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Microsoft Dynamics CRM 2011 Plugins Registration

Posted by Nitin Dhawan on May 11, 2015

Registering Plugins
Once we write custom plug-in or work flow activity; we need to register it using the Plug-in Registration tool. There are five different ways can register it. First three using the plugin Registration tool and other two methods by adding a registered custom plug-in or workflow activity to a solution and importing that solution or by writing custom code that uses the SDK plug-in registration classes. But the most common registration method is to use the tool. Later when you are ready to package your code for production deployment, you can make use of solutions.
The Plugin registration tool provides graphical user interface. The first operation to perform with the tool is to connect to one or more Microsoft Dynamics CRM 2011/Online servers. We can do this by selecting the Create New Connection button in the toolbar.
The Reload Organizations button in the toolbar refreshes the connections list and the Remove Connection button deletes the selected connection from the list.
The Remove Connection button in the toolbar close the Plugin Registration tool.
  The second step is to enter the connection information for the target Microsoft Dynamics CRM server/online in the Connection Information part of the Connections pane.
In Label, we need to put the connection name.
In a discovery URL, we need to enter the http[s]://server-name [: port].
Enter the user name and password of your Microsoft Dynamics CRM user account as appropriate for the type of server you are connecting to.

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Introduction to Microsoft Dynamics CRM 2011 Plugins

Posted by Nitin Dhawan on July 4, 2012

Whenever we need to extend the OOB functionality of Microsoft Dynamics CRM 2011. We can write custom plugins which can run before an event performs it operations and after an event completes its operations. It can be executed synchronously or asynchronously from managed queue. With the help, can perform data validations; integrate with other legacy applications, auto number generations and writing complex business logic. We can write custom plugin in Microsoft .net 4.0 framework writing code in Microsoft C# or VB .net.
We can register the Plugin or custom workflow activity using Plugin Registration tool. It can be registered in online and offline mode [Microsoft Dynamics CRM for Outlook with offline access client]. However, registering custom workflow activities with Microsoft Dynamics CRM Online is not supported using the registration tool.
The Plug-in Registration tool is provided as a source code sample in the Tools folder of the Microsoft Dynamics CRM SDK download. Review the instructions provided in the Tools/Plugin Registration/Readme.docx file for more information about the tool and instructions on how to build the tool.
The Microsoft Dynamics CRM 2011 event processing subsystem executes plug-ins based on a message pipeline execution model. A user action or an SDK method call or other application results in a message being sent to the organization Web service contains business entity and core operation information. The message is passed through the event execution pipeline where it can be read or modified by the platform core operation and any registered plug-ins.
The below figure depicts the overall architecture of the Microsoft Dynamics CRM 2011 platform with respect to both synchronous and asynchronous event processing:
The plugins registered synchronously will be executed immediately whereas plugins registered asynchronous will be queued with asynchronous service and executed later. The event pipeline is divided into 5 stages are as follows:
Stage# Stage Stage Name Description
10 Pre Event Pre Validation – It execute before the main system operation.
– It may execute outside the database transaction.
– The pre-validation stage occurs prior to security checks being performed to verify the calling or logged on user has the correct permissions to perform the intended operation.
20 Pre Event Pre Operation – It execute before the main system operation.
– It could be executed in the database transaction.
30 Platform Core Operation Main Operation – This stage used for internal use only.
– It handles main operation such as create, update, delete etc.
– No custom plugins can be registered in this stage.
40 Post Event Post Operation – This Stage execute after the main operation.
– It could be executed in the database transaction
50 Post Event Post Operation [Deprecated] – This Stage execute after the main operation.
– This stage only supports Microsoft Dynamics CRM 4.0 plugins.
The Microsoft Dynamics CRM 2011 execution pipeline is organization specific. Server can host multiple organizations. There will be virtual pipeline for every organization. This means a plugin must be registered with each organization execution where it has to execute. We can register plugin in sandbox or outside sandbox. The difference if plugin registered within sandbox [known as partial trust] it will not have access to external endpoints other case if plugin registered outside the sandbox [known as full trust] it will support on-premise and Internet facing deployments. Whereas for online deployment plugin must be registered in sandbox only.

