I have gone through all the msdn stuff for getting started with the SDK for Microsoft CRM 4.
I am trying to find any other basic examples / blog posts about implementing the SDK for MS CRM4. Does anyone know of some blogs that cover this?
You'd do well to check out the Microsoft CRM SDK over at MSDN. You could also browse the google groups, or check out sites to well known CRM MVPs.
Best advice, however, is to just start fooling around with it. It's very intuitive once you understand the process of getting things done.
I was in your shoes a while back, and I started by thinking of a "mini project" and doing it. It will force you to find out more about CRM and you'll gain "practical experience".
How about getting a book - Working with Microsoft Dynamics CRM 4.0 and working through some exercises there?
Related
I'm .NET Web Developer and new to Microsoft's CRM, so bear with me. I'm trying to find the correct way to connect to Microsoft Dynamics 365 and retrieve some PDF files. I need to know which is the correct way to do so. I have some questions of some topics found Googling around that don't make sense to me.
Accessing through the SDK
I have found this Microsoft documentation which explains the SDK. However there is a NOTE that says that this has changed with the 2016 update, and Googling more around, it seems to be that the SDK it's not used anymore. I am wrong?
Accessing data using Web API
There's yet another Microsoft documentation that tries to explain the way to connect through a Web Api, however from the start, it says: "This section contains reference documentation of the types, functions, and actions that constitute the Web API for Microsoft Dataverse and Dynamics 365 Customer Engagement (on-premises)".
That "On-Premises" comment bothers me. I don't want to learn something that doesn't work for me. Why the web api seems to work only on premise? Why not Dynamics in the cloud?
And for what you can see, I'm utterly confused as to how in the world I can access data to retrieve a file programmatically through C# code from Microsoft Dynamics 365 cloud based.
Please, if you can point me in the right direction, I will really appreciate it.
Thank you!
If your language is C# you can use the SDK provided by Microsoft, it works with the Online (cloud) version.
If you are using .NET Framework you can use this NuGet package:
https://www.nuget.org/packages/Microsoft.CrmSdk.XrmTooling.CoreAssembly/
If you are using .NET Core/.NET 5.0+ you can use this NuGet package (but in public preview):
https://www.nuget.org/packages/Microsoft.PowerPlatform.Dataverse.Client/
Some details about these packages here: https://www.crmanswers.net/2021/05/microsoftpowerplatformdataverseclient.html
Adding to Guido's excellent information here are a few more considerations:
Plugins and custom workflows are custom .NET assemblies where you would use the SDK. They currently only support the full .NET Framework.
To call into the system from a JavaScript library on a form (a.k.a. Client-side scripting), you'd use the WebAPI.
For console apps, web apps, and other external code, you can choose between the SDK and WebAPI. (And as Guido points out, the .NET Core version of the SDK is in preview).
When using the SDK there are two possible coding approaches: Early Bound and Late Bound.
With early bound, you generate proxy classes for DataVerse tables. The classes have properties for each column/attribute, which enables intellisense.
With late bound, you use the string names of tables and attributes.
This article has more info.
Tools for generating early bound classes include Microsoft's CrmSvcUtil.exe, Daryl LaBar's Early Bound Generator in the XrmToolbox,
and the commercial Visual Studio add-on for DataVerse XrmToolkit.
If you're going the WebAPI route, David Yack's API Helper might interest you.
I have all the documentation for how to develop and deploy proofing tools for MS Office on Windows using CSAPI, but how does one deploy them on Mac?
In 2010, Eric Paquin said Office 2011 for Mac would have the same API: "3rd party proofing tools companies that are relying on Windows API can now port their tools to work on the Mac"
But, I can't find any information regarding this. Anyone know where the docs for Mac development and deployment? Or if this never actually materialized?
And what about Mac Office 2016? I can find the Office Add-ins stuff, which unfortunately can't create integrated proofing tools.
(asked on Technet ages ago, but nobody there knows)
Official Microsoft documentation does exist for deploying to MS Office for Mac. If you run into this problem, keep asking your MS contact about it.
Unfortunately I can't actually share the how, 'cause NDA. But, if you have tried reverse engineering this problem, it basically is as much of a mess as you discovered.
I m a .net developer and new to CRM. Unfortunately at my work we don't have CRM. I m intrested in learning CRM but not sure how I can get CRM environment for practice and learning.
Please guide should I go for CRM 2015 ? Should it be installed on labtop or Azure or is there a way I can pay and use some environment already avilable for learners ?
Kindly also help is there a licence for learners or which licence or installation is recommended for me.
Thank you so much for your precious time and valuable guidance.
Thanks again.
Hopefully this link lasts, but you can sign up for a free CRM Online trial that is CRM 2015. It will give you a 30-day trial that you may extend through the admin portal. You will walk through setting up an account, and Microsoft will automatically spin the environment up for you. See the link below.
http://www.microsoft.com/en-us/dynamics/crm-free-trial-overview.aspx
I am a recent graduate, who has done some work experience at a company developing/designing Microsoft Dynamics CRM Solutions. I have moved on from there and have no official ties anymore. However, I do see the future in this product and I would like to keep developing solutions and increasing my development knowledge of Microsoft Dynamics CRM.
Taking into account the above and that I have a job in a different IT area. As well as the fact that I am determined to start this from scratch... What are my options?
My intentions for the future(1-3 yrs) is to develop Microsoft CRM 2013 Solutions and hopefully sell to local small businesses.
MSDN subscription or using trial subscription on CRM Online instance or using trial key:
http://www.microsoft.com/en-us/download/details.aspx?id=40341
Or if you want to be a startup, you might be eligible for BizSpark subscription:
http://www.microsoft.com/bizspark/
I think your best bet would be to get an online subscription. Your solution's code should be 100% compatible with the new CRM APIs in the SDK. Running everything from an online CRM solution would ensure it will work. This will also ensure that when the next version is released, you will be ready for it.
Unless Microsoft changes their licensing, this might be your only reasonably priced choice.
Try the Demo Builder:
http://demobuilder.cloudapp.net/unauthenticated-home/#
It's a Wizard base tool that will guide you through the process of setting up an online demo environment.
There are a bunch of templates that you can select from that will give you a good idea of the different scenarios where CRM can be deployed.
My clients have bought an Office 365 SharePoint 2013 site and I'm in the process of configuring it.
Their business rules require a very complicated Workflow which can just about be developed in SharePoint Designer. However, as I'm an experienced Visual Studio .NET developer I'd rather do it programmatically and hopefully save some time.
At present I can't figure out how to connect my desktop version of Visual Studio to the Cloud-based SharePoint site. I've downloaded the Workflow Manager tool but I'm struggling to figure out how to configure the Farm Databases etc. Available documentation seems patchy.
Has anyone out there found a way of doing this? This link suggests that it might not be possible.
Thanks
Edward
According to this article it's possible, though probably not really nice.
You will have to deploy your Workflow as a SharePoint App. Which means you will only be able to call the webservices.
Another option which might be worth looking at is Nintex, which has a module for office 365 as well.
Nintex has alot of useful functions, though I don't know how good the office 365 version is.
You would have to check whether it suits your requirements.