Key to Entity Diagrams

Key to Entity Diagrams

The following is the key to the entity model diagrams shown in the Microsoft Dynamics CRM SDK documentation. Notice that the relationships to the organization, business unit, and user (systemuser) entities have been filtered out to simplify the diagrams. The color coding shows if the entity is owned by one of these entities.

All entity diagrams in the SDK were generated using the metadata diagram full sample that reads the metadata and uses Microsoft Visio to draw an entity relationship diagram. For more information, see List of Samples in the SDK Download.

 

List of Samples in the SDK Download

List of Samples in the SDK Download

The SDK download contains the following full samples demonstrating the use of features in the SDK, complete with Microsoft Visual Studio solutions, ready for you to build and integrate into Microsoft Dynamics CRM. The download is located at http://go.microsoft.com/fwlink/?LinkID=102966&clcid=0x409.

The how to samples can be found in this section. The reference samples can be found with each message and method documented in the SDK. In addition, the download includes the full samples described below.

Server Sample Code

The following table lists the full samples included in the download in the folder SDK/Server/FullSample.

Folder nameDescriptionOnlineOfflinePluginThis sample shows how to write an online plug-in and an offline plug-in which work together to perform the same operation only one time.

When a plug-in is registered for both online and offline execution, the plug-in could be executed twice. If the plug-in executes while offline it will be executed again when the client goes online and synchronizes with the Microsoft Dynamics CRM server. This sample demonstrates a simple technique to examine the CallerOrigin property of the plug-in context to determine if the offline plug-in has already executed and performed the desired operation.

CustomWorkflowActivityThis custom workflow activity can be configured to fire when an opportunity's "Est. Close date" is updated. The code in the assembly will check to see if the estimated close date has changed by more than 10 days, and will send an e-mail alert if it has.DataBindingThis sample demonstrates how to bind the results of a retrieve or query to a WinForm data grid.DataMigrationThis sample shows how to use data migration with a complex mapping.ImportExportPublishThis sample includes an XML file with Bank Accounts and Safe Deposit Boxes as new entities that need to be imported. The sample shows the following process:

1. Export current customizations for the purposes of providing a backup
2. Import the included XML file that contains new customizations.
3. Publish the imported customizations.

MetadataDiagramThis sample command line tool creates a Microsoft Office Visio diagram detailing relationships between Microsoft Dynamics CRM entities.

First, this sample reads all the entity names from the parameter list or defaults to all entities. It creates a Visio object for the entity, and for each entity related to the entity, and then it links them together. Finally, the file is saved.

MultiCurrencyPluginThis sample demonstrates how to override the built-in RetrieveExchangeRate plug-in with a custom RetrieveExchangeRate plug-in. The custom plug-in allows for tracking orders that happened in the past. In this scenario, orders are initially tracked on paper. At a later point in time, when the user creates this order in Microsoft Dynamics CRM, the user wants to specify a past exchange rate that is relevant at the time the order was created on paper.PluginInstallerThis sample contains an installer for a plug-in.PluginPostInvoiceThis sample contains a post-event plug-in for an invoice to update a custom field (Year To Date Revenue) to be the total amount of all invoices during the current Fiscal year for the customer.PluginPreAccountThis sample shows how to use pre-event plug-in on Accounts to auto-generate the account number. UsingHelpersThis sample demonstrates how to use the helper code to create a query and to instantiate types.

Client Sample Code

The following table lists the full samples included in the download in the folder SDK/Cient/FullSample.

Folder nameDescriptionActivityEventsThe phone call activity form is customized to include a customer field named Call Type with the following values:

• Cold Call
• Screening
• Call-back
• Follow-up
• Other

On the customized phone call form, the duration and a custom field named Other Call Type is disabled. If the user chooses Other, the Other Call Type field is changed to be enabled and required.

DynamicPicklistsUsing the OnChange method, when the Industry value is changed, the Sub-Industry picklist is filtered. If an Industry is chosen that does not contain a sub-industry, the sub-industry field is disabled.