Running Custom Code in Dynamics CRM Portal

I recently used the steps in the blog post created by Roman Savran of UDS consulting to set up a CRM Portal to run Custom Actions. You can find this post here.  Below are the two major things that I learned in the process.

FetchXml results in Liquid Templates are Cached

FetchXml results in liquid templates are cached. I had a lot of issues with plugins not firing when I expected them to because of this. It turns out that when testing, it is very important to change the cacheString parameter between requests.

Plugins Registered on the Execute message do not appear in the Plugin Trace Log unless there was an error.

At one point while working on this, I went down the path of the Portal potentially using a different message. This was due to not recognizing the above. To identify the message, I registered a plugin on the Execute message. CRM was set to write all plugin executions to the trace log. However, I only saw this plugin in the trace log whenever there was an error.

Author: Michael Sollenberger

I am a Dynamics 365 Consultant with over 4 years of experience. I first became interested in programming at age 10 when I started learning BASIC from the book “Beginning Programming for Dummies.” Currently, I am working as a technical consultant for Cloud Nine Solutions. My responsibilities include estimating, designing, and building solutions with Dynamics 365 for Sales and Customer Service. My most recent project was a CRM implementation within an enterprise environment where I was responsible for managing the technical aspects of the project. Previously, I was a developer for Distributed Network Software where I first started with Dynamics CRM 2011 and worked in Dynamics GP.

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