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Microsoft Dynamics CRM 2011 Beta Released :)

Posted by Nitin Dhawan on September 9, 2010

Microsoft Dynamics CRM 2011 has a many improvements. As, I have alreday shared many features in different posts on this blog. I will be highlighting all new excisting key feature with usability, advantages and disadvantages in next up comming days on my blog.So Get Ready for a new wonderfull journey with full flying colors.
Microsoft Dynamics CRM 2011 – Key Features
Key Features – Productive through improved navigational features.
– Tighter integration with Microsoft Office Excel and Outlook.
– Collaborative by using Microsoft SharePoint.
– Insightful by using public and private dashboards.
– Responsive through improved business process automation.
Navigational Feature Provides new functionality which enables users to more easily navigate throughout the application. For example, if a user were on a particular Account, they could navigate to a different account they owned from the form without having to leave the record and open a separate Account window.
In-record browsing Users can view their most recently viewed records and views.
-HELP- Users can get help easier. By using the Getting Started pane, users can now access tips on how to use a particular application feature or even watch a video on how to use that feature..
Personalization 2011 enables users to better use the application in relation to their job role or roles. With the help of
– Personal dashboards
– Personal default views
– Roles based forms..
Visualizations Users can evaluate data graphically by using charts and graphs available on any personal of public view. This functionality is also available on personalized and public dashboards.
Connections Users can link different records together i.e. connections can be made between any entities.
Recurring Activities Create recurring appointments which can be synced with 2011 Outlook client.
Goal Management Identify, create, and track progress against individual or business specific goals. Using this feature we can track sales, service and marketing goals.
Easier form customizations – Drag fields on the customization form.
– Add, move and delete navigation items to the left navigational area through the customization interface.
– Create custom attributes and relationships from the Microsoft Dynamics CRM customization form directly.
– Change attribute level properties directly from the customization form.
– Configure field level security and roll based forms i.e. Can be configured to have one interface for the sales team and one interface for the customer service team
Option Sets [Picklists] Option Sets can be used on one or more forms i.e. Can also create globally available JScripts which are made available to any entity within the Microsoft Dynamic CRM deployment.
Solution management – The solution provider can control which customizations are modifiable and which customization are not.
– This solution record can be separately imported or exported and managed separately from other Microsoft Dynamics CRM customizations.
– Manage third-party solutions or externally created customizations within their environment.
Current Tools Suport Tools such as:
– Visual Studio 2008/2010
– Microsoft SQL Server 2008
– Windows Azure.
Dialogs – Dialogs and Workflows are part of the “Process” functionality in Microsoft Dynamics CRM.
– Dialogs enable a user to use a “wizard-like” interface to answer questions.
Hardware and software requirements The Microsoft Dynamics CRM Server and Microsoft SQL Server 2008 on x64 operating systems and hardware.
Record ownership by teams Users can assign records and views to Microsoft Dynamics CRM Teams i.e. to control the access of a group of people to a particular record orview, the record or view can be assigned to a team and members can then be added to that team.
Record auditing – Users can view audit history for any particular record.
– customizers can configure the auditing for an entity or an attribute within that entity through the customization module.
Productivity Features – Personalizing Home page
– Tracking recently viewed records and modules
– Easier previewing of records
– “In record” browsing without needing multiple windows open.
– Microsoft® Excel® style views in Microsoft Dynamics CRM views
– Faster learning with Getting Started pane
Collaboration – Users and customizers will be able to incorporate and interact with already existing SharePoint sites and take advantage of the collaboration tools native to SharePoint.
– Can create record specific folders.
NOTE: This is achiveable in 4.0 through code and third party utilities. In 2011, Its a inbuilt functionality.
Analysis and Visualizations – Can create personal inline graphs and charts to better analyze and report on data as preferred.
– Users can now interact with views much like they can with Excel spreadsheets.
– Addition of custom column by column filtering and conditional formatting, users can access and view information as needed and provide a deeper level of insight.
Connections Users can make their own connections between any entities as in MSCRM 4.0 could make loosely coupled connections between Accounts, Contacts, and Opportunities.
Recurring Activities Users can now create recurring activities in Microsoft Dynamics CRM 2011. This functionality will resemble what a user would experience in Microsoft Outlook.
Goal Management Users can create goals for users or teams not just for sales numbers, but on almost any kind of metric.
Customization and Extensibility – Provides a robust default user experience for both the built-in and custom components configured for a solution.
– Default user experience can then be additionally customized for specific solution requirements by using the extensibility hooks.
– Many of these customizations can be performed by using the form and view editors and do not require code i.e. “layout on forms”, “columns on views” and “even sub grids to display related data inline on a form can all be created using Web-based editors and do not require code.
– JScript to handle form events.
– Web Resources can have many content types including HTML, images and SilverLight.
– Silverlight controls that are added to forms run inline and have full access to interact with the form.
– Navigation is a key part of the user experience guiding the user to the solution features by using intuitive paths.
Form Customization Improvement – Reusing global customizations such as JScripts, picklists, and other resources across multiple entities.
– Web Resources which lets organizations register, embed, and consume content such as images, HTML, Silverlight controls, JScripts, style sheets such as CSS and XSL files, and other various resources within Microsoft Dynamics CRM forms.
– Dragging attributes on to the form or to even move fields and sections easily from one location on the form to another.
– Filtered grids (views)
– Record modification auditing
– Field Level security
Customization Management Features Ability to group customizations by Solutions .
i.e customizers can import a specific solution and uninstall that solution without affecting existing customizations such as clientside script, picklist values, and form customizations.
Extensibility features Can extend through:
– Visual Studio
– Windows Workflow Foundation 4 on on-primise deployment.
– Windows Communication Foundation
– Inclusion of the REST Endpoint (Representational State Transfer)for AJAX
– Silverlight
– LINQ [.Net Language-Integrated Query for writing queries].
– Ability to interact with the Windows Azure Platform through coupling the Microsoft Dynamics CRM event execution pipeline to the AppFabric Service Bus in the cloud.
Processes: Dialogs and Workflows Processes include Workflows and Dialogs.
Dialogs Dialogs are synchronous processes and require user inputs to run until they are completed. When you run these processes, a wizard-like interface is presented to the user to make appropriate selections in the wizard pages based on requirements..

