Modifying the Assembly for Custom Entities - trillium_quality - 2.7

You must modify the Trillium Quality for Dynamics assembly to add Create, Update, and Delete steps for custom entities. To modify the Trillium Quality for Dynamics assembly, use the Plug-in Registration Tool, which is a Dynamics SDK utility available from Microsoft. If you do not have the Plug-in Registration Tool, you can download it from the Microsoft website.

To modify the Trillium Quality for Dynamics assembly

1. On your CRM server, double-click PluginRegistration.exe (generally found in the \Tools directory) to run the Plug-in Registration Tool. The Plug-in Registration Tool window opens.

2. Double-click your CRM host, or create a new connection if your CRM host is not shown. A window opens prompting for your CRM credentials.

3. Enter your credentials and click OK. A list of organizations available on the selected server and domain displays.

4. Double-click your organization. A list of assemblies displays.

5. Expand the assembly Trillium.Crm.Plugin.Main.

6. Expand the Trillium.Crm.Plugin.Main.CleanserMatcherHandler.

7. Double-click one of the Create steps to open the Update Existing Step window.

8. Copy the text contained in the Unsecure Configuration text box and close the step window.

9. Right-click the Trillium.Crm.Plugin.Main.CleanserMatcherHandler and select Register New Step. The Register New Step window opens. Enter the following:

   1. Unsecure Configuration: Paste the text copied in Step 8.

   2. Message: Create

   3. Primary Entity: Enter the name of your custom entity

   4. Secondary Entity: None

   5. Step name: Enter a descriptive name, such as an action and entity name, for example create_mycustomentity.

   6. Execution Order: 10

      Leave default values for other General Configuration Information fields.

   7. Event Pipeline Stage of Execution: Pre-validation

   8. Execution Mode: Synchronous

   9. Deployment: Server

10. Click Register New Step. The Register New Step window closes and the new Create step is added to the CleanserMatcherHandler steps.

11. Repeat Step 9, entering Update in the Message field, and click Register New Step. The Update step is added to the CleanserMatcherHandler steps.

12. Repeat Step 9, entering Delete in the Message field, and click Register New Step. The Delete step is added to the CleanserMatcherHandler steps.

13. Right-click the new Update step and select Register New Image from the Register menu. The Register New Image window opens.

14. Enter EntityPreImage for both the Name and Entity Alias. The entry is case-sensitive; use correct casing when entering EntityPreImage.

15. For Image Type ensure that Pre Image is checked and Post Image is not checked.

16. Click Register Image.

17. Close the Plugin Registration Tool.