Tutorial 7

Task

• Qualify lead don't create Opportunity, create Account and move to Account page after success qualified

Prerequisites

• Finish Tutorial 1: Plugin
• Finish Tutorial 2: Unit Test Plugin
• Finish Tutorial 3: WebResource
• Finish Tutorial 4: Unit Test WebResource
• Finish Tutorial 5: Custom Workflow
• Finish Tutorial 6: WebApiClient

Coding

1. Goto Dynamics 365, create a Custom Action then Activated with these information bellow

• Process Name: Ajax
• Unique Name: paz_Ajaz
• Entity: None (global)
• Arguments
  • Name: function, Type: String, Required: Required, Direction: Input
  • Name: jsonInput, Type: String, Required: Optional, Direction: Input
  • Name: jsonOutput, Type: String, Required: Required, Direction: Output

1. Add New Project 02. C# Custom Action Project to solution.
   • A popup form Add new Custom Action Project opened
   • Click button >< to create/select a Dynamics 365 connection
   • Keep the text box Project Name empty
   • 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 workflow project name: Paz.LuckeyMonkey.CustomAction
2. Rebuild solution to restore NuGet packages
3. Add New Item 04. C# Custom Action Class to Paz.LuckeyMonkey.CustomAction project
   • A popup form opened
   • Click button >< to create/select a Dynamics 365 connection
   • After connected PL.DynamicsCrm.DevKit loaded all entities and bind to dropdown Message
   • Select paz_Ajax
   • Click OK
   • PL.DynamicsCrm.DevKit created custom action class: PostNonepaz_AjaxSynchronous