Walkthrough: Register an Azure-aware plug-in using the Plug-in Registration Tool

This walkthrough demonstrates how to register a service endpoint step using the Plug-in Registration Tool. Once configured, Dynamics 365 for Customer Engagement Customer Engagement can post the execution context of the current operation to a Azure solution endpoint. For this walkthrough, the step is registered to post the execution context of the CreateRequest message for an Account entity to the Azure Service Bus.

The following prerequisites must be completed before you start this walkthrough:

Steps

This walkthrough contains the following steps:

  1. Connect to the Dynamics 365 for Customer Engagement server

  2. Register a service endpoint step for an event

  3. Test the endpoint registration

Connect to the Dynamics 365 for Customer Engagement server

Follow the steps below to connect to the Dynamics 365 for Customer Engagement server using the Plug-in Registration tool.

  1. Run the Plug-in Registration tool.

  2. Click Create New Connection.

  3. In the Login dialog box, select the deployment type radio button corresponding to the Dynamics 365 for Customer Engagement server you intend to register a service endpoint with. The On-premises radio button includes an IFD deployment and the Office 365 button is for the Microsoft Online Services provider of Dynamics 365 for Customer Engagement.

    Login form for an online deployment
    Login form for an online deployment
    Login window for an on-premises deployment
    Login form for an on-premises deployment
  4. If you check Display list of available organizations, you are presented with a list of organizations that you belong to after you click Login. This enables you to choose the organization that you want to register the service endpoint with. Otherwise, your default organization is used.

  5. Enter the indicated information about the server and login account, and then click Login.

Register a service endpoint step for an event

Follow the steps below to register a step for an event on the service endpoint.

  1. Select an existing service endpoint in the tab of the tab of the target organization.

  2. Navigate to the Register menu and click Register New Step.

  3. Fill out the Register New Step dialog box for an account create event as shown in the following figure.

    Creating a service endpoint step

  4. Click Register New Step.

    Dynamics 365 for Customer Engagement will now post the current message containing the execution context to the service bus whenever an account is created. The post is performed asynchronously and is not executed immediately.

Test the endpoint registration

After you register the endpoint you can test it. A listener must be running or a queue available on the target endpoint for the service bus post from the plug-in to happen.

  1. Open the Dynamics 365 for Customer Engagement web application for the same organization that you registered the service endpoint under.

  2. Click the Create button Create button, and then click Account.

  3. Enter an account name, for example Adventure Works Cycle, into the Account Name field, and then click Save.

  4. Wait about 10 minutes for the Azure Service Bus post to occur.

  5. Click Settings > System Jobs.

  6. Open the system job that has the same name that you specified for your service endpoint. Check the status to see if the post was successful, is waiting, or failed.

    You can now unregister the endpoint, if so desired, by selecting it in the tool’s tree view and click Unregister.

See also

Azure Extensions for Dynamics 365 for Customer Engagement apps
Introduction to Microsoft Azure Integration with Dynamics 365 for Customer Engagement apps