I know the SDK is available for use I have been customizing CRM for 3 years and havent touch the SDK. Any tips/suggestion on how to start using? or what the SDK is capable of doing?
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Hi,
To start with SDK development, I would suggest you to first download the SDK and go through the sample code.
www.microsoft.com/.../details.aspx
msdn.microsoft.com/.../gg309721.aspx
I really like the way PowerObjects have structured their content on the "CRM Book"- crmbook.powerobjects.com/extending-crm
You can use SDK to write custom code which includes JavaScript, Plugins, Custom Workflow and custom code to connect to external application. If you are looking for the steps then I would suggest the same sequence i.e.-
1. JavaScript (Basic): Consider a scenario where you have a type field in the form and based on that type field you need to show/ hide tabs. This is a very common requirement which you can do by writing some custom JavaScript.
msdn.microsoft.com/.../gg328255.aspx
2. JavaScript (Web API): Consider a scenario where when you create an opportunity, you want that the currency should be populated as same as the customer selected. This can be done using JavaScript Web API
You can download a tool to generate the JavaScript WEB API code on demand using an interface-
3. Plugins: Consider a scenario where when you create a new account, assign a random number to that account and create a task. This can be done with plugins.
msdn.microsoft.com/.../gg594416.aspx
4. Custom Workflow Activity: Consider a scenario where you want to have a common custom functionality say some math operation [Can take accept parameters and provides the output] which can be used as a step within Out of box workflow. This can be done creating custom workflow activities.
And lastly consider a scenario where you want to integrate your crm with an external application say your company website or a small console application. This can be done by creating a connection to your dynamics CRm and then performing the required CRUD operations-
msdn.microsoft.com/.../hh675400.aspx
Hope this helps.
Hi,
there are lots of resources, but you might start here:
msdn.microsoft.com/.../gg327974.aspx
As for what it's capable of doing - basically, you can register custom code to run on the CRM server (plugins and custom worfklow activities), or you can use SDK to connect to CRM from the external applications. In both cases, you can implement custom business logic in that code (you can run queries against CRM, you can update/create/delete records, you can start workflows, etc.. and you do all that using C#, for example)
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