Create first plugin with Development Toolkit CRM 2011 Part 1.

Before we begin, let's create some additional entities. I want to create “Meeting” and “Resources” entities.

Entity Meeting should represent information about meeting, invited participants and needed resources. Meeting form should include such fields:

• Meeting Name.
• Location. 
• Start date. 
• End date. 
• Description. 
• Priority. 
• Send Email to participant.

Also it should have 1:N relation to Contacts and Resources.

Entity Resources describes information about resources that are involved in the meeting. (Example: Projector, Microphones, Speakers and etc.)

Resources form should include such fields:

• Name.
• Description.

Let's create DEMO solution for them:

Go to Settings –> Solutions.

Press New and fill out all fields. 

Press Save.

Now let’s create our custom entities:

Go to Entities.

Press New.

Fill out fields like on screenshot bellow:

Let’s add Name and Description fields to the Resources form:

Press on Forms-> Information Main.

Press New Field to add Description Field and fill out fields like shown below:

Press Save and Close.

Add Description field to the form by using Drag and Drop.

Change properties of Description field: Set two columns and 3 Rows.

At the end you will see something like:

Press Save and Close.

Press Publish All Customizations.

Now let’s create last entity Meeting. I will not describe how to do that, but I will provide screenshots with shorts comments.

Creating entity Meeting:

Add 1:N relationships to Contact:

Add 1:N relationships to Resource:

Let’s create Location field:

Let’s create Description field:

Start date:

  

 End date:

  

Priority:

 Send Email to participant:

 At the end you will get:

  

In next part we will write our first plugin. Coming soon…