/hashnode\/image\/upload\/v1699470511773\/97b6faf8-bb2b-4100-ba61-ee40b5d4ad53.png\" alt=\"\"\/><\/noscript><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Signing<\/h2>\n\n\n\n<p>Right-click in Plugins and select \u201cProperties\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" data-src=\"https:\/\/cdn.hashnode.com\/res\/hashnode\/image\/upload\/v1699468838721\/e5d6bc19-dd91-4229-bf57-6cd36e0a6996.png\" alt=\"\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" class=\"lazyload\" \/><noscript><img decoding=\"async\" src=\"https:\/\/cdn.hashnode.com\/res\/hashnode\/image\/upload\/v1699468838721\/e5d6bc19-dd91-4229-bf57-6cd36e0a6996.png\" alt=\"\"\/><\/noscript><\/figure>\n\n\n\n<p>Go to Signing, and tick the \u201cSign the assembly\u201d check box.<\/p>\n\n\n\n<p>Then select \u201c&lt;New\u2026&gt;\u201d, give a name to the key file name, unselect the box for the password, and press \u201cOK\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" data-src=\"https:\/\/cdn.hashnode.com\/res\/hashnode\/image\/upload\/v1699468563371\/33a8ab59-e362-48af-befc-855c2eea21e3.png\" alt=\"\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" class=\"lazyload\" \/><noscript><img decoding=\"async\" src=\"https:\/\/cdn.hashnode.com\/res\/hashnode\/image\/upload\/v1699468563371\/33a8ab59-e362-48af-befc-855c2eea21e3.png\" alt=\"\"\/><\/noscript><\/figure>\n\n\n\n<p>Ready!<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" data-src=\"https:\/\/cdn.hashnode.com\/res\/hashnode\/image\/upload\/v1699469066781\/0a65f3dc-e0b5-4fbe-aa1a-832b9ed2fad8.png\" alt=\"\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" class=\"lazyload\" \/><noscript><img decoding=\"async\" src=\"https:\/\/cdn.hashnode.com\/res\/hashnode\/image\/upload\/v1699469066781\/0a65f3dc-e0b5-4fbe-aa1a-832b9ed2fad8.png\" alt=\"\"\/><\/noscript><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Building<\/h2>\n\n\n\n<p>Build the solution by right-clicking the Solution and selecting \u201cBuild Solution\u201d.<\/p>\n\n\n\n<p>Then, right-click the \u201cPlugins\u201d and select \u201cDeploy\u201d.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Plugin Registration Tool<\/h2>\n\n\n\n<p>My favorite way to check my plugins and register the steps is by downloading a very helpful tool, the Plugin Registration Tool.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" data-src=\"https:\/\/cdn.hashnode.com\/res\/hashnode\/image\/upload\/v1699469242181\/1851b069-8228-4919-be87-965c3364a033.png\" alt=\"\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" class=\"lazyload\" \/><noscript><img decoding=\"async\" src=\"https:\/\/cdn.hashnode.com\/res\/hashnode\/image\/upload\/v1699469242181\/1851b069-8228-4919-be87-965c3364a033.png\" alt=\"\"\/><\/noscript><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Closing<\/h2>\n\n\n\n<p>Creating your first Dynamics 365 CRM plugin is an exciting step toward harnessing the full potential of this robust platform. Whether you&#8217;re automating routine tasks, customizing CRM behavior, or integrating with other systems, plugins are a fundamental tool in your CRM toolkit.<\/p>\n\n\n\n<p>I hope this guide has demystified the process and given you the confidence to start building your own plugins. As you delve deeper into the world of Dynamics 365 CRM customization, you&#8217;ll discover the endless possibilities for tailoring your CRM to meet your specific business needs.<\/p>\n\n\n\n<p>Feel free to reach out to me if you have any questions or need further assistance on your plugin development journey. Happy coding and transforming your Dynamics 365 CRM experience! \ud83d\udc4b<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">References<\/h2>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Getting Started with Power Platform Tools for Visual Studio | Power Platform Tutorial \ud83e\udd29\ud83d\ude0d\" width=\"640\" height=\"360\" data-src=\"https:\/\/www.youtube.com\/embed\/XUby9j0tLCU?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" allowfullscreen src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" class=\"lazyload\" data-load-mode=\"1\"><\/iframe>\n<\/div><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Intro Dynamics 365 CRM is a powerful tool for businesses to manage their customer data and interactions. To enhance its capabilities and tailor it to specific business needs, creating custom plugins is essential. \ud83e\udde9 In this blog post, I&#8217;ll guide you through the process of making your first Dynamics 365 CRM plugin. Whether you&#8217;re a&hellip;<\/p>\n","protected":false},"author":1,"featured_media":1658,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[1,47],"tags":[10,54,53],"gutentor_comment":0,"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\r\n<title>Make your first Dynamics 365 CRM Plugin - Maria-Anastasia&#039;s blog about tech<\/title>\r\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\r\n<link rel=\"canonical\" href=\"https:\/\/allaboutiot.azurewebsites.net\/index.php\/2023\/11\/08\/make-your-first-dynamics-365-crm-plugin\/\" \/>\r\n<meta property=\"og:locale\" content=\"en_US\" \/>\r\n<meta property=\"og:type\" content=\"article\" \/>\r\n<meta property=\"og:title\" content=\"Make your first Dynamics 365 CRM Plugin - Maria-Anastasia&#039;s blog about tech\" \/>\r\n<meta property=\"og:description\" content=\"Intro Dynamics 365 CRM is a powerful tool for businesses to manage their customer data and interactions. 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