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SDK Release History for V5.0.7

[Applies to: Microsoft Dynamics CRM 2011]

This page contains the list of significant changes made to the SDK Version 5.0.7, October 2011 for Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online.

TipTip
This is not the current version. To find the release history for the current version, see Release History.

 

New and updated topics Description of changes

Microsoft_Dynamics_CRM_2011_SDK_Readme.htm

Updated the readme with information for Microsoft Dynamics CRM 2011 Update Rollup 5 and the Microsoft Dynamics CRM Online November 2011 Service Update. For on-premises customers, updates and hotfixes can be installed automatically from Microsoft Update. You can also search for updates on the Microsoft Download Center. For online customers, update rollups will be deployed automatically to your organization.

SDK\Bin

Updated the assemblies for Microsoft Dynamics CRM 2011 Update Rollup 5 and the Microsoft Dynamics CRM Online November 2011 Service Update. For on-premises customers, updates and hotfixes can be installed automatically from Microsoft Update. You can also search for updates on the Microsoft Download Center. For online customers, update rollups will be deployed automatically to your organization.

SampleCode\CS\HelperCode\CrmServiceHelpers.cs
SampleCode\VB\HelperCode\CrmServiceHelpers.vb

Added initial support for managed user identities in Microsoft Office 365 . More information to be provided in the next (5.0.8) SDK release. Applied security related code review fixes.

SampleCode\CS\HelperCode\MyOrganizationCrmSdkTypes.cs
SampleCode\VB\HelperCode\MyOrganizationCrmSdkTypes.vb
SampleCode\CS\HelperCode\OptionSets.cs
SampleCode\VB\HelperCode\OptionSets.vb
Tools\Message-entity support for plug-ins.xlsx

Updated helper code and supported plug-in messages list for Microsoft Dynamics CRM 2011 Update Rollup 5 .

SampleCode\CS\Metadata\OptionSets\DumpOptionSetInfo.cs
SampleCode\VB\Metadata\OptionSets\DumpOptionSetInfo.vb

Corrected the sample so that a retrieve of OptionSetMetadata outputs BooleanOptionSetMetadata with the picklist OptionSetType . Added code to demonstrate how to retrieve the BooleanOptionSetType data.

SampleCode\[CS & VB]\Silverlight\CrmAssociateDisassociateSilverlight\
SampleCode\[CS & VB]\Silverlight\CrmODataSilverlight\
SampleCode\[CS & VB]\Silverlight\RESTEndpointPagingSilverlight\
SampleCode\[CS & VB]\Silverlight\RESTSilverlightContactEditor\
SampleCode\JS\RESTEndpoint\JQueryRESTDataOperations\
SampleCode\JS\RESTEndpoint\JScriptRESTAssociateDisassociate\
SampleCode\JS\RESTEndpoint\RESTEndpointPaging\
SampleCode\JS\RESTEndpoint\RESTJQueryContactEditor\
SampleCode\JS\SOAPForJScript\SOAPForJScript\

As part of a review of sample code for security best practices, code used in these samples was updated to demonstrate best practices for security. The following types of changes were applied:

  • Validation of method parameter values.

  • Encoding of strings entered through the user interface.

  • Encoding of strings passed back to the user interface.

  • Removal of unused code.

Tools\PluginRegistration

Updated the Plug-in Registration tool to address the following issues:

  • The token expiration time is corrected. Previously, the token expired prematurely because the tool used the local time zone, while the token used UTC.

  • After you locate an assembly in the plug-in registration form, the assembly now loads automatically.

Activity Feeds Entities

Sample: Collaborate with Activity Feeds

SampleCode\CS\BusinessDataModel\ActivityFeeds\WorkingWithActivityFeeds.cs
SampleCode\VB\BusinessDataModel\ActivityFeeds\WorkingWithActivityFeeds.vb

Added documentation for a new feature that helps to promote internal collaboration and connect with people. This feature is available in Microsoft Dynamics CRM 2011 Update Rollup 5 and the Microsoft Dynamics CRM Online November 2011 Service Update. The sample code shows how to create posts with comments and mentions, follow Microsoft Dynamics CRM records and retrieve information for the personal wall and record wall.

Audit User Access

Sample: Audit User Access

UserAccessAuditDetail

Added a topic and sample code on how to audit user access. Marked the public class UserAccessAuditDetail for internal use only. This feature is available in Microsoft Dynamics CRM 2011 Update Rollup 5 and the Microsoft Dynamics CRM Online November 2011 Service Update.

