Registering and Deploying Plug-ins

Registering and deploying plug-ins can be done using the plug-in registration tool. The tool is available in Dynamics 365 SDK. Here’s how to do it:

1. Connect to your organization.

Deploying CRM Plug-ins

If you have access to multiple organizations on the server, choose the one to connect to.

2. Register a new assembly.

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3. Browse the assembly file, select Isolation Mode and specify where the assembly is stored.

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4. Next, you’ll need to select the registered assembly. It can contain multiple plug-ins. Select the plugin you are adding steps to, and register one or more steps.

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5. Fill in the following information for the steps:

  • Message
  • Entity
  • Filtering Attributes if applicable. In above example, the plugin will only trigger for statecode or salesstagecode updates. Selecting the attributes will prevent a plugin triggering accidentally or needlessly when an unrelated field is updated.
  • Event Pipeline
  • Execution Mode

6. Fill in the Unsecure Configuration/Secure Configuration sections.These sections can be used to pass configuration information to the plug-in, such as user credentials or URLs. The difference between secure and unsecured configuration is as follows:

  • Secure Configuration does not move with solutions. It has to be re-configured for each environment.
  • Secure Configuration can be viewed only by administrators.

7. If applicable, select the step and register an image. Choose whether it’s a Pre-Image or Post Image.

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You’ll also need to select attributes that you would like to be contained within the image.

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8. After the plug-in and the steps have been registered, they can now be included in solutions and deployed with unmanaged or managed solutions.