What’s new for CRM Online Spring '14 and CRM 2013 Service Pack 1

    This information is taken from the MSDN posting located here: http://msdn.microsoft.com/en-us/library/gg309589.aspx

Detect duplicates when you create or update records


We listened to your feedback! The capability to detect duplicates when you create or update records using forms or grid views in the web application for the updated user interface (UI) entities has been restored in this release! New in this release is the ability to detect duplicates when you use CRM for tablets. More information: Detect duplicate data

Export a solution for specific release


Target solutions you export to the proper release. New capabilities added for CRM Online Spring ‘14 and Microsoft Dynamics CRM 2013 Service Pack 1 (version 6.1) won’t work for organizations that haven’t upgraded to that version. When you export a solution using version 6.1 you have the option to target the solution to version 6.0. If your solution includes any solution components that aren’t compatible for version 6.0 they won’t be included in the solution that you export. More information: Export a solution for a specific CRM version.

Enhanced service capabilities


New enhanced service capabilities are available for new organizations or organizations that apply product updates after they are upgraded. More information: Detect enhanced service capabilities available with product updates

Incident (case) entities can be merged


Incident joins Account, Contact, and Lead as entities that you can use the MergeRequest message with. More information: Incident (case) entity messages and methods

Incident (case) hierarchies


Incidents now support hierarchical linking in the web application. See Incident (case) hierarchies to understand the impact for developers.

State model transitions


For the Incident (Case) entity and custom entities you can define custom status transitions that provide additional conditions over the default mapping between State and Status attributes for an entity. More information:Define custom state model transitions

Updated Plug-in Registration tool


The Plug-in Registration tool has been updated with a modern user interface and a standard logon control. The Plug-in Registration and the Plug-in Profiler tools have been moved out of the SDK\Bin folder into the SDK\Tools\PluginRegistration folder. More information: Walkthrough: Register a plug-in using the plug-in registration tool and Walkthrough: Register an Azure-aware plug-in with the CRM plug-in registration tool.

Social care framework


Use the Microsoft Dynamics CRM social care generic framework to route the social data that you obtain from various social channels into your CRM system. Social care framework provides the general interface, data model, and necessary APIs for integrating social listening applications like Facebook or Twitter with Microsoft Dynamics CRM to track social messages and profile data. Using social care framework you can pull social data feed containing post directly from the social channels and can associate a social post with an existing Microsoft Dynamics CRM record. More information: Social entities

Create packages for the Package Deployer tool


Use the CRM SDK package deployment template in Visual Studio to create a package that can contain multiple solutions and data files, and then use the new Package Deployer tool to deploy the package to CRM servers. More information: Create packages for the CRM Package Deployer.

New types of calendars


The calendar entity has a new Type picklist attribute to define different types of calendars to support both service scheduling calendars and new calendars to support customer service capabilities. More information:Types of calendars

Enhancements to queues


The Queue entity has a new QueueViewType picklist attribute to define queues as either public or private. Private queues are visible only to the owner of the queue and to any other users or teams added as members to the queue. Public queues are visible by everyone. While you can still share and assign queues, the recommended way to control access to queues is to use these properties. More information: Queue entities

Discover the OAuth endpoint


The organization web service endpoint has been enhanced with the addition of an authority discovery feature. This enables your code to determine the authorization endpoint URL at run time instead of using a hardcoded URL value that could change in a future release. More information: Discover the OAuth endpoint URL.

New messages


The following messages are new in this release.

 

Request class nameMore information

AddPrincipalToQueueRequest

Adds the specified principal to the list of queue members. If the principal is a team, add each team member to the queue.

ApplyRoutingRuleRequest

Applies the active routing rule to an incident.

GenerateSocialProfileRequest

Returns an existing social profile record if one exists, otherwise generates a new one and returns it.

PickFromQueueRequest

Assigns a queue item to a user and optionally remove the queue item from the queue.

ReleaseToQueueRequest

Assigns a queue item back to the queue owner so others can pick it.

RemoveFromQueueRequest

Removes a queue item from a queue.

RenewEntitlementRequest

Renews an entitlement.

RetrieveUserQueuesRequest

Retrieves all private queues of a specified user and optionally all public queues.

RouteToRequest

Routes a queue item to a queue, a user, or a team.

New entities


New entities can be detected by querying the entity metadata IntroducedVersion property. Entities added in this release have the value “6.1.0.0”. To view the entity metadata for your organization, install the Metadata Browser solution described in Browse the metadata for your organization. You can also view the metadata for an uncustomized organization in the Excel file called EntityMetadata.xlsx included in the tools folder of the SDK download.

The following non-intersect entities are new in this release:

 

Schema nameMore information

ChildIncidentCount

For internal use only.

ConvertRule

For internal use only. Case Creation Rule defines the settings for automatic case creation

ConvertRuleItem

For internal use only. Case Creation Rule Item defines the individual conditions required for creating case automatically.

 

DependencyFeature

For internal use only.

Entitlement

Entitlement defines the amount and type of support a customer should receive.

More information: Entitlement entity messages and methods

EntitlementChannel

Entitlement Channel defines the amount and type of support for a channel.

More information: EntitlementChannel entity messages and methods

EntitlementTemplate

Entitlement Template contains predefined customer support terms that can be used to created entitlements for customers.

More information: EntitlementTemplate entity messages and methods

EntitlementTemplateChannel

Entitlement Template Channel contains predefined support terms for a channel to create entitlements for customers.

More information: EntitlementTemplateChannel entity messages and methods

MailboxStatistics

For internal use only. Mailbox Statistics stores data regarding Mailbox processing cycles

MetadataDifference

For internal use only.

QueueItemCount

For internal use only.

QueueMemberCount

For internal use only.

RoutingRule

For internal use only. Routing Rule Set defines routing rules to route cases to the right people at the right time

RoutingRuleItem

For internal use only. Rule Item defines conditions to apply rules.

SharePointData

For internal use only. SharePoint Data SharePoint's data corresponding to a user , record , location and page.

SharePointDocument

For internal use only. Document documents on a SharePoint server that can be managed in Microsoft Dynamics CRM.

SLA

For internal use only. SLA contains information about the tracked service-level KPIs for cases that belong to different customers.

SLAItem

For internal use only. SLA Item contains information about a tracked support KPI for a specific customer.

SocialActivity

Social Activity is an activity that is delivered using social protocols.

More information: SocialActivity entity messages and methods

SocialInsightsConfiguration

For internal use only.

SocialProfile

Social Profile is used to store social profile information of its associated account and contacts on different social channels.

More information: SocialProfile entity messages and methods

Query String parameter to control navigation bar or command bar


When you open a Microsoft Dynamics CRM 2013 application form or view in your application by setting a URL, there are new query string parameters that control whether or how the navigation pane or command bar are displayed. More information: URL Addressable Forms and Views

XRM Tooling: New APIs to build Windows client applications for CRM


XRM Tooling is a set of new APIs for building Windows client applications that provide a host of benefits such as thread-safe calls to CRM, Windows PowerShell support for connecting to CRM, a common login control for a consistent sign-in experience, and built-in diagnostic tracing support. More information: Build Windows client applications using the XRM tools