Tutorial: Update a plug-in

This tutorial is the third in a series that will show you how to work with plug-ins.

For detailed explanation of supporting concepts and technical details see:


This tutorial will describe additional common things you will do with plug-ins. In this tutorial you will:

  • Update a plug-in assembly
  • Create and register a synchronous plug-in
  • Use configuration data in the plug-in
  • Throw an error to show to the user
  • Configure and use a pre-entity image in your code
  • Unregister and assembly, a plug-in, or a step

The goal of this tutorial is:

  • Create a synchronous plug-in registered on the pre-validation stage of the Update message of the account entity.
  • The plug-in will evaluate a set of string values set in using the configuration data when the plug-in is registered.
  • If the name of the account is changed to one of these values and the previous value didn’t contain the new name, cancel the operation and send an error message back to the user.



Because many basic steps were described in detail in Tutorial: Write and register a plug-in, the same level of detail is not included for the same steps in this tutorial.

Create a new plug-in class

  1. In Visual Studio, add a new class to the BasicPlugin project named ValidateAccountName.cs
  2. Add the following code to the class and re-build the assembly.
using Microsoft.Xrm.Sdk;
using System;
using System.Collections.Generic;
using System.Linq;

namespace BasicPlugin
  public class ValidateAccountName : IPlugin
    //Invalid names from unsecure configuration
    private List<string> invalidNames = new List<string>();

    // Constructor to capture the unsecure configuration
    public ValidateAccountName(string unsecure)
      // Parse the configuration data and set invalidNames
      if (!string.IsNullOrWhiteSpace(unsecure))
        unsecure.Split(',').ToList().ForEach(s =>
    public void Execute(IServiceProvider serviceProvider)

      // Obtain the tracing service
      ITracingService tracingService =

        // Obtain the execution context from the service provider.  
        IPluginExecutionContext context = (IPluginExecutionContext)

        // Verify all the requirements for the step registration
        if (context.InputParameters.Contains("Target") && //Is a message with Target
            context.InputParameters["Target"] is Entity && //Target is an entity
            ((Entity)context.InputParameters["Target"]).LogicalName.Equals("account") && //Target is an account
            ((Entity)context.InputParameters["Target"])["name"] != null && //account name is passed
            context.MessageName.Equals("Update") && //Message is Update
            context.PreEntityImages["a"] != null && //PreEntityImage with alias 'a' included with step
            context.PreEntityImages["a"]["name"] != null) //account name included with PreEntityImage with step
          // Obtain the target entity from the input parameters.  
          var entity = (Entity)context.InputParameters["Target"];
          var newAccountName = (string)entity["name"];
          var oldAccountName = (string)context.PreEntityImages["a"]["name"];

          if (invalidNames.Count > 0)
            tracingService.Trace("ValidateAccountName: Testing for {0} invalid names:", invalidNames.Count);

            if (invalidNames.Contains(newAccountName.ToLower().Trim()))
              tracingService.Trace("ValidateAccountName: new name '{0}' found in invalid names.", newAccountName);

              // Test whether the old name contained the new name
              if (!oldAccountName.ToLower().Contains(newAccountName.ToLower().Trim()))
                tracingService.Trace("ValidateAccountName: new name '{0}' not found in '{1}'.", newAccountName, oldAccountName);

                string message = string.Format("You can't change the name of this account from '{0}' to '{1}'.", oldAccountName, newAccountName);

                throw new InvalidPluginExecutionException(message);

              tracingService.Trace("ValidateAccountName: new name '{0}' found in old name '{1}'.", newAccountName, oldAccountName);

            tracingService.Trace("ValidateAccountName: new name '{0}' not found in invalidNames.", newAccountName);
            tracingService.Trace("ValidateAccountName: No invalid names passed in configuration.");
          tracingService.Trace("ValidateAccountName: The step for this plug-in is not configured correctly.");
      catch (Exception ex)
        tracingService.Trace("BasicPlugin: {0}", ex.ToString());

About the code

  • This class includes a constructor to capture the unsecure configuration that will be set when a step is configured.
  • This class requires specific step configuration to work correctly:
    • Update message
    • On the account entity
    • With the account name included in the attributes
    • With PreEntityImage using specific alias ‘a’
    • With PreEntityImage including the name attribute.
  • If the step configuration is not correct, the plugin will only write to the trace that it is not configured correctly
  • If no invalid names are set in the configuration, the plugin will only write to the trace that no invalid names were passed to the configuration
  • If the new name matches any of the invalid names set using configuration AND the original name does not contain the new name, an InvalidPluginExecutionException will be thrown with the message to the user that this operation is not allowed.

Update the plug-in assembly registration

The existing assembly from Tutorial: Write and register a plug-in should already be registered. To add the new ValidateAccountName plug-in without unregistering the existing assembly, you must update it.

  1. Select the (Assembly) Basic Plugin and select Update.

    Select Update

  2. In the Update Assembly: Basic Plugin dialog, specify the location of the assembly by clicking the ellipses () and the assembly will load.

    Update Assembly: Basic Plugin diallog

  3. Verify that the Assembly and both plug-ins are selected and click Update Selected Plugins.

Configure a new step

Configure the ValidateAccountName plugin using these settings:

Setting Value
Message Update
Primary Entity account
Filtering Attributes name
Event Pipeline Stage of Execution PreValidation
Execution Mode Synchronous
Unsecure Configuration test,

Register New Step

Add an image

  1. Right-click the step you just registered and select Register New Image.

    Register New Image

  2. In the Register New Image dialog, configure the image with these settings:

    Setting Value
    Image Type Pre Image
    Name account
    Entity Alias a
    Parameters name

    Register new Image dialog

  3. When the image is registered you will see it in the plugin registration tool.

    The registered image

Test the plug-in

  1. Open the application and attempt to update an existing account name to test, foo, or bar.

  2. When you try to save, you should see the following message:

    Error message

  3. If you update an existing account with a name that includes test, foo, or bar, then update the account to test, foo, or bar you should not see the message.

Unregister assembly, plug-in, and step

Use the Plug-in registration tool to Unregister (delete) any assembly, plug-in or step. Deleting an assembly will delete all plug-ins and steps for that assembly.

unregister an assembly