Integrating Dynamics 365 CRM with MuleSoft Using a Synchronous C# Plugin

 

🔗🚀 Step 1: Set Up Your C# Plugin in Dynamics 365 CRM

1️⃣ Create a New C# Plugin Project in Visual Studio

1. Open Visual Studio → Create a Class Library (.NET Framework) Project
2. Install the Microsoft.CrmSdk.CoreAssemblies NuGet package
3. Add a new class called LeadCreatePlugin.cs

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🚀 Step 2: Write the Synchronous C# Plugin Code

🔹 Plugin Code to Capture New Leads & Send Data to MuleSoft

using System;
using System.ServiceModel;
using Microsoft.Xrm.Sdk;
using System.Net.Http;
using System.Text;

public class LeadCreatePlugin : IPlugin
{
    public void Execute(IServiceProvider serviceProvider)
    {
        // Get the execution context
        IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));

        // Run the plugin only when a lead is created
        if (context.MessageName.ToLower() != "create") return;

        // Retrieve the Lead entity data
        if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
        {
            Entity lead = (Entity)context.InputParameters["Target"];

            // Extract necessary fields
            string firstName = lead.Contains("firstname") ? lead["firstname"].ToString() : "";
            string lastName = lead.Contains("lastname") ? lead["lastname"].ToString() : "";
            string email = lead.Contains("emailaddress1") ? lead["emailaddress1"].ToString() : "";

            // Prepare JSON payload for MuleSoft API
            string jsonPayload = $"{{ \"firstName\": \"{firstName}\", \"lastName\": \"{lastName}\", \"email\": \"{email}\" }}";

            // Send Data to MuleSoft API
            SendDataToMuleSoft(jsonPayload);
        }
    }

    private void SendDataToMuleSoft(string jsonPayload)
    {
        try
        {
            using (HttpClient client = new HttpClient())
            {
                client.BaseAddress = new Uri("https://your-mulesoft-api.com/send-leads");
                client.DefaultRequestHeaders.Add("Authorization", "Bearer YOUR_ACCESS_TOKEN");
                HttpContent content = new StringContent(jsonPayload, Encoding.UTF8, "application/json");

                HttpResponseMessage response = client.PostAsync("", content).Result; // Synchronous call

                if (!response.IsSuccessStatusCode)
                {
                    throw new InvalidPluginExecutionException($"Error sending data to MuleSoft: {response.ReasonPhrase}");
                }
            }
        }
        catch (Exception ex)
        {
            throw new InvalidPluginExecutionException("Error in sending data to MuleSoft: " + ex.Message);
        }
    }
}

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🚀 Step 3: Deploy the Plugin in Dynamics 365 CRM

1️⃣ Sign & Build the Plugin DLL

1. In Visual Studio, go to Project Properties → Signing → Enable Sign the Assembly
2. Build the Project (Ctrl + Shift + B) → This will create a .dll file

2️⃣ Register the Plugin in Dynamics CRM

1. Open Plugin Registration Tool
2. Click Register New Assembly → Upload your .dll file
3. Click Register New Step
   • Message: Create
   • Primary Entity: lead
   • Execution Mode: Asynchronous (Recommended) or Synchronous
   • Stage: Post-operation

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🚀 Step 4: Test the Integration

🔹 Create a Lead in Dynamics 365

1. Go to CRM → Sales → Leads
2. Click New, fill in details & save
3. The Plugin will send the Lead Data to MuleSoft API

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🎯 Summary – What We Achieved?

✅ Captured New Leads in CRM using a C# Plugin
✅ Sent Lead Data to MuleSoft via an API (without async/await)
✅ Deployed & Tested the Integration

Now, whenever a new Lead is created, the data is automatically sent to MuleSoft, which can then forward it to any other system (like SAP, Salesforce, or a database).

🚀 Want real-time updates? Use Webhooks in CRM to call MuleSoft instantly instead of using a plugin!