Sneak Peek Microsoft Dynamics CRM 2016 SDK Aileen

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Sneak Peek Microsoft Dynamics CRM 2016 SDK Aileen Gusni 10 th December 2015

Sneak Peek Microsoft Dynamics CRM 2016 SDK Aileen Gusni 10 th December 2015

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Supported by:

Introduction • Presenter name is Aileen Gusni • Implementing CRM since CRM 4. 0

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

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

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 •

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 Share. Point • Folder Level Email Tracking • Form Enhancement: Open Quick Create Form, Turbo Form

Web API & CORS for Integration Usage • The Web API will make it

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 &

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 &

New Messages in CRM 2016 • It has all entities from CRM 2015 & CRM 2015 Update 1, such as: • • • Apply. Record. Creation. And. Update. Rule. Request, Execute. Transaction. Request, Publish. Theme. Request, Retrieve. Entity. Changes. Request, Upsert. Request

New Messages in CRM 2016 Request class name Web API action Description Clone. As.

New Messages in CRM 2016 Request class name Web API action Description Clone. As. Patch. Request Clone. As. Patch Action Creates a solution patch from a managed or unmanaged solution. Clone. As. Solution. Request Clone. As. Solution Action Creates a new copy of an unmanaged solution that contains the original solution plus all of its patches. Create. Knowledge. Article. Translation. Request Create. Knowledge. Article. Translation Action Creates a translation of a knowledge article record. Create. Knowledge. Article. Version. Request Create. Knowledge. Article. Version Action Creates a major or minor version of a knowledge article record. Delete. And. Promote. Request Delete. And. Promote Action Replaces a managed solution plus all of its patches. Full. Text. Search. Knowledge. Article. Request N/A Performs a full-text search on knowledge articles in CRM using the specified search text. Increment. Knowledge. Article. View. Count. Request N/A Increments the per day view count of a knowledge article record. Set. Process. Request Set. Process Action Sets the process that associates with a given target entity. Update. Solution. Component. Request Update. Solution. Component Action Updates a component in an unmanaged solution.

New Form Scripting Capabilities - 1 • Now you can write scripts for Subgrid

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

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!! •

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

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,

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 Solution. A, version 1. 0 (unmanaged) Contains entity. A

Patch Example Patch name Description Solution. A, version 1. 0 (unmanaged) Contains entity. A with 6 fields. Solution. A, version 1. 0 (unmanaged) Contains entity. A with 3 fields ( -3 ) and adds entity. B with 10 fields. Solution. A, version 1. 0. 2. 0 (unmanaged) Contains entity. C with 10 fields.

Result • The developer or customizer first imports the base solution (Solution. A 1.

Result • The developer or customizer first imports the base solution (Solution. A 1. 0) into the organization. The result is entity. A with 6 fields in the organization. • Next, the Solution. A patch 1. 0 is imported. The organization now contains entity. A with 3 fields plus entity. B with 10 fields. • Finally, Solution. A patch 1. 0. 2. 0 is imported. The organization now contains entity. A with 3 fields, entity. B with 10 fields, plus entity. C with 10 fields. • So you can just add the asset selectively and also you can remove it like what we did for the entity 9 from 6 to 3 fields) -> -3 Fields Changed

References & Further Reading • Official MSDN Links • https: //msdn. microsoft. com/enus/library/gg 309589(v=crm.

References & Further Reading • Official MSDN Links • https: //msdn. microsoft. com/enus/library/gg 309589(v=crm. 7). aspx#BKMK_New. In. Spring 2015 • https: //msdn. microsoft. com/en-us/library/gg 309589. aspx • You can download the SDK Now

Now, what are you waiting for? Read more about Dynamics CRM Learn the Licensing

Now, what are you waiting for? Read more about Dynamics CRM Learn the Licensing Guide Sign Up or Download the Microsoft Dynamics CRM Trial Contact & Engage with us as Microsoft Gold Partners Start Your Dynamics Journey Now…

Q&A

Q&A