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Microsoft Dynamics CRM 4.0 Tools List

Posted by Nitin Dhawan on August 24, 2010

CRM Plugin Registration Tool PluginRegistration tool is enhanced version of the tool that is published with Microsoft Dynamics CRM 4.0 SDK.
Demonstration Tools The Microsoft Dynamics CRM 4.0 Demonstration Tools provide a simple user interface that allows you to easily enter and edit data to populate or modify your instance of Microsoft Dynamics CRM. It also allows you to load and store your data in XML format, so that you can reuse your data in the future.
Bulk Update and Export tool Microsoft Dynamics CRM 4.0 Bulk Update and Export tool makes it easier for people to update and/or export data from Microsoft Dynamics CRM 4.0. You won’t need to do everything manually. Let the computer do the work, you do the thinking. It’s developed in C# on the microsoft CRM SDK.
CRM Configuration Manager
Documentation Generator
Javascript Intellisense Generator
Form JavaScript Manager
Isv.config Manager
View Layout Replicator
Event Listener
View Layout Replicator
Sitemap & ISV.Config Editor aka CRM Xml Editor
Developers Tool
CRM Trace Log Viewer
Stunnware Tools
Internet Facing Deployment Configuration Tool
Configuration Data Utility
Deployment Job Editor
Customization Comparison Utility

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How to Shuffle users between the Organizations

Posted by Nitin Dhawan on July 21, 2010

Below are the steps to shuffle the users between the organizations with the same roles:
1 Create a mapping document which contains the following fields:
a. User Name
b. Current Business Unit Name
c. New Business Unit Name
d. User ID
2 Write a .net code
3 Retrieve all the users from the Mapping document.
4 For each user search user in the CRM.
5 Check if first user does not exists in the CRM then exit.
6 Else retrieve current user roles against the current business unit to which it is mapped.
7 Save user roles in an array.
8 Check if new business unit exist in the CRM, if not then exit.
9 Else get the business unit ID for the new business unit.
10 Assign user to the new business unit id
11 Check weather the role saved previously saved in an array exists against this new organization
12 Check weather the role saved previously saved in an array exists against this new organization
13 If roles doesn’t exists then exit.
14 Else get the role ids and assign them to the current user.

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Microsoft Dynamics CRM 4.0 and MapPoint Integration

Posted by Nitin Dhawan on July 16, 2010

Microsoft Provides MapPoint Web Service to enrich application with mapping functionality. It allows you to integrate maps, driving directions, order tracking and proximity searches into a wide range of solutions.

