WCF service

CRM connector code
to get CRM service
 public IOrganizationService GetOrgInstance()

        {

            ClientCredentials cre = new ClientCredentials();

              cre.UserName.UserName = "username";
             cre.UserName.Password = "pwd";


            Uri serviceUri = new Uri("organization service");

            Microsoft.Xrm.Sdk.Client.OrganizationServiceProxy proxy = new Microsoft.Xrm.Sdk.Client.OrganizationServiceProxy(serviceUri, null, cre, null);

            proxy.EnableProxyTypes();

            Microsoft.Xrm.Sdk.IOrganizationService service = (Microsoft.Xrm.Sdk.IOrganizationService)proxy;


            return service;

        }

discovery service code

 public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
        {
            try
            {
                // Connect to the Discovery service. 
                // The using statement assures that the service proxy will be properly disposed.
                using (_serviceProxy = new DiscoveryServiceProxy(serverConfig.DiscoveryUri,
                                                                    serverConfig.HomeRealmUri,
                                                                    serverConfig.Credentials,
                                                                    serverConfig.DeviceCredentials))
                {
                    // You can choose to use the interface instead of the proxy.
                    IDiscoveryService service = _serviceProxy;

                    #region RetrieveOrganizations Message

                    // Retrieve details about all organizations discoverable via the
                    // Discovery service.
                    RetrieveOrganizationsRequest orgsRequest =
                        new RetrieveOrganizationsRequest()
                        {
                            AccessType = EndpointAccessType.Default,
                            Release = OrganizationRelease.Current
                        };
                    RetrieveOrganizationsResponse organizations =
                        (RetrieveOrganizationsResponse)service.Execute(orgsRequest);

                    // Print each organization's friendly name, unique name and URLs
                    // for each of its endpoints.
                    Console.WriteLine();
                    Console.WriteLine("Retrieving details of each organization:");
                    foreach (OrganizationDetail organization in organizations.Details)
                    {
                        Console.WriteLine("Organization Name: {0}", organization.FriendlyName);
                        Console.WriteLine("Unique Name: {0}", organization.UniqueName);
                        Console.WriteLine("Endpoints:");
                        foreach (var endpoint in organization.Endpoints)
                        {
                            Console.WriteLine("  Name: {0}", endpoint.Key);
                            Console.WriteLine("  URL: {0}", endpoint.Value);
                        }
                    }
                    Console.WriteLine("End of listing");
                    Console.WriteLine();

                    #endregion RetrieveOrganizations Message

                    #region RetrieveOrganization Message

                    // Retrieve details about a single organization discoverable via the Discovery service.
                    //
                    RetrieveOrganizationRequest orgRequest =
                        new RetrieveOrganizationRequest()
                        {
                            UniqueName = organizations.Details[organizations.Details.Count -1].UniqueName,
                            AccessType = EndpointAccessType.Default,
                            Release = OrganizationRelease.Current
                        };
                    RetrieveOrganizationResponse org =
                        (RetrieveOrganizationResponse)service.Execute(orgRequest);

                    // Print the organization's friendly name, unique name and URLs
                    // for each of its endpoints.
                    Console.WriteLine();
                    Console.WriteLine("Retrieving details of specific organization:");
                    Console.WriteLine("Organization Name: {0}", org.Detail.FriendlyName);
                    Console.WriteLine("Unique Name: {0}", org.Detail.UniqueName);
                    Console.WriteLine("Endpoints:");
                    foreach (KeyValuePair<EndpointType, string> endpoint in org.Detail.Endpoints)
                    {
                        Console.WriteLine("  Name: {0}", endpoint.Key);
                        Console.WriteLine("  URL: {0}", endpoint.Value);
                    }
                    Console.WriteLine("End of listing");
                    Console.WriteLine();

                    #endregion RetrieveOrganization Message

                }
            }

            // Catch any service fault exceptions that Microsoft Dynamics CRM throws.
            catch (FaultException<Microsoft.Xrm.Sdk.DiscoveryServiceFault>)
            {
                // You can handle an exception here or pass it back to the calling method.
                throw;
            }
        }

