- December 28, 2015
- Posted by: Scaleable Solutions
- Category: C#, Dynamics CRM
Here are some practices which developers can adopt to write efficient Dynamics CRM Plugin.
1.Entity Check
Always check if the plugin is fired from your target entity e.g if you want your plugin to be executed from the Account Entity you can specify following check to ensure that.
2.Write Plugins that execute Faster
Performance is the key factor when dealing with Microsoft Dynamics CRM plugins, so always write plugins that works efficiently and don’t take much time to perform their intended task. Data retrieval is the key factor that determine the execution time of Dynamics CRM Plugin.
When using service.Retrieve or service.RetrieveMultiple, always retrieve the minimum amount of data your plugin needs. You can achieve by specifying column set.Only specify those column which you need. Do not retrieve all columns of entity.
3.Exception Handling
Always use try catch block in your plugin code for handling the exceptions.
4.Filtering Attributes
Filtering attributes in Plugin registration tool tell us the attributes which trigger the plugin. So selecting all attributes is not advisable because it will execute your plugin even if you don’t need it.
So only select filtering attributes that trigger your plugin.
5.Update Same Entity at Pre Update
If you want to make changes in the same entity then best practice is to register your plugin at Pre–Update/Pre Create instead of using Service.Update.
6.Use Images instead of Retrieve
Use Images ( Pre or Post) instead of retrieve where applicable, it will make plugin execution faster as retrieving record from server takes time.
7.Parameters In Images
When dealing with images in plugins do not pass all attributes as parameters in images, select those parameters only which you want to use in your plugin.
8.User’s Context
Any business logic executed within a plug-in, including Web service method calls and data retrieval, is governed by the security privileges of User on behalf of which the plugin is executed so when dealing with complex queries in Microsoft Dynamics CRM Plugins where you have to retrieve data from different entities if you select “Run in User’s Context” as calling User it may result in exception if calling user doesn’t have enough security privileges to access those entities or records.
So to resolve this issue Impersonation is used to execute Plugins on behalf of a Microsoft Dynamics CRM system user to provide desired feature or service for that user with all security privileges.
9. Debugging in Dynamics CRM Plugin
Use tracing in Dynamics CRM plugin for debugging purposes.
After the Spring Update 1 of CRM 2015 you can write and check these trace logs in Plugin Tracing Logs.
For using this feature you have to enable Plugin Tracing Logs in your organization.
To enable Plugin tracing logs follow the following steps.
- Select Settings and under the System menu, Select Administration.
- On Administration page click on System Settings and navigate to Customization tab.
- Change “Enable logging to plug-in tracing log” to All or Exception.
To open Plugin Tracing Logs select Settings and under the Customization menu, select Plug-In Trace Logs.
The Dynamics CRM 2016 SDK contains a plugin sample. The code is located here: SDKSampleCodeCSPlug-insAccountNumberPlugin.cs
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I’m going to go through step by step how to create this plugin and upload it to Dynamics CRM, then how to debug the plugin. In the example I will connect to a Dynamics CRM 2016 Online instance.
Firstly, open and build the sample plugin solution in Visual Studio:
Next, open the plugin registration tool. This is located here: SDKToolsPluginRegistration. Double click the PluginRegistration.exe file:
Next, click Create New Connection enter credentials to connect to your CRM instance. Below I am connecting to CRM Online. Click Login:
You should now see a list of plugins registered in your CRM instance:
Click Register->Register a new Assembly:
Browse out to the sample assembly created above.
This will display the plugins to register. Click Register Selected Plugins:
You should see something like this if successful:
The plugin now appears in the list:
Next, register a step. Select the plugin, right-click and select “Register New Step”:
Select the message as “Create”, the entity as “Account”, and the Event Pipeline Stage of Execution as “Pre-Operation”. Click Register New Step:
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In CRM, create a new account record:
View results – Account Number has been populated:
To debug the plugin, first select Install Profiler:
Once installed select the plugin profiler and click Profile Workflow:
Select the step and click Start Profiling:
Enter a new account and save:
On saving, you will see the following message:
Click Download Log File.
Select to Stop Profiling:
Dynamics Crm Plugin Example
Back in Visual Studio, put a breakpoint in the plugin code that will be stepped through:
Then select Debug->Attach to Process:
Select PluginRegistrationTool.exe:
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In the Plugin Registration Tool then select “Replay Plugin Execution”:
Select the downloaded log text file as the Profile and then the SamplePlugins.dll assembly file:
Visual Studio debugging will open to the set breakpoint:
That’s it! You can use this process to create and debug Microsoft CRM plugins.
ABOUT CARL DE SOUZACarl de Souza is a developer and architect focusing on Microsoft Dynamics 365, BI, Web, Cloud and Data Science.
Dynamics Crm Plugin Development Manager
carldesouza.com | LinkedIn | Twitter | YouTubeMs Dynamics Crm Plugin Example
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