Custom Email Providers for Microsoft Dynamics CRM

Added clarification that types of messaging other than email are not supported.

Browse the Metadata for Your Organization

SDK\Tools\MetadataBrowser\MetadataBrowser_1_0_0_3_managed.zip

Updated the Entity Metadata Browser to version 1.0.0.3. Changes include:

  • Removed navigation from SiteMap so that it is not included in solutions.

  • Added the Entity Metadata Browser page as the configuration page for the solution and added an Add To Favorites button so it can more easily be launched outside the Web application.

  • Fixed an issue where the LookupAttributeMetadata.Targets property value was not displayed.

Configure Data Import

Updated the topic with the recommendation to use the Web application for data export and import when updating records in Microsoft Dynamics CRM .

Developer Tools

Browse the Metadata for Your Organization

Create Extensions for the Code Generation Tool

Created a new section to combine the documentation for all Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online developer tools in one location.

Developer Toolkit for Microsoft Dynamics CRM

The Developer Toolkit for Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online version 1.0 is now released and is included in the SDK download package in the folder SDK\Tools\DeveloperToolkit and documentation for this tool is now included in this help file.

Helper Code: Enumerations for Option Sets

Global Option Set Metadata Values

Added a new topic that demonstrates how to use the enumerations and provides a mapping to each place that the enumerations can be used. Updated the global option set information to provide information about where they are used.

Ignore Blank Values and Inactive Records in Duplicate Detection

Added a topic in the duplicate detection documentation that explains how to ignore blank values and inactive records when searching for duplicates.

RDL Sandboxing for Microsoft Dynamics CRM Online

Added a new topic in reporting that explains how to use RDL sandboxing in Microsoft Dynamics CRM Online .

Sales Literature Entities

Corrected the display name in all sales literature topics.

Sample: Close an Incident

SampleCode\CS\BusinessDataModel\Service\CloseAnIncident.cs
SampleCode\VB\BusinessDataModel\Service\CloseAnIncident.vb

Added sample code that shows how to process and close an incident (case) with a case resolution.

Sample: Convert Queries Between Fetch and Query Expression

SampleCode\CS\GeneralProgramming\Queries\
FetchXmlAndQueryExpressionQueryConversion.cs
SampleCode\VB\GeneralProgramming\Queries\
FetchXmlAndQueryExpressionQueryConversion.vb

Added sample code that shows how to convert queries between FetchXML and Query Expression.

Sample: Create, Retrieve, Update and Delete Using the REST Endpoint with JavaScript

SampleCode\JS\RESTEndpoint\JavaScriptRESTDataOperations\*.*

Refactored this sample to use a generic library for data operations. Added the HTML web resources as the configuration page for the managed solution so it is easier to run the sample directly from the managed solution.

Sample: Distribute Campaign Activities to Qualified Marketing List

SampleCode\CS\BusinessDataModel\Marketing\
DistributeCampaignFromMarketingList.cs
SampleCode\VB\BusinessDataModel\Marketing\
DistributeCampaignFromMarketingList.vb

Added sample code that shows how to distribute campaign activities to the qualified members of the marketing list.

Sample: Enable Duplicate Detection and Retrieve Duplicates

SampleCode\CS\DataManagement\DuplicateDetection\
EnableDuplicateDetectionAndRetrieveDuplicates.cs
SampleCode\VB\DataManagement\DuplicateDetection\
EnableDuplicateDetectionAndRetrieveDuplicates.vb

Added sample code to show how to enable duplicate detection and retrieve duplicate records.

Sample: Export and Import a Data Map

SampleCode\CS\DataManagement\DataImport\
UsingExportAndImportMappings.cs
SampleCode\VB\DataManagement\DataImport\
UsingExportAndImportMappings.vb

Added sample code to show how to create an import map (data map) in Microsoft Dynamics CRM , export it as an XML formatted data , import modified mappings and create a new import map based on the imported mappings.

Sample: Export Ribbon Definitions

SampleCode\CS\Client\Ribbon\ExportRibbonXml\ExportRibbonXml.cs
SampleCode\VB\Client\Ribbon\ExportRibbonXml\ExportRibbonXml.vb

Added sample code that shows how to export Ribbon definitions using the RetrieveApplicationRibbonRequest and RetrieveEntityRibbonRequest messages.