Code for secure/unsecured configuration

Unsecured Configuration

is viewable by any CRM user will automatically move between environments with your CRM solutions. Available when Plugin is Registered for Outlook Offline Mode Secured Configuration is only viewable by CRM Administrators XML code for configuration block: <Settings> <setting name="TracingEnabled"> <value>true</value> </setting> </Settings> Code to extract value from XML document class PluginConfiguration { private static string GetValueNode(XmlDocument doc, string key) { XmlNode node = doc.SelectSingleNode(String.Format("Settings/setting[@name='{0}']", key)); if (node != null) { return node.SelectSingleNode("value").InnerText; } return string.Empty; } public static Guid GetConfigDataGuid(XmlDocument doc, string label) { string tempString = GetValueNode(doc, label); if (tempString != string.Empty) { return new Guid(tempString); } return Guid.Empty; } public static bool GetConfigDataBool(XmlDocument doc, string label) { bool retVar; if (bool.TryParse(GetValueNode(doc, label), out retVar)) { return retVar; } else { return false; } } public static int GetConfigDataInt(XmlDocument doc, string label) { int retVar; if (int.TryParse(GetValueNode(doc, label), out retVar)) { return retVar; } else { return -1; } } public static string GetConfigDataString(XmlDocument doc, string label) { return GetValueNode(doc, label); } } Plugin code to retrieve config data public TracingPluginSimple(string unsecureString, string secureString) { if (!String.IsNullOrWhiteSpace(unsecureString)) { try { _unsecureString = unsecureString; XmlDocument doc = new XmlDocument(); doc.LoadXml(_unsecureString); bool TracingEnabled = PluginConfiguration.GetConfigDataBool(doc, "TracingEnabled"); _unsecureString = unsecureString; //_secureString = secureString; _tracingEnabled = TracingEnabled; } catch (Exception ex) { throw new InvalidOperationException("Unsecure or secure strings are required by the TracingPluginSimple Plug-in, but not provided."); } } if (!String.IsNullOrWhiteSpace(secureString)) { try { _secureString = secureString; XmlDocument doc = new XmlDocument(); doc.LoadXml(unsecureString); bool TracingEnabled = PluginConfiguration.GetConfigDataBool(doc, "TracingEnabled"); //_unsecureString = unsecureString; _secureString = secureString; _tracingEnabled = TracingEnabled; } catch (Exception ex) { throw new InvalidOperationException("Unsecure or secure strings are required by the TracingPluginSimple Plug-in, but not provided."); } } public void Execute(IServiceProvider serviceProvider) { if (_tracingEnabled) { //Implement functionality } }

Shared Variable code

The message pipeline model for Microsoft Dynamics 365 defines a parameter collection of custom data values in the execution context that is passed through the pipeline and shared among registered plug-ins, even from different 3rd party developers. This collection of data can be used by different plug-ins to communicate information between plug-ins and enable chain processing where data processed by one plug-in can be processed by the next plug-in in the sequence and so on. This feature is especially useful in pricing engine scenarios where multiple pricing plug-ins pass data between one another to calculate the total price for a sales order or invoice. Another potential use for this feature is to communicate information between a plug-in registered for a pre-event and a plug-in registered for a post-event.

The name of the parameter that is used for passing information between plug-ins is SharedVariables. This is

 a collection of key\value pairs. At run time, plug-ins can add, read, or modify properties in the SharedVariables

 collection. This provides a method of information communication among plug-ins

 public class PreEventPlugin : IPlugin
    {
        public void Execute(IServiceProvider serviceProvider)
        {
            // Obtain the execution context from the service provider.
            Microsoft.Xrm.Sdk.IPluginExecutionContext context = (Microsoft.Xrm.Sdk.IPluginExecutionContext)
                serviceProvider.GetService(typeof(Microsoft.Xrm.Sdk.IPluginExecutionContext));

            // Create or retrieve some data that will be needed by the post event
            // plug-in. You could run a query, create an entity, or perform a calculation.
            //In this sample, the data to be passed to the post plug-in is
            // represented by a GUID.
            Guid contact = new Guid("{74882D5C-381A-4863-A5B9-B8604615C2D0}");

            // Pass the data to the post event plug-in in an execution context shared
            // variable named PrimaryContact.
            context.SharedVariables.Add("PrimaryContact", (Object)contact.ToString());
        }
    }

    public class PostEventPlugin : IPlugin
    {
        public void Execute(IServiceProvider serviceProvider)
        {
            // Obtain the execution context from the service provider.
            Microsoft.Xrm.Sdk.IPluginExecutionContext context = (Microsoft.Xrm.Sdk.IPluginExecutionContext)
                serviceProvider.GetService(typeof(Microsoft.Xrm.Sdk.IPluginExecutionContext));

            // Obtain the contact from the execution context shared variables.
            if (context.SharedVariables.Contains("PrimaryContact"))
            {
                Guid contact =
                    new Guid((string)context.SharedVariables["PrimaryContact"]);

                // Do something with the contact.
            }
        }
    }

form scripts to disable the auto-save behaviors on a form level

function preventAutoSave(econtext) {

    var eventArgs = econtext.getEventArgs();

    if (eventArgs.getSaveMode() == 70) {

        eventArgs.preventDefault();

    }

}