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| 1 | C:\Araxis_Merge_Comprasion\Pub_un\BTSSS_CIF_122016.zip\BTSSS_CIF_12_20_16\clean\CRM\trunk\SDK\SampleCode | Readme.docx | Tue Dec 20 19:51:48 2016 UTC |
| 2 | Wed Feb 1 19:57:06 2017 UTC |
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| 1 | Microsoft Dynamics C RM 2016 SD K | |||||
| 2 | Sample Cod e Readme | |||||
| 3 | ||||||
| 4 | Overview1 | |||||
| 5 | Instructio ns1 | |||||
| 6 | Samples th at Require Additiona l User Acc ounts1 | |||||
| 7 | Known Issu es1 | |||||
| 8 | Change His tory1 | |||||
| 9 | Copyright1 | |||||
| 10 | ||||||
| 11 | ||||||
| 12 | Overview | |||||
| 13 | This docum ent gives you inform ation abou t how to b uild and r un the sam ples inclu ded in thi s SDK. Typ ically, yo u open the sample’s solution o r project file in Mi crosoft Vi sual Studi o 2012 or later and press F5 t o run a sa mple. | |||||
| 14 | The sample s work wit h all supp orted Micr osoft Dyna mics CRM d eployments . All samp les use th e helper c ode in the SampleCod e\CS\Helpe rCode or S ampleCode\ VB\HelperC ode folder s to handl e connecti ng to and authentica ting with the Micros oft Dynami cs CRM ser ver. | |||||
| 15 | In that sa me helper code folde r is a fil e named My Organizati onCrmSdkTy pes. This file conta ins the ea rly-bound entity typ es, for ex ample, Acc ount and C ontact, an d was gene rated usin g the CrmS vcUtil.exe program l ocated in the SDK\Bi n folder. The file i s included (linked) in all Vis ual Studio projects that use e arly-bound entity ty pes and wi ll help yo u start co ding. You can genera te and use your own early-boun d types fi le in your projects at any tim e. | |||||
| 16 | ||||||
| 17 | Instructio ns | |||||
| 18 | The follow ing instru ctions app ly to most of the SD K samples. If a samp le’s folde r contains a Readme file, foll ow the ins tructions provided i n that fil e. | |||||
| 19 | ||||||
| 20 | To build a nd run a s ample, fol low these steps: | |||||
| 21 | Double-cli ck the sam ple’s solu tion (.sln ) file in Windows Ex plorer to open the s ample’s pr oject in V isual Stud io. If a s olution fi le does no t exist, d ouble-clic k the samp le’s proje ct (.cspro j or .vbpr oj) file i nstead. | |||||
| 22 | Open the p roject’s p roperties by right-c licking th e project in Solutio n Explorer and selec ting Prope rties. | |||||
| 23 | If there i s more tha n one samp le class i n the proj ect, you m ust choose which one will be e xecuted. S elect a sa mple class to execut e from the Startup o bject drop -down list . | |||||
| 24 | Press F5 t o build an d run the sample or select Bui ld Solutio n in the B uild menu to build i t. | |||||
| 25 | Enter the following informatio n at the p rompts: | |||||
| 26 | ||||||
| 27 | Prompt | |||||
| 28 | Descriptio n | |||||
| 29 | Enter a CR M server n ame and po rt [crm.dy namics.com ] | |||||
| 30 | Type the n ame of you r Microsof t Dynamics CRM serve r. The def ault is cr m.dynamics .com. | |||||
| 31 | Example: m yservernam e (on-pre mises) | |||||
| 32 | Example: m yservernam e:5500 (on -premises) | |||||
| 33 | Example: c rm.dynamic s.com (on line) | |||||
| 34 | Example: c rm4.dynami cs.com (o nline) | |||||
| 35 | Example: d ev.myserve rname.com (IFD) | |||||
| 36 | Is this se rver confi gured for Secure Soc ket Layer (https) (y /n) [n] | |||||
| 37 | Type y if the URL yo u use to a ccess Micr osoft Dyna mics CRM 2 016 begins with http s://, othe rwise defa ult is n. | |||||
