Implementing and Registering Dataverse Plugins: Create Message End-to-End Guide

Implementing and Registering Dataverse Plugins: Create Message End-to-End Guide

Server-side logic in Dataverse runs when specific events occur. Plugins let you inject custom behavior during these events. This section covers how to compile plugin code, register it, connect it to a trigger, and validate its execution.

Compile the Plugin Assembly

Your plugin must be compiled into a DLL before Dataverse can run it. In Visual Studio, use Rebuild on your project. After a successful build, open the project’s output folder and locate the DLL inside bin\Debug. 

// Example: Locate compiled plugin DLL
ProjectFolder\bin\Debug\YourPluginAssembly.dll

Connect to Dataverse Environment

Use the Plugin Registration Tool inside XrmToolBox. Launch the Connection Wizard, enter your organization URL, and authenticate. Set a highlight color for the environment to avoid deploying to the wrong system. Register the new assembly by selecting the compiled DLL.

Register the Plugin Step

Registering the step tells Dataverse when to run your code. For a Create event on the account table, set:

  • Message: Create
  • Primary Entity: account
  • Execution Stage: Pre-Operation

Test and Debug with Exceptions

Controlled exceptions help verify execution flow. Throw InvalidPluginExecutionException at key points to force Dataverse to show the message. This confirms whether specific logic paths are reached. After adjustments, rebuild and update the assembly in the registration tool.

Final Verification

Create a new record in Dataverse and observe the behavior. If your plugin logic runs as expected, registration and execution are correct. Validating behavior confirms that your assembly and step configuration are working.

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