Task

• Lead can be import by Excel file and make sure the topic always uppercase after lead imported

Coding

1. Create a blank solution Paz.LuckeyMonkey
2. Add New Project 10. C# Shared Project to solution Paz.LuckeyMonkey
   • PL.DynamicsCrm.DevKit created shared project name: Paz.LuckeyMonkey.Shared with the following folders, files
     • Entities
     • Lib
       • Date.cs
       • EntityBase.cs
       • Extension.cs
       • PluginCore.cs
       • SimpleJson.cs
3. Add New Project 03. C# Plugin Project to solution.
   • A popup form Add new Plugin Project opened
   • Click button >< to create/select a Dynamics 365 connection
   • After connected PL.DynamicsCrm.DevKit loaded all entities and bind to dropdown Project Name
   • Select Lead in the Project Name
   • Select 9.0.2.4 in the Crm Version PL.DynamicsCrm.DevKit get all Microsoft.CrmSdk.CoreAssemblies version from NuGet
   • Select 4.5.2 in the .Net version
   • Click OK
   • PL.DynamicsCrm.DevKit created plugin project name: Paz.LuckeyMonkey.Plugin.Lead
4. Rebuild solution to restore NuGet packages
5. Add New Item 02. C# Plugin Class to Paz.LuckeyMonkey.Plugin.Lead project
   • A popup form opened
   • Click button >< to create/select a Dynamics 365 connection
   • PL.DynamicsCrm.DevKit load all messages plugin for entity Lead and bind to dropdown Message
   • Select Message: Create - Stage: PreOperation. (It automatic selected Synchronous Execution and not allow you change)
   • Click OK
   • PL.DynamicsCrm.DevKit created plugin class: PreLeadCreateSynchronous
6. Open Windows Explorer, go to current solution folder, then goto packages\tools\PL.DynamicsCrm.DevKit.Cli.[version] folder. Copy file: PL.DynamicsCrm.DevKit.Cli.json to solution root folder
7. Check solution root folder and you see 2 files: PL.DynamicsCrm.DevKit.json and PL.DynamicsCrm.DevKit.Cli.json
8. Open file PL.DynamicsCrm.DevKit.Cli.json by Notepad and edit these information in section: plugins.profile = "DEBUG"
   • plugins.solution = "LuckeyMonkey"
   • plugins.includefiles = "Paz.LuckeyMonkey.*.dll"
9. Rebuild solution then right-click on deploy.bat of project Paz.LuckeyMonkey.Plugin.Lead then select Execute file and waiting PL.DynamicsCrm.DevKit.Cli deploy to Dynamics 365
10. Open Plugin Registration Tool and verify plugin deployed
11. Open Dynamics 365 solution LuckeyMonkey and verify plugin Paz.LuckeyMonkey.Plugin.Lead added to Plug-in Assemblies node, step Paz.LuckeyMonkey.Plugin.Lead.PreLeadCreateSynchronous added to Sdk Message Processing Steps node
12. Add New Item 01. C# Late Bound Class to Entities folder of Paz.LuckeyMonkey.Shared project.
    • A popup form opened
    • Click button >< to create/select a Dynamics 365 connection
    • After connected PL.DynamicsCrm.DevKit load all entities and bind to dropdown Class
    • Select Lead in the Class
    • Click OK and waiting, 2 files generated
      • Lead.cs you can edit/update your code here because it is a partial class.
      • Lead.generated.cs DON'T changes this file, it will be lost when you re-generate Lead entity
13. Back to class: PreLeadCreateSynchronous and edit code like bellow

private void ExecutePlugin(IPluginExecutionContext context, IOrganizationServiceFactory serviceFactory, IOrganizationService service, ITracingService tracing)
{
    //var target = (???)context.InputParameters["Target"];
    //var preEntity = (Entity)context.PreEntityImages["PreImage"];
    //var postEntity = (Entity)context.PreEntityImages["PostImage"];
    //YOUR PLUGIN-CODE GO HERE
    LeadSubjectAlwaysUppercase(context, service, tracing);            
}

private void LeadSubjectAlwaysUppercase(IPluginExecutionContext context, IOrganizationService service, ITracingService tracing)
{
    Debugger.Trace(tracing, "BEGIN LeadSubjectAlwaysUppercase");

    var target = (Entity)context.InputParameters["Target"];
    var lead = new Shared.Entities.Lead(target);
    if (lead.Subject != null)
    {
        lead.Subject = lead.Subject.ToUpper();
    }

    Debugger.Trace(tracing, "END LeadSubjectAlwaysUppercase");
}

Note You can replace Target with InputParameters that PL.DynamicsCrm.DevKit created comment above to get an other InputParameters

14. Run deploy.bat again to deploy new code to your Dynamics 365
15. Go to Dynamics 365, do an import Lead to check topic always uppercase after lead imported
16. Check-in all files to your source control
17. You finished this tutorial

Summary

This tutorial, you know howto

• Add 10. C# Shared Project
• Add 03. C# Plugin Project
• Add 01. C# Late Bound Class
• Add 02. C# Plugin Class
• Config PL.DynamicsCrm.DevKit.Cli.json for Plugins