CRM Software Development Kit (SDK)

Microsoft CRM has a Software Development Kit (SDK) available online and for download. Some of the SDK highlights include:

Marketing Automation
Marketing campaigns driven through sales:

  • Marketing list management
  • Campaign templates
  • Campaign management

Service Management
Powerful management across service resources:

  • Service scheduling engine
  • Global appointment book for resource and workforce planning

User Interface Improvements
Delivering on ease-of-use promise:

  • Faster data input with fewer clicks, in-line notes, attachments, and the save and new command
  • Faster data access (roll-up, quick find, advanced find)
  • Data cleanliness (merge)
  • Richer activity model (activity management)
  • Intuitive unified toolbar across all grids

Integration with Microsoft Office
Delivering the best CRM for Office:

  • Seamless integration, full functionality in Outlook
  • IBF to surface CRM data and actions in Office
  • Reporting through Microsoft SharePoint, Microsoft Excel, and Microsoft Access

Integration with Microsoft Outlook
Deeper and richer Outlook integration:

  • The premier Microsoft CRM 3.0 client for sales, service, and marketing
  • New online only multi-user Outlook client
  • Support for custom entities
  • Control over which data can go offline and which data is synchronized
  • Faster page load
  • Faster synchronization

Reporting
Now includes the full power of Microsoft SQL Server:

  • SQL Reporting Services Report Engine
  • Filtered database views for other reporting tools
  • Strong Microsoft Office integration and analysis

"No Fail" setup
Simple and reliable application installation:

  • Environmental Diagnostics Wizard for validation
  • Repair and rollback support
  • Group policy support for desktops using Microsoft CRM 3.0 client for Microsoft Office Outlook
  • Ability to create new report servers or connect to existing ones

Small Business deployments
Minimal involvement by application installer

  • "Name and Key" installation - the rest is automated
  • Optimized for Windows Small Business Server 2003

IT improvements
Enhanced support for existing corporate networks and policies:

  • Leverage Active Directory for authentication only
  • New Exchange architecture for e-mail tracking and routing
  • Enhanced application security
  • Fault tolerance support for Microsoft CRM 3.0, e-mail, and database servers

Customization tools
Support for tailoring closely to business needs without writing code:

  • Customize activities
  • Customize, rename, add, and delete new entities
  • Add and delete new attributes
  • Increased capacity for new attributes
  • Customize cascading behavior for operations
  • Customize relationships and mappings
  • Workflow for business process automation

Application extensibility
Custom integrations and vertical solutions through code:

  • Extend the application UI – Navigation, toolbar, grid actions in a single configuration file for both Web and Outlook clients
  • Outlook menu extensions
  • Transactional callouts on mid-tier for business logic
  • Write client side code for enhanced usability
  • Call Web services from workflow for cross-system support

New SDK
New SDK supports a strong partner community:

  • New Web service architecture based on service-oriented architecture (SOA) and WSDL standards
  • APIs to support ISVs such as import, export, and publish APIs

See https://msdn2.microsoft.com/en-us/library/aa682866.aspx for the online version.

The Downloadable SDK is available here: https://www.microsoft.com/downloads/details.aspx?familyid=9c178b68-3a06-4898-bc83-bd14b74308c5

The Microsoft Dynamics CRM Developer Center includes links to more information, including links to newsgroups.

See https://msdn2.microsoft.com/en-us/dynamics/crm/bb501031.aspx.

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