Microsoft Dynamics CRM 2016 / 2015 / 2013 / 2011 SDK Example Index

SDK Organization Messages

Retrieves a collection of records. The query can be specified using a query expression or a FetchXML query.



Checks to see if the specified entity can be the primary entity (one) in a one-to-many relationship.

Checks to see if the specified entity can be the referencing entity (many) in a one-to-many relationship.
Creates a many-to-many relationship between two entities.

Deletes an option value from a list of options.
http://mileyja.blogspot.com/2011/03/working-with-optionset-values-in.html (JSCRIPT)
Returns the set of entities that can participate in a many-to-many relationship.

Returns the set of entities that are valid as the primary entity (one) from the specified entity in a one-to-many relationship. If no entity is specified, this message returns all entities that can be the primary entity in a one-to-many relationship.

Returns the set of entities that are valid as the related entity (many) to the specified entity in a one-to-many relationship. If no entity is specified, this message returns all entities that can be the related entity in a one-to-many relationship.

Inserts an option value into a list of options.

http://mileyja.blogspot.com/2011/03/working-with-optionset-values-in.html (JSCRIPT)
Inserts a status value into a list of status values.

Sets the order of a list of options.

Retrieves a time stamp indicating the last time that the metadata was changed.

Updates the metadata for an attribute.

Updates the metadata for an entity.

Updates the metadata for an option value.
http://mileyja.blogspot.com/2011/03/working-with-optionset-values-in.html (JSCRIPT)
Updates the metadata for a relationship.

Updates the metadata for a state value.

Adds an item to a campaign activity.

Adds an item to a campaign. The item added must be one of the following entity types: campaign, list, product, or salesliterature.

Adds a list of members to a list.

Adds a member to a list. The member added must be one of the following entity types: account, contact, or lead.

Adds a set of existing privileges to an existing role.

Adds recurrence information to an existing appointment to make it a recurring appointment master.
Adds a solution component to an unmanaged solution.

Deprecated. Establishes an association between a product and a substitute product.
Moves a record from a source queue to a destination queue.

Assigns the specified record to a new security principal (user). This changes the ownerid attribute of the instance.

Deprecated. Adds a link between two records in a many-to-many relationship.
Creates the attribute mappings between two entities.

Schedules or "books" an appointment.

Submits an asynchronous bulk delete job.

Submits an asynchronous duplicates detection job.

For internal use only.
Calculates the value of an opportunity that is in the "Won" state.

Calculates the total number of minutes spent on an incident (case).



Checks whether the incoming e-mail message is relevant to the Microsoft Dynamics CRM system.
Checks whether the incoming e-mail message should be promoted to the Microsoft Dynamics CRM system.
For internal use only.
Copies an existing contract and its line items.

Deprecated. Creates a compound entity (salesorder, invoice, quote, or duplicaterule) and its related entity (salesorderdetail, invoicedetail, quotedetail, or duplicaterulecondition).
Updates a duplicate detection rule and its conditions.
Deprecated. Updates a compound record (salesorder, invoice, quote or duplicaterule) and its related detail record (salesorderdetail, invoicedetail, quotedetail or duplicaterulecondition).
Converts a quote to a sales order.

Converts a sales order to an invoice.

Copies the information from one campaign response to another, and optionally creates a campaign response template.

Creates a static list from the specified dynamic list and adds the members that satisfy the dynamic list query criteria to the static list.

Copies the members from the source list to the target list without creating duplicates.

Creates a new entity form that is based on an existing entity form.

Creates the activities for a list.
Creates an exception for the recurring appointment instance.
Creates future unexpanded instances of a recurring appointment master.
Creates a workflow from a workflow template.

Deletes all partitions containing audit data created before a given end date.

Deletes instances of a recurring appointment master that have an Open state.
Creates an e-mail activity instance from an incoming e-mail message.
Creates an e-mail activity instance from the specified e-mail message.
Deprecated. Removes a link between two records in a many to many relationship.

Creates a bulk operation to distribute the activity, creating the appropriate activity for each member in the list for the specified campaign activity.
Executes a saved query (view) that has the specified ID.
Executes the user query (saved view) that has the specified ID.
Deprecated. Executes the specified Fetch XML query.
Converts the calendar rules to an array of available time blocks for the specified period.

Exports a managed or unmanaged solution.

Exports all translations for a specific solution to a compressed file.

Converts a query in Fetch XML to a QueryExpression.

Finds a parent resource group (scheduling group) for the specified resource groups (scheduling groups).
Generates an invoice from an opportunity.

Generates a quote from an opportunity.

Generates a sales order from an opportunity.

Retrieves all the time-zone definitions for the specified locale returning only the display name attribute.

Gets a decryption key.
Returns distinct values for a column in the source file that contains list values.
Retrieves the source-file column headings, or system-generated column headings, if the source file does not contain column headings.
Retrieves the products from an opportunity and copies them to the specified invoice.

