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  1. Microsoft Dynamics 365 starting PDF -
    https://crmbook.powerobjects.com

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  2. Microsoft Dynamics field API Name is Case-Sensitive.

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  3. Managed Solutions Importing -
    If you are not overwriting the customizations while importing the package html and javaScript changes won’t be loaded.

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  4. For free MSD Account -
    https://trials.dynamics.com/

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  5. After sign up to login visit -
    https://portal.office.com

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    Replies
    1. Open below url to login -
      portal.office.com/adminportal/home

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  6. Once you login in to the above website, register for 30 days trial of Dynamics 365

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  7. Once you register in the above website bookmark the url to login going forward.

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  8. Download Visual studio Community -
    https://visualstudio.microsoft.com/vs/community/

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  9. Before creating the solution we should create Customization > Publishers --> Which is the company information responsible of managing the package.

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  10. Go to Settings > Solutions > Create a solution by populating publisher and the version.

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  11. Add existing to add the existing entities and elements.

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  12. For the supported events -
    https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/supported-messages-entities-plugin

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  13. Visual Studio > New Project > Visual C# > Class Library (.NET Framework) > Give the Name of the project and also provide Solution. > Target Framwork should be .Net Framework 4.5.2

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  14. Tools > Manage Nuget Packages for solution > Search for Dynamics 365 and select Microsoft.crm.CoreAssemblies and Microsoft.crmSdk.XrmTooling.PluginRegistrationTool and install

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  15. on right > References and add In folder > Solution's > library >microsoft.xrm.sdk.dll

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  16. In C# to inherit interface we use :

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  17. Use the below template code -
    https://github.com/satishreddyv/MyCRM/blob/master/MyPlugins/PluginTemplate.cs

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  18. Add System.ServiceModel for the References

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  19. Platform only pass entity attributes if there is a change, always we need to check if the attribute available in the collection.

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  20. To register a class in new Assembly, the class should be public.

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  21. Plugin Registration: Message Retrieve is responsible to invoke the class on opening the record.

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  22. To see the meta data of the org (After Registering a step you can see this) -
    https://mydev.crm.dynamics.com/api/data/v9.1/$metadata

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  23. API URL format -
    https://mydev.crm.dynamics.com/api/data/v9.1/zyme_incentivepaymentheaders(4CD2E071-3U73-AW11-J811-000D3A4F62E7)/Microsoft.Dynamics.CRM.my_CustomAction

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  24. To open the web resource with the parameters -
    ===
    var myId = parent.Xrm.Page.getAttribute("new_id").getValue();
    var webResource = "new_/Dialogs/MyHtml.html";
    var customParameters = encodeURIComponent("myId=" + myId);
    Xrm.Utility.openWebResource(webResource, customParameters);

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  25. How to retrieve them within webpage
    ===

    var entityId = getUrlVars()["entityId"];
    var entityName = getUrlVars()["entitytypename"];



    // Read a page's GET URL variables and return them as an associative array.
    function getUrlVars()
    {
    var vars = [], hash;
    var hashes = unescape(window.location.search.replace('?', ''));
    hashes = hashes.replace('Data=', '').replace('data=', '').split(',');
    for (var i = 0; i < hashes.length; i++)
    {
    hash = hashes[i].split('=');
    vars.push(hash[0]);
    vars[hash[0]] = hash[1];
    }
    return vars;
    }
    Reference -
    https://vjcity.blogspot.com/2019/05/how-to-pass-and-retrieve-custom-data-to.html

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  26. Entity API Name: new_Tests
    Note: To query we should use the plural form, if the entity is alread ends with 's', we should as 'es'. For the above entity, It should be new_Testses.

    Query on a custom entity -
    https://my.crm.dynamics.com/api/data/v9.1/new_Testses?$select=new_name&$top=1

    Reference:
    https://community.dynamics.com/365/f/dynamics-365-general-forum/378416/resource-not-found-for-the-segment-error-getting-custom-entity-from-common-data-service-web-api

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  27. https://mydev.crm.dynamics.com/api/data/v9.1/new_payments?$select=new_tid&$top=10&$filter=new_id eq '34335355' and new_tid eq '443434'

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  28. Data Bind: Using ! for the boolean -
    https://stackoverflow.com/questions/10114472/is-it-possible-to-data-bind-visible-to-the-negation-of-a-boolean-viewmodel

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  29. To hide or show the section in MSD.

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    Replies
    1. var tab=Xrm.Page.ui.tabs.get(TabName);
      var section = tab.sections.get(SectionName);
      section.setVisible(true); // To show section

      Reference: https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/156616/show-hide-sections-based-on-drop-down-value

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