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Migration and Upgrade Microsoft Dynamics CRM 4.0 to 2011

Posted by Nitin Dhawan on July 16, 2010

Solution Management The concept is quite powerful as it allows components to be layered on to the base system but also on top of other solutions (i.e. when there are inter-dependencies). It also provides a way to protect the intellectual property of the components in your solution and includes change management and versioning.
Plug-In Transaction Support In CRM 4.0 you could register a plug-in to run either before (pre-event) or after (post-event) the CRM platform operation. However, you were not able to run as part of the transaction itself, so you had to write your own compensation logic in the event the CRM platform operation failed. CRM 5.0 addresses this limitation, and you can now choose to register you plug-in as part of the platform operation. The CRM 5.0 plug-in registration tool has been modified to support this.
Automatic Plug-In Profiling CRM 5.0 will keep track of how a plug-in is executing, what resources it consumes, if it is causing unexpected exceptions and whether or not it is violating security constraints. If a particular plug-in fails a number of times it is automatically disabled from executing, helping to maintain system integrity.
ADO.Net Data Services and .Net RIA services support Enables an easier data access for web applications, AJAX and Silverlight
Workflow Up gradation
Workflows in CRM 4.0 will be migrated automatically to CRM 5.0 as part of the upgrade process.
Running workflow instances in CRM 4.0 will resume at the point they were stopped once the upgrade process has completed.
Custom workflow activities written for CRM 4.0 will continue to run in CRM 5.0 after migration, and will be wrapped by the new WF interop activity.
Also can replace Plug Ins by Workflow since workflows provides Pre and Post Image as wells as Input and Output parameter in Workflow Context.
Claims based Authentication and Federation CRM 5.0 will enable us to integrate transparently authentication with other applications either On-Premise or on the Cloud.
Unstructured Relationships CRM 5.0 allows you to define ad-hoc relationships between any two entities.
Team Ownership Entities in CRM 4.0 were either User Owned or Organization Owned. Now Team Owned entities are added in CRM5, and integrated into the role-based security model.
Native SharePoint Integration Integration with Windows SharePoint Services for document management, which includes site and document library provisioning, document metadata, item security, and check-in/check-out capabilities.
User friendly analytical tool which includes new dashboards.
Tighter integration with Outlook

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Release dates for Microsoft Dynamics CRM 2011

Posted by Nitin Dhawan on July 16, 2010

Microsoft is gearing up to provide early adopters with the Beta development milestone of the next iteration of Dynamics CRM in just a couple of months. At the Microsoft Worldwide Partner Conference 2010, the Redmond company demonstrated the new capabilities that are in stored for the evolution of its next-generation customer relationship management (CRM) solution. According to the software giant, customers will get to try the Beta of Microsoft Dynamics CRM 2011 in September 2010.
Microsoft Dynamics CRM 2011 Beta Drops in September 2010
Microsoft Demonstrates Next-Generation CRM Release at Worldwide Partner Conference

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Protected: Microsoft Dynamics CRM Interview Questions

Posted by Nitin Dhawan on July 12, 2010

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Microsoft Dynamics CRM 4.0 webinars

Posted by Nitin Dhawan on July 3, 2010

Introduction to Microsoft Dynamics CRM
Microsoft Dynamics CRM 4.0 Overview
Microsoft Dynamics CRM 4.0 Deep Dive
Microsoft Dynamics CRM 4.0 Custom Development
Microsoft Dynamics CRM 4.0 as a Platform
Microsoft Dynamics CRM 4.0 Workflows
Download 1
Download 2
Microsoft Dynamics CRM 4.0 Reporting
Microsoft Dynamics CRM 4.0 Report Wizard
Microsoft Dynamics CRM 4.0 Installation
Microsoft Dynamics CRM 4.0 Multi-Currency
Download 1
Download 2
Microsoft Dynamics CRM 4.0 Multi-Language
Microsoft Dynamics CRM 4.0 Data Migration Manager
Microsoft Dynamics CRM 4.0 Office Communication Server
Microsoft Dynamics CRM 4.0 Advanced Find
Microsoft Dynamics CRM 4.0 Import Data Wizard
Microsoft Dynamics CRM 4.0 Duplicate Detection
Microsoft Dynamics CRM 4.0 Security
Microsoft Dynamics CRM 4.0 Multitenancy
Microsoft Dynamics CRM 4.0
Microsoft Dynamics CRM 4.0
Microsoft Dynamics CRM 4.0

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