Sample: Create a basic plug-in

This sample shows how to write a simple plug-in that creates a follow-up activity.

SDK for .NET: Create a basic plug-in sample code

How to run this sample

1. Download or clone the Samples repo so that you have a local copy. Find this sample under PowerApps-Samples-master\dataverse\orgsvc\C#\FollowupPlugin.
2. Open the sample solution in Visual Studio, go to the project's properties, and check that the assembly is signed during the build. Press F6 to build the sample's assembly (FollowupPlugin.dll).
3. Run the Plug-in Registration tool and register the sample's assembly in the D365 server's sandbox and database. When you register a step, specify the Create message, account table, and asynchronous mode.
4. Using the D365 app, perform the appropriate operation to invoke the message and table request that you registered the plug-in on (create an account).
5. After the plug-in runs, you see a new trace log entry FollowupPlugin: Successfully created the task activity and a new activity with the subject Send e-mail to the new customer. that is scheduled to activate in 7 days.
6. When you're done testing, unregister the assembly and step.

What this sample does

When executed upon creation of an account, the plug-in creates an activity to remind the user to follow-up with the account customer in 7 days.

How this sample works

To simulate the scenario described in What this sample does, the sample does the following:

Demonstrate

1. How to create a task activity and schedule it for a future date.
2. How to use the tracing service to log run-time information.
3. How to catch exceptions from the web service and process them.

See also

Write a plug-in
Register a plug-in