02 February 2011

CRM - Register and use a plugin

To register and use a plugin in CRM (2011 online), you best use the Plugin Registration Tool provided in the CRM SDK:
  • I not yet: download and install Windows Identity Foundation,
  • Build the Plugin Registration Tool source code.

Register the plugin via the tool:
  • Add a connection to the CRM server,
  • Register > Register New Assembly, and select which plugins,
  • Choose 'Sandbox' and 'Database', and click 'Register'.

To use the plugin via the tool:
  • Register > Register New Step
  • 'Message': the event on which to run,
  • 'Primary Entity': the entity on which that event occurs,
  • Select when to run relative to the event itself,
  • Click 'Register New Step'.

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