| 38 | Is this or ganization provision ed in Micr osoft Offi ce 365 (y/ n) [n] | |||||
| 39 | Type y if this is an Microsoft Online Se rvices (MO S) provisi oned organ ization, o therwise d efault is n. | |||||
| 40 | Enter doma in\usernam e | |||||
| 41 | For Micros oft Dynami cs CRM 201 6 on-premi ses, type your netwo rk domain and user n ame separa ted by a b ackslash ( \). | |||||
| 42 | Example: m ydomain\ta dams | |||||
| 43 | ||||||
| 44 | For Micros oft Dynami cs CRM Onl ine, type your Micro soft accou nt or Micr osoft Onli ne Service s username . | |||||
| 45 | Example: t erryadams@ live.com | |||||
| 46 | Example: t erryadams@ xxx.onmicr osoft.com | |||||
| 47 | ||||||
| 48 | If you jus t press <E nter> for the userna me, the pr ogram will attempt t o use your saved cre dentials. If there a re none, i t will fai l. | |||||
| 49 | Enter pass word | |||||
| 50 | Type your password. | |||||
| 51 | Specify an organizat ion number (1-n) [1] | |||||
| 52 | From the l ist of org anizations shown tha t you belo ng to, typ e the corr esponding number. Th e default is 1, indi cating the first org anization in the lis t. | |||||
| 53 | Do you wan t these en tity recor ds deleted ? (y/n) [y ] | |||||
| 54 | Type y for yes and n for no. T he default is y. Aft er the pro gram runs, you can c hoose to d elete any records th at were cr eated, or you can le ave them t o view in the Web ap plication or Microso ft Dynamic s CRM for Microsoft Office Out look. | |||||
| 55 | Press Ente r to exit | |||||
| 56 | Press Ente r to exit the progra m. | |||||
| 57 | ||||||
| 58 | After the first run of an SDK console ba sed sample , the serv er, organi zation, an d user nam e informat ion you en tered when prompted is saved i n an XML c onfigurati on file fo r re-use t he next ti me you run a sample. This feat ure remove s the need to enter that infor mation aga in as you run additi onal sampl es. After the first sample run , the cons ole prompt s are as f ollows. | |||||
| 59 | Prompt | |||||
| 60 | Descriptio n | |||||
| 61 | Specify th e saved se rver confi guration n umber (1-x ) [x]: | |||||
| 62 | Enter zero (0) to cr eate a new server co nfiguratio n and foll ow the pro mpts as sh own in the table abo ve. Otherw ise, enter the numbe r of a sav ed configu ration as shown in t he display ed list. | |||||
| 63 | Enter Pass word: | |||||
| 64 | If prompte d, type yo ur passwor d. The cha racters wi ll show as “*” in th e window. | |||||
| 65 | Do you wan t these en tity recor ds deleted ? (y/n) [y ] | |||||
| 66 | Type y for yes and n for no. A fter the p rogram run s, demonst rating cre ate, retri eve and up date of an account r ecord, you can choos e to delet e the reco rd that wa s created, or you ca n leave it so that y ou can vie w it in th e Web appl ication or Microsoft Dynamics CRM for Mi crosoft Of fice Outlo ok. | |||||
| 67 | Press Ente r to exit | |||||
| 68 | Press Ente r to exit the progra m. | |||||
| 69 | ||||||
| 70 | ||||||
| 71 | Important Notes | |||||
| 72 | All sample s target t he Microso ft .NET Fr amework 4. 5.2, which must be i nstalled o n your dev elopment c omputer. | |||||
| 73 | All sample s make use of NuGet packages t o obtain t he CRM SDK and other assemblie s. A conne ction to t he interne t is requi red for th ese packag es to auto matically be downloa ded prior to a build . | |||||
