What is MS DYNAMICS 365 CE
Among the many business programmes that are intended to manage client connections is Microsoft Dynamics 365 client Engagement (CE). On a single platform, it integrates a number of modules, including project service automation, field service, customer support, sales, and marketing.
Businesses may improve efficiency, personalize customer experiences across all touchpoints, and streamline operations with the help of Dynamics 365 CE. Strong features for marketing campaigns, field service management, customer support, sales automation, and other areas enable companies to grow and adapt in the cutthroat market of today.
Steps to REGISTER PLUGIN IN MS DYNAMICS 365 CE
After creating the DLL, the next step is to register it in Microsoft Dynamics 365 Customer Engagement (CE) using the Plugin Registration Tool. You can find the Registration Tool at the following path: <Plugin>\packages\Microsoft.CrmSdk.XrmTooling.PluginRegistrationTool.9.1.0.1\tools
This tool is essential for seamlessly managing the deployment and configuration of plugins within your Dynamics 365 CE environment.
Step 1:
Run registration tool > Click new connection > Enter Credentials
Step 2:
Click register to register the dll > Register New Assembly
Step 3:
Browse to plugin dll > keep setting steps as default > Register plugin
In some cases the register button is not visible. In this case you have to tap, tab for 6 times.
Step 4:
Select the register assembly > Register new step > Refer Screenshot
After registering the step using the Plugin Registration Tool, validate the plugin by triggering the associated event in your Dynamics 365 CE environment. Monitor the execution logs to ensure the plugin performs as expected, executing the defined business logic seamlessly. This validation step confirms that your plugin integrates smoothly with Dynamics 365 CE, enhancing CRM functionality effectively.
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