Gets the quantity decimal value for a product.
Retrieves the products from an opportunity and copies them to the quote.

Gets the history limit for a report.
Retrieves the products from an opportunity and copies them to the sales order.

Retrieves the time-zone code for the specified localized time-zone name.

Returns a tracking token that can be then passed in as a parameter to the SendEmailRequestmessage.
Grants a security principal (user or team) access to the specified record.

Imports XML mappings and creates an import data map.
Submits an asynchronous job that uploads the transformed data into Microsoft Dynamics CRM.
Imports all translations from a compressed file.

Initializes a new record from an existing record.

Instantiates a filter.
Creates an e-mail message from a template.
Deprecated. Checks if Microsoft Great Plains is installed.
Determines whether a solution component is customizable.

Checks to see if the state transition is valid.

Retrieves the local time for the specified Universal Time Coordinate (UTC) time.
Locks the total price of products and services specified in the invoice. When the invoice pricing is locked, changes to underlying price lists (price levels) do not affect the prices for an invoice.

Locks the total price of products and services specified in the sales order (order). When the sales order pricing is locked, changes to underlying price lists (price levels) do not affect the prices for a sales order (order).

For internal use only.
For internal use only.
Sets the state of an opportunity to Lost.

Deprecated. Makes the report available to all users in the organization.
Deprecated. Makes the specified e-mail template available to the entire organization.
Deprecated. Makes the report unavailable to all users in the organization.
Deprecated. Makes the specified e-mail template no longer available to the entire organization.
Merges the information from two records of the same type.

Replaces the access rights on the target record for the specified security principal (user or team).
Submits an asynchronous job that parses all import files associated with the specified data import (import).
Processes marketing campaign e-mail responses.
For internal use only.
Distributes an activity to a quick campaign.
Submits an asynchronous job to publish a duplicate rule.

Qualifies a lead and creates an account, contact, or opportunity records that are linked to the originating lead.

Qualifies the specified member list and either overrides the list members or removes them according to the specified option.
Converts a query represented as a QueryExpression class to the equivalent query represented as FetchXML.

Searches multiple resources for an available time slot matching the specified parameters. This is similar to the QuerySchedule message but it works for multiple resources at one time.
Searches the specified resource for an available time slot matching the specified parameters.

Reassigns all records that are owned by the security principal (user or team) to another security principal (user or team).

Reassigns all records that are owned by the user to another security principal (user or team).

Recalculates the rollup attribute values for all goals in the goal hierarchy that contain a specified goal.
Removes an item from a campaign activity.

Removes an item from a campaign.

Removes a privilege from an existing role.

Deprecated. Removes the relationship between two records as defined by the target classes listed below. For example, remove the relationship between an invoice and a contact.
Removes a solution component to an unmanaged solution.

Deprecated. Removes the association between a product and a substitute product.
Replaces the privilege set of an existing role. This effectively deletes all existing privileges from the role and adds the new specified privileges.

Reschedules an appointment, service appointment or recurring appointment.
Resets the offline data filters for the calling user to the default filters for the organization.
Retrieves the absolute (complete) URL and the site collection URL of a SharePoint document location or SharePoint site.
Retrieves a collection of system users who report to the specified system user.

Retrieves the core application ribbons including the entity template.

Retrieves all changes to a specific attribute.

Retrieves the full audit details of a particular audit record.
Retrieves the list of auditing partitions.

Retrieves the list of available languages.

Retrieves all the business units in the business unit hierarchy.

Retrieves all the resource groups to which the specified resource belongs.
Retrieves the resource groups that contain the specified resource.
Retrieves a collection of services related to the specified set of services.
Retrieves the top ten knowledge base articles for the product specified.
Retrieves the top ten knowledge base articles for the subject specified.
Determines what dependencies will prevent deleting this component.

Retrieves any components that will become invalid if the solution is uninstalled.
Retrieves all components that depend on this component.
Retrieves the type of license for a deployment of Microsoft Dynamics CRM.

Retrieves the list of language packs installed on the server that have been disabled.
Detects and retrieves duplicate records for the specified record, provided duplicate detection is enabled and there are published duplicate detection rules for the entity.
Retrieves the ribbon definition used for a specific entity.

Retrieves the system forms for the specified user.

Retrieves the formatted results from an import job.
For internal use only.
Retrieves the list of language packs installed on the server.

Retrieves the version of an installed language pack.

Retrieves the number of licenses for a deployment of Microsoft Dynamics CRM.

Retrieves the localized labels for the specified attribute.
Retrieves the members of a bulk operation.
Deprecated. Retrieves the members of a team.
Retrieves a list of missing components for the target organization.
Verifies whether any solution components are not included in the solution but possibly should be for a complete solution to be exported.
Retrieves a collection of the parent resource groups of the specified resource group (scheduling group).
Retrieves the data from the parse table.
Retrieves the access rights the specified security principal (user or team) has to a record.

Retrieves all the secured attribute privileges a user or team has through direct or indirect (through team membership) associations with the FieldSecurityProfile entity.