| 74 | The sample files are not inten ded to be used in a production environme nt. You sh ould deplo y this sam ple to a t est enviro nment and examine it for inter action or interferen ce with ot her parts of the sys tem. | |||||
| 75 | Before you deploy th is sample to a produ ction envi ronment, m ake sure t hat you co nsider the existing customizat ions you m ay have im plemented in Microso ft Dynamic s CRM 2016 . | |||||
| 76 | A small nu mber of sa mples requ ire additi onal (fict itious) sy stem user accounts t o exist on the Micro soft Dynam ics CRM se rver other than the system use r account running th e sample. For more i nformation , see the following section. | |||||
| 77 | Samples ex ecuting on -premises that creat e fictitio us user ac counts wil l prompt f or a Light weight Dir ectory Acc ess Protoc ol (LDAP) path. For example, a server ad dress of a .b.c.com w ould have a path val ue of LDAP ://a/DC=b, DC=c,DC=co m. | |||||
| 78 | ||||||
| 79 | Samples th at Require Additiona l User Acc ounts | |||||
| 80 | The follow ing table lists the SDK sample s that req uire addit ional fict itious sys tem user a ccounts to exist, ot her than t he system user accou nt running the sampl e. The acc ounts must be in the target Mi crosoft Dy namics CRM organizat ion. | |||||
| 81 | ||||||
| 82 | Sample Cod e | |||||
| 83 | Role | |||||
| 84 | (Fictitiou s User) | |||||
| 85 | BusinessDa taModel\Go als\Overri deGoalTota lCount | |||||
| 86 | GeneralPro gramming\E arlyBound\ SharingRec ords | |||||
| 87 | FieldSecur ity\Retrie veSecuredF ieldsForAU ser | |||||
| 88 | Marketing Manager | |||||
| 89 | (Samantha Smith) | |||||
| 90 | Visualizat ionsAndDas hboards\As signVisual izationToU ser | |||||
| 91 | Visualizat ionsAndDas hboards\As signDashbo ardToUser | |||||
| 92 | GeneralPro gramming\E arlyBound\ BasicConte xtExamples | |||||
| 93 | GeneralPro gramming\A uthenticat ion\Impers onateWithO nBehalfOfP rivilege | |||||
| 94 | BusinessDa taModel\Go als\UsingQ ueriesToTr ackGoals | |||||
| 95 | BusinessDa taModel\Go als\Rollup AllGoalsFo rCustomPer iodAgainst TargetReve nue | |||||
| 96 | BusinessDa taModel\Go als\Rollup AllGoalsFo rFiscalPer iodAndStre tchedTarge tRevenue | |||||
| 97 | BusinessDa taModel\Sc heduleAndA ppointment \QuerySche duleOfMult ipleUsers | |||||
| 98 | BusinessDa taModel\Bu sinessMana gement\Wor kingWithNe gativePric es | |||||
| 99 | SampleCode \CS\Busine ssDataMode l\Schedule AndAppoint ment\Query ScheduleOf MultipleUs ers | |||||
| 100 | Sales Mana ger | |||||
| 101 | (Kevin Coo k) | |||||
| 102 | BusinessDa taModel\Go als\UsingQ ueriesToTr ackGoals | |||||
| 103 | BusinessDa taModel\Go als\Rollup AllGoalsFo rCustomPer iodAgainst TargetReve nue | |||||
| 104 | BusinessDa taModel\Go als\Rollup AllGoalsFo rFiscalPer iodAndStre tchedTarge tRevenue | |||||
| 105 | BusinessDa taModel\Bu sinessMana gement\Wor kingWithNe gativePric es | |||||
| 106 | Sales Pers ons | |||||
| 107 | (Nancy And erson) | |||||
| 108 | (David Bri stol) | |||||
| 109 | GeneralPro gramming\E arlyBound\ UserAccess | |||||
| 110 | Delegate | |||||
| 111 | (Dan Wilso n) | |||||
| 112 | (Christen Anderson) | |||||
| 113 | BusinessDa taModel\Us ersAndRole s\AddRoleT oUser | |||||
| 114 | BusinessDa taModel\Us ersAndRole s\DisableO REnableUse r | |||||
| 115 | BusinessDa taModel\Us ersAndRole s\DoesUser BelongToRo le | |||||
| 116 | BusinessDa taModel\Us ersAndRole s\RemoveRo leFromUser | |||||
| 117 | BusinessDa taModel\Us ersAndRole s\Retrieve AUser | |||||
