Showing posts with label Plug-ins. Show all posts
Showing posts with label Plug-ins. Show all posts

Thursday, April 23, 2009

Opportunity Close in Plug-ins

I was working with a plug-in that needed to be fired when an opportunity is won. It took me a while to figure out what messages to register the plug-in with. I tried Update, SetState, SetStateDynamicEntity and could not get it working. Finally I got it working by using the 'Win' & 'Lose' messages.

Sunday, April 19, 2009

Developing Plug-ins

Plug-Ins. I recently had to develop my first plugin and to say the least it was an experience. After ploughing through numerous blogs and documentation I finally got it working. Here are some tips if you are starting out to develop plug-ins.
  1. Ensure you have the latest copies of the SDK dlls. If not you could run into earlier sdk bugs.
  2. Ensure tht you have the latest update rolloups. My plug-in was throwing http 401 errors until I installed the latest rollups.

  3. Use dynamic entities instead of the web service references. It is a little harder to understand and get working but will payoff in the long run.

  4. Learn to debug plug-ins and how to find the detailed error messages. You will need it.

  5. Understand the entity-message mapping.

  6. Download the Microsoft CRM Developer toolkit.

  7. Download the latest Plug-in registration tool.

I hope the above helps.