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Dataverse Useful Plugins

This repository contains a collection of useful plugins for Microsoft Dataverse, tailored to address common development challenges and extend Dataverse functionality with custom business logic. Each plugin is built with robust practices and optimized for performance in Dataverse environments.

πŸš€ Technology Stack

  • Language: C#
  • Framework: .NET Framework (typically targeting 4.x versions compatible with Dataverse)
  • Dataverse SDK: Microsoft Dataverse SDK for plugin development
  • Development Tools: Visual Studio, Plugin Registration Tool (XrmToolBox optional)

πŸ“ Repository Structure

DataverseUsefulPlugins/
β”‚
β”œβ”€β”€ src/                # Source code for plugins
β”‚   β”œβ”€β”€ PluginName1/
β”‚   β”œβ”€β”€ PluginName2/
β”‚   └── SharedLibrary/  # Shared utilities, constants, or helper functions
β”‚
β”œβ”€β”€ tests/              # Unit tests for plugins
β”‚
β”œβ”€β”€ docs/               # Documentation, usage guides, and technical details
β”‚
β”œβ”€β”€ PluginRegistration/ # Sample JSONs or scripts for Plugin Registration Tool
β”‚
β”œβ”€β”€ LICENSE             # License file
β”œβ”€β”€ README.md           # Repository overview
└── CONTRIBUTING.md     # Contribution guidelines (if public repo)

πŸ”§ Prerequisites

  • Microsoft Dataverse Environment: A valid environment to register and test plugins.
  • Plugin Registration Tool: To register your plugin assemblies and steps.
  • Visual Studio: For building and debugging the plugin code.
  • NuGet Packages:
    • Microsoft.CrmSdk.CoreAssemblies
    • Microsoft.CrmSdk.XrmTooling.CoreAssembly

πŸ› οΈ How to Use

  1. Clone the Repository:

    git clone https://github.com/DynamicSadFun/DataverseUsefulPlugins.git
  2. Build the Solution: Open the solution in Visual Studio, restore NuGet packages, and build the project to generate the plugin assembly.

  3. Register the Plugin:

    • Use the Plugin Registration Tool to register the plugin assembly in your Dataverse environment.
    • Create steps with appropriate triggers (e.g., Pre-Operation, Post-Operation) on target entities and messages.
  4. Deploy:

    • Import the plugin assembly into your target Dataverse environment.
    • Test the plugin to ensure functionality.

🌟 Plugin Highlights

Each plugin in this repository is crafted to solve specific use cases:

  1. PluginName1:
    Description: Implements logic to validate entity fields before the record is created.
    Usage: Pre-Operation plugin for the Create message.

  2. PluginName2:
    Description: Automatically populates a related field when a record is updated.
    Usage: Post-Operation plugin for the Update message.

  3. SharedLibrary:
    Description: Contains reusable helper methods and constants for Dataverse operations.

πŸ“– Documentation

  • Detailed Instructions: Available in the /docs folder.
  • Configuration Files: Samples for plugin steps and secure configuration are in /PluginRegistration.

πŸ›‘οΈ License

This project is licensed under the MIT License. See the LICENSE file for details.

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