| 118 | ||||||
| 119 | No Role | |||||
| 120 | (Dan Park) | |||||
| 121 | BusinessDa taModel\Us ersAndRole s\CreateAU ser | |||||
| 122 | No Role | |||||
| 123 | (Darren Pa rker) | |||||
| 124 | ||||||
| 125 | For Micros oft Dynami cs CRM 201 6 on-premi ses, these fictitiou s user acc ounts will be create d automati cally by t he sample if the use r that run s the samp le has Sys tem Admini strator pr ivilege in Active Di rectory an d Microsof t Dynamics CRM. For Microsoft Dynamics C RM Online, you must manually c reate thes e fictitio us users i n the targ et organiz ation befo re running the sampl e. Alterna tely, you can modify the Sampl eCode\CS\H elperCode\ SystemUser Provider.c s or Sampl eCode\VB\H elperCode\ SystemUser Provider.v b files in the SDK d ownload to use syste m user acc ounts that already e xist in yo ur Microso ft Dynamic s CRM orga nization. Assign the se account s the role s indicate d in the a bove table . | |||||
| 126 | ||||||
| 127 | Known Issu es | |||||
| 128 | The follow ing sample s have kno wn issues that preve nt them fr om running correctly . These is sues will be fixed i n a future release o f the SDK. | |||||
| 129 | ||||||
| 130 | A bug in t he CrmServ iceHelpers .cs and Cr mServiceHe lpers.vb h elper code requires that when prompted f or a serve r name in the consol e window, the user e nters a se rver name of dev.ser verName fo r an IFD s erver. For example: dev.contos o.com. | |||||
| 131 | ||||||
| 132 | Change His tory | |||||
| 133 | ||||||
| 134 | 7.0 | |||||
| 135 | All sample s were upd ated to ta rget .NET Framework 4.5.2 and support th e 2015 rel ease. | |||||
| 136 | CRM SDK as sembly ref erences we re replace d by NuGet packages. | |||||
| 137 | ||||||
| 138 | 8.0 | |||||
| 139 | The ‘Quick Start with Simplifie d Connecti on’ sample has been updated to use Micro soft.Xrm.T ooling.Con nector for authentic ating with the web s ervices. T his change adds OAut h authenti cation sup port plus full run-t ime diagno stics of t he connect ion proces s. Diagnos tics are e nabled usi ng setting s in the a pp.config file. You can find t he sample in the SDK download under Samp leCode\CS\ QuickStart . | |||||
| 140 | ||||||
| 141 | Copyright | |||||
| 142 | This docum ent is pro vided "as- is". Infor mation and views exp ressed in this docum ent, inclu ding URL a nd other I nternet We b site ref erences, m ay change without no tice. You bear the r isk of usi ng it. | |||||
| 143 | ||||||
| 144 | Some examp les depict ed herein are provid ed for ill ustration only and a re fictiti ous. No re al associa tion or co nnection i s intended or should be inferr ed. | |||||
| 145 | ||||||
| 146 | This docum ent does n ot provide you with any legal rights to any intell ectual pro perty in a ny Microso ft product . You may copy and u se this do cument for your inte rnal, refe rence purp oses. | |||||
| 147 | ||||||
| 148 | © 2016 Mic rosoft Cor poration. All rights reserved. | |||||
| 149 | ||||||
| 150 | Microsoft, Active Di rectory, A ctiveX, Bi zTalk, Exc el, Great Plains, In ternet Exp lorer, JSc ript, Micr osoft Dyna mics, MSN, Outlook, PivotTable , PivotCha rt, Visual Basic, Vi sual Studi o, Windows , Windows Live, Wind ows Server , and Wind ows Vista are tradem arks of th e Microsof t group of companies . | |||||
| 151 | ||||||
| 152 | All other trademarks are prope rty of the ir respect ive owners . |
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