Posts Tagged ‘technical’

Unit Testing CRM 2011 Plugin

January 23, 2012 4 comments

As we all know the criticality of developing and deploying plugins in CRM. Let’s think the scenario of having 20 plugins in our project but we need to change one plugin. When we deploy this with Plugin registration tool, we are going on an assumption that other 19 are working properly and the one which is updated still needs to be tested on UAT/Production server. If we have a chance to test all 20 plugins without registering them on to server then that would be a great opportunity 🙂

Normally to test plugins we must register the plugin to CRM server before testing. This is a fairly lengthy process, making quick testing of changes, and well as automated unit testing is a difficult process.

There is a solution to this problem which was developed by Andrew Swerlick based on Dinesh’s Solution and is available at Source files are available here, we can download and compile them. To make the solution work we need to look into patches and make the changes in code then compile.

or simply download the working dlls from here

By serializing the objects that the CRM server passes to a plugin on execution and then by using a library that allows us to de-serialize those objects and pass them to the plugin on our local machine we can simulate actually having the plugin registered against the server but without having to go through the process of registering it for each and every change.

I will be using a plugin which will add Business Phone to newly created contacts.

 Code of the plugin looks like

public class UpdateContactPhonePlugin : IPlugin
IOrganizationService service;
public void Execute(IServiceProvider serviceProvider)
Microsoft.Xrm.Sdk.IPluginExecutionContext context = (Microsoft.Xrm.Sdk.IPluginExecutionContext)serviceProvider.GetService(typeof(Microsoft.Xrm.Sdk.IPluginExecutionContext));

IOrganizationServiceFactory factory =(IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));

service = factory.CreateOrganizationService(context.UserId);

if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
Entity entity = (Entity)context.InputParameters["Target"];
if (entity.LogicalName == "contact")
entity.Attributes.Add("telephone1", "123456");
catch (Exception ex)
throw new InvalidPluginExecutionException(ex.Message.ToString());

Once we sign and build the plugin project and ready with it we need to do the following to test.

Create a new project of type ClassLibrary and add Libraries folder which is having

  1. SerializePluginContext.dll
  2. TestPlugin.dll



Serializing the Plugin Context


  1. Register the SerializePluginContext plugin on the CRM server using the plugin registration tool. When registering the plugin, register it exactly as if we were registering the plugin we are testing, including setting up appropriate Pre-Images and Post-Images.
  2. Manually create Contact to fire off the plugin. Validate that it functioned without error by checking the system jobs entity for a successful record of plugin execution
  3. On the server go to C:\windows\temp\ and look for a file with a named [Primary Entity] – [Message], where primary entity is the primary entity we registered the plugin against, and the message is the CRM 2011 plugin message. In our case contact-Create-001.xml
  4. Copy this file back to local development machine and into solution folders.


Testing Plugin


Go to Program.cs file and add the code like


using System;

using System.Collections.Generic;

using System.Linq;

using System.Text;
using CRM2011.Plugin; //Reference to Plugin project

using Engage.Util.PluginTester; //Test Plugin
namespace CRM2011.UnitTestingPlugin


class Program{

static void Main(string[] args)


//Service Provider object with the context information of the file

//which got created by serializing the objects passed to SerializePluginContext

MyServiceProvider provider = new MyServiceProvider(




//Create object to Plugin class which we are going to test

UpdateContactPhonePlugin plugin = new UpdateContactPhonePlugin();
//Call the execute method by passing the provider with context information





Set this project as the StartUp project and add the debugging point before running. There we are, got the break point…



When we are running this project this will be using the existing file as the context so this will not going to create records. This way we can test it for any number of times without creating/updating the records.

That’s it we are done.. Hope this helps 🙂


Customizing Dynamics CRM Charts using Chart XML

January 16, 2012 Leave a comment

Here are the custom charts which we get by making changes to chart xml.

  1. Export chart
  2. Edit the xml
  3. Import Chart

 CRM charts have all the capabilities that asp .net chart controls possess. Here are the examples

 3D Chart


Scale Break on Y Axis (for large difference in the values)

When we have large differences in data ranges our charts will look ugly. If we have a scale break, that would be a great advantage to see the charts in a good manner.

To add scale break export the chart xml and add ScaleBreakStyle under AxisY node:

Stacked Chart/ Comparison Chart

To get the stacked/comparison chart we need to add group by attributes in the fetch. Here in the below XML first we are getting the opportunities grouped by owner then again we are grouping by opportunity rating by adding the xml.


 Along with above changes in XML we need to add/update the XML to get this reflected.

 Update the chart type to Stacked Chart


This way we can convert a simple column chart into a comparison chart


Multi Series Chart

We can get multiple series of data inside of chart just by adding simple entries in xml. Here we go


Once we add the attributes to fetch collection we need to mention how it has to be measured in collections. For that


Finally we need to mention how we want to present the extra series under presentationdescription node

Using Web resource in chart (Showing Bing map in chart with help of web resource to show accounts addresses)

Remove the chart XML and add this to show the HTML web resource. This chart will be shown on the Account entity as mentioned in primaryentitytypecode and displays the content in new_bingmapwebresource

Hope this helps…:)

Dynamics CRM 2011 Technical Presentation

September 8, 2011 Leave a comment

Long back i have prepared a technical presentation, hope this helps somebody.. sometime..