Retrieves the set of privileges defined in the system.

Retrieves the version of the language packs installed on the server.

Retrieves the list of language packs installed on the server that are enabled.

Retrieves all changes to a specific entity.

Retrieves all components that this component requires.
Retrieves the privileges that are assigned to the specified role.

Retrieves all the security principals (users or teams) that have access to a record, together with their access rights to the record.

Retrieves a collection of the child resource groups of the specified resource group (scheduling group).
Deprecated. Retrieves all the team information for child business units of the specified business unit.
Deprecated. Retrieves all system users for the child business units of the specified business unit.
Retrieves the privileges for a team.

Deprecated. Retrieves a collection of teams of which the specified system user is a member.
Retrieves the current saved definitions of Web resources, organization-owned charts, or organization-owned dashboards, whether they have been published or not.
Retrieves the current saved definition of a Web resource, organization-owned chart, or organization-owned dashboard, whether is has been published or not.
Retrieves all the privileges a system user (user) has through his or her roles in the specified business unit.

Deprecated. Retrieves the system user settings for the specified system user.
Retrieves the version number of the Microsoft Dynamics CRM server.

Removes all access to a record for the specified security principal (user or team).

Retrieves all the records related to the specified record (account or contact). This applies to all activity entities, annotation (note), contract, incident (case), invoice, opportunity, quote and sales order (order) entities.

Finds all the document indexes that contain the specified text in the body.

Finds all the document indexes that contain the specified keywords.

Finds all the document indexes that contain the specified text in the title.

Searches for available time slots that fulfill the specified appointment request.
Sends bulk e-mail messages.
Sends an e-mail message using a template.
SendEmailRequest
Sends a fax.
Sends a bulk e-mail message that is created from a template.
Sets the business that owns the equipment.

Sets the business unit for the specified system user.

Sets the localized labels for the specified attribute.
Sets the parent (manager) for the specified business unit.

Sets the parent (manager) for the specified system user.

Sets the parent (manager) for the specified team.

Deprecated. Creates a link between an opportunity and an account, contact, or competitor.
Specifies in which areas of Microsoft Dynamics CRM the report can be run and viewed.
For internal use only.
Submits an asynchronous job to transform the parsed data.
Validates the configuration of a Windows Azure platform AppFabric solution’s service endpoint.
Uninstalls sample data for an organization.

Unlocks the price per unit for the products in the specified invoice.

Unlocks the price per unit for the products in the specified sales order (order).

Deprecated. Updates the user settings for a system user.
Retrieves the UTC time for the specified local time.
Validates a recurrence rule for a recurring appointment.
Validates that all the constraints of an appointment or service appointment are met.

Validates a saved query.
For internal use only.
Changes the state of a quote to Won.


DISCOVERY SERVICE MESSAGES
Retrieves the logged-on user's ID in Microsoft Dynamics CRM Online. This message is available in Microsoft Dynamics CRM Online only.

Retrieves information about a single organization.

Retrieves information about all organizations to which the user belongs.


DEPLOYMENT SERVICE MESSAGES

Adds a deployment service administrator account. The user must already exist in Active Directory.
Deletes a deployment or configuration settings record. You can also call the Delete method.
Retrieves values from the configuration database.
Retrieves all records for the specified deployment or configuration settings entity. You can also call theRetrieveAll method.
Retrieves the specified deployment or configuration settings record by name or by ID. You can also call theRetrieve method.
Tracks client access license (CAL) usage and server license usage.
Updates a writable setting in the configuration database.
Updates the product key.
Updates a deployment or configuration settings record. You can also call the Update method.


BeginCreateOrganizationRequestContains the data needed to initiate the asynchronous operation to create an organization.
BeginCreateOrganizationResponseContains the response from theBeginCreateOrganizationRequest.
BeginImportOrganizationRequestContains the data needed to begin the asynchronous operation to import an organization.
BeginImportOrganizationResponseContains the response from theBeginImportOrganizationRequest.
BeginUpdateOrganizationRequestContains the data needed to begin the asynchronous operation to update an organization.
BeginUpdateOrganizationResponseContains the response from theBeginUpdateOrganizationRequest.
BeginUpgradeOrganizationRequestContains the data needed to begin the asynchronous operation to upgrade an organization.
BeginUpgradeOrganizationResponseContains the response from theBeginUpgradeOrganizationRequest.


MISC TOPICS

- Get and Set Lookup Values in Jscript - http://mileyja.blogspot.com/2011/05/how-to-get-and-set-lookup-value-in.html

- JScript Debugging - http://mileyja.blogspot.com/2011/05/debugging-jscript-in-microsoft-dynamics.html

- Triggering a Plug-in from Jscript - http://mileyja.blogspot.com/2011/11/how-to-trigger-plug-in-from-jscript-in.html

- VB.NET SOAP Logger - http://mileyja.blogspot.com/2012/01/microsoft-dynamics-crm-2011-soap-logger.html