Sneak Peek Microsoft Dynamics CRM 2016 SDK
Aileen Gusni
10th December 2015
Supported by:
Introduction
• Presenter name is Aileen Gusni
• Implementing CRM since CRM 4.0
• Currently working in Singapore
• Active Community Contributor
• Active Blogger: http://missdynamicscrm.blogspot.com/
• Other info can just ask herself…
Agenda
• Brief introduction : Microsoft Dynamics CRM 2016
• Focus: What’s new for Developer?
What’s new for Developer: At a Glance
• All the CRM Online Features from the CRM 2015 Update 1 so-called
“Carina” now available for CRM 2016, except: Parature Integration
• Web API & CORS for Integration Usage
• New Entities in CRM 2016
• New Messages in CRM 2016
• New Form Scripting Capabilities
• Solution Enhancement
Highlighted Keys for CRM 2015 Update 1
• Alternate Keys & Upsert Operation
• Change Tracking & Plugin Trace Log
• New Query Clause: Older Than …
• Record Creation & Update Rules for Incoming Activities
• Trigger Custom Action from Workflow/Dialog
• User Mapping with SharePoint
• Folder Level Email Tracking
• Form Enhancement: Open Quick Create Form, Turbo Form
Web API & CORS for Integration Usage
• The Web API will make it easier to create applications across a wide variety
of platforms, devices, and programming languages
• No need to download any Microsoft Dynamics CRM SDK assemblies
• Easy, just enable from System Setting
• https:// <your organization name>.crm.dynamics.com/api/data
New Entities in CRM 2016
• It has all entities from CRM 2015 & CRM 2015 Update 1, such as:
Theme, Office Document, Plugin Trace Log, User Mapping
• Additional New Entities, related to the enhanced Knowledge Base
Article, such as:
Knowledge Article & Language Locale
• Because we are expecting the new Look & Feel of Knowledge Base:
New Life Cycle, Associate to Entity, Versioning, View Count, and
of course TRANSLATION supported!
New Messages in CRM 2016
• It has all entities from CRM 2015 & CRM 2015 Update 1, such
as:
•
•
•
•
•
ApplyRecordCreationAndUpdateRuleRequest,
ExecuteTransactionRequest,
PublishThemeRequest,
RetrieveEntityChangesRequest,
UpsertRequest
New Messages in CRM 2016
Request class name
Web API action
Description
CloneAsPatchRequest
CloneAsPatch Action
Creates a solution patch from a managed or unmanaged solution.
CloneAsSolutionRequest
CloneAsSolution Action
Creates a new copy of an unmanaged solution that contains the
original solution plus all of its patches.
CreateKnowledgeArticleTranslationRequest
CreateKnowledgeArticleTranslation Action Creates a translation of a knowledge article record.
CreateKnowledgeArticleVersionRequest
CreateKnowledgeArticleVersion Action
Creates a major or minor version of a knowledge article record.
DeleteAndPromoteRequest
DeleteAndPromote Action
Replaces a managed solution plus all of its patches.
FullTextSearchKnowledgeArticleRequest
N/A
Performs a full-text search on knowledge articles in CRM using the
specified search text.
IncrementKnowledgeArticleViewCountRequest
N/A
Increments the per day view count of a knowledge article record.
SetProcessRequest
SetProcess Action
Sets the process that associates with a given target entity.
UpdateSolutionComponentRequest
UpdateSolutionComponent Action
Updates a component in an unmanaged solution.
New Form Scripting Capabilities - 1
• Now you can write scripts for Subgrid in supported Way
(introduced in CRM 2015 Update 1)
• Open Quick Create Form on demand
• Get Show Time
• Get Form Factor, whether you want to check this client is using
which device?
New Form Scripting Capabilities - 2
• New Custom Control Methods introduced in CRM 2016!!
• Keypress Method, get immediate feedback as user types in
something in a CRM Form Control
• Get Value, gets the latest value in a control as the user types
characters in a specific text or number field. This method helps
you to build interactive experiences by validating data and
alerting users as they type characters in a control.
• Now, you don’t need the users to complete their typing activity
by waiting them to press tab or change to another field
New Form Scripting Capabilities - 3
• Auto Complete in CRM Form
Control!!
• You don’t need to put all as
lookup field/option set anymore
• It helps you to ‘Suggest the Users’
Solution Enhancement
• A new solution capability is now available that allows a
developer or other application customizer to create solution
patches that contain subcomponents of entities, as compared to
publishing the entire entity and all of its assets.
• These assets include attributes, forms, views, relationships, and
visualizations, and any other assets that are packaged with the
entity
Solution Enhancement – Understand Patch
• You can export solutions with selected entity assets, such as
entity fields, forms, and views, rather than entire entities with all
the assets. To create the segmented solutions and patches, you
can use the CRM user interface, without writing code
Patch Example
Patch name
Description
SolutionA, version 1.0 (unmanaged)
Contains entityA with 6 fields.
SolutionA, version 1.0.1.0 (unmanaged) Contains entityA with 3 fields ( -3 ) and
adds entityB with 10 fields.
SolutionA, version 1.0.2.0 (unmanaged) Contains entityC with 10 fields.
Result
• The developer or customizer first imports the base solution (SolutionA 1.0)
into the organization. The result is entityA with 6 fields in the organization.
• Next, the SolutionA patch 1.0.1.0 is imported. The organization now
contains entityA with 3 fields plus entityB with 10 fields.
• Finally, SolutionA patch 1.0.2.0 is imported. The organization now contains
entityA with 3 fields, entityB with 10 fields, plus entityC with 10 fields.
• So you can just add the asset selectively and also you can remove it like
what we did for the entity 9from 6 to 3 fields) -> -3 Fields Changed
References & Further Reading
• Official MSDN Links
• https://msdn.microsoft.com/enus/library/gg309589(v=crm.7).aspx#BKMK_NewInSpring2015
• https://msdn.microsoft.com/en-us/library/gg309589.aspx
• You can download the SDK Now
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Q&A