Sample: Fulfill a Sales Order

SampleCode\CS\BusinessDataModel\BusinessManagementSampleCode\
FulfillSalesOrder.cs
SampleCode\VB\BusinessDataModel\BusinessManagementSampleCode\
FulfillSalesOrder.vb

Added sample code to show how to create a sales order and then close the order by fulfilling it.

Sample: Import Data Using Complex Data Map

SampleCode\CS\DataManagement\DataImport\ImportWithCreate.cs
SampleCode\VB\DataManagement\DataImport\ImportWithCreate.vb
SampleCode\CS\datamanagement\DataImport\BulkImportHelper.cs
SampleCode\VB\datamanagement\DataImport\BulkImportHelper.vb

Added sample code that shows how to create new records in Microsoft Dynamics CRM by using data import with a complex data map.

Sample: Merge Two Records

SampleCode\CS\BusinessDataModel\BusinessManagementSampleCode\Merge.cs
SampleCode\VB\BusinessDataModel\BusinessManagementSampleCode\Merge.vb

Added sample code that shows how to merge two entity records.

Sample: Qualify a Lead

SampleCode\CS\BusinessDataModel\BusinessManagementSampleCode\
WorkingWithLeads.cs
SampleCode\VB\BusinessDataModel\BusinessManagementSampleCode\
WorkingWithLeads.vb

Added sample code that shows how to qualify a lead and create an account, contact, or opportunity based on this lead.

Sample: Retrieve Time Zone Information

SampleCode\CS\BusinessDataModel\BusinessManagementSampleCode\
WorkingWithTimeZones.cs
SampleCode\VB\BusinessDataModel\BusinessManagementSampleCode\
WorkingWithTimeZones.vb

Added sample code to show how to retrieve time zone information.

Sample: Share Records Using GrantAccess, ModifyAccess and RevokeAccess Messages

SampleCode\CS\GeneralProgramming\EarlyBound\UserAccess.cs
SampleCode\VB\GeneralProgramming\EarlyBound\UserAccess.vb

Added sample code to show how to share records using GrantAccessRequest , ModifyAccessRequest , and RevokeAccessRequest messages.

Sample: Process Quotes, Sales Orders and Invoices

SampleCode\CS\BusinessDataModel\BusinessManagement\
ProcessingQuotesAndSalesOrders.cs
SampleCode\VB\BusinessDataModel\BusinessManagement\
ProcessingQuotesAndSalesOrders.vb

Added code showing how to create an opportunity, win it, and convert it to a quote.

Sample: Validate Record State and Set the State of the Record

SampleCode\CS\BusinessDataModel\BusinessManagementSampleCode\
ValidateAndSetState.cs
SampleCode\VB\BusinessDataModel\BusinessManagementSampleCode\
ValidateAndSetState.vb

Added sample code that shows how to validate a change of state of an entity and set a state of an entity.

SDK Extensions for Microsoft Dynamics CRM

Created a new topic to contain the documentation for all extensions to the core SDK.

Security Role UI to Privilege Mapping

Privileges Not Associated with an Entity

Privileges by Entity

Added a new topic showing the mapping of the information in the security role editor to the underlying privilege name. Added “entity privileges” topics for a number of internal entities that were hidden from the user interface in Microsoft Dynamics CRM 4.0 , but are now exposed in Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online .

Supported Extensions for Microsoft Dynamics CRM

Added the following to the list of Unsupported Customizations : Customizing the application Help content for on-premises Microsoft Dynamics CRM 2011 is not supported in this release.

Supported Messages and Entities for Plug-ins for Microsoft Dynamics CRM

Added a statement that sending message requests to create or update metadata from plug-in code is not supported.

SystemUser (User) Entity Messages and Methods

Helper Code: SystemUserProvider Class

Added a note indicating that you can programmatically create a system user record for Microsoft Dynamics CRM Online as long as the Microsoft account already exists. However, there is no programmatic way to send an invitation to the new user.

Tutorials for Learning About Development for Microsoft Dynamics CRM

Removed the hands-on labs from the SDK download package. To download the training course, go to Dynamics CRM 2011 Developer Training Course .

Understand Dialogs

Added information on new features: date and time data type, dynamic links, and lookups.

Xrm.Page.data.entity Attribute Methods

Added Set Lookup Attribute Value to provide a sample helper function to set simple lookup attribute values using the setValue method.

See Also

Microsoft Dynamics CRM 2011
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