Microsoft CRM SDK

CRM 3.0

Welcome to the Microsoft® Business Solutions CRM Software Development Kit (SDK). This SDK contains a wealth of resources, including code samples, that are designed to help you build powerful vertical applications using the Microsoft CRM platform. For