The Microsoft Dynamics CRM Platform Enhancement Discussion August 2018

Based on your requirements, you can either use default buttons on Entity Forms and Entity Lists, or user defined buttons on D365 Portal.

Products with Add to Cart Buttons

1). In Portals, configure Entity Lists to show Products List in portal.

2). In Entity Lists, use Grid Configuration section to configure buttons.

To trace a Plug-in, we use Plug-in trace log which stores the trace log information.

Enable Plug-in Trace Log:

To enable the Plug-in Trace Log in CRM, navigate to Settings > Administration.

The Administration window opens.

Click System Settings. You will be directed to System Settings page.

There are many business scenarios where we are required to call a Plugin using JavaScript. In this blog, we will discuss one of the approaches that is very effective.

To call Plugin using JavaScript, we should:

• Create an action in CRM
• Register Plugin
• Register step on action message
• Call this action in JavaScript

At the time of Plugin Assembly Registration, you can specify about Plug-in Deployment.

• Firstly, you need to identify the deployment type i.e., CRM Online or CRM On-Premise.
  • For CRM Online, plug-in assemblies must be registered in Sandbox.
  • For CRM On-Premise, plug-in assemblies can be registered in Sandbox or outside the Sandbox (select radio box None).​​​​​​​

Event Pipeline: The even pipeline allows you to configure when in the event the plug-in code will execute. There are 3 Event Pipeline stages namely, Pre-Validation, Pre-Operation, and Post-Operation.

Pre-Validation: In the pre-validation stage, security checks are performed to verify whether the calling or logged on user has the valid permissions to perform the intended operation.

Pre-Operation: Plug-in will run after validation and before the values are saved in the database.

 

A Plug-in is a custom business logic code which is used to execute an action when a particular event takes place. It acts as event handlers in CRM and is triggered in events like create, update, delete, etc. Plug-ins are used to automate processes like sending emails to customers when some events take place in CRM.

Shared Variables in Plug-in:

Shared Variables in Plug-in was introduced in CRM 4.0. Shared variables are used for passing data between plug-ins registered on both pre and post events. So, instead of storing values in custom attributes, they can be stored in context variable. Read and write data into shared variables of context.

Real-time Shared Variables Business Scenario:

MTC has come up with another smart feature to boost its Super Grid add-on functionality by using which users can have entities such as Email, Appointment, Phonecalls, Tasks, and Notes to be displayed on the home grid for easy access to wider details and addition of new records. Super Grid users will love this cool feature as it is easy-to-configure and saves tons of their time.

Let’s see how the configuration is done below.  

Step1:

• Navigate to Sales --> Accounts and select any existing record or create a new record.
• For e.g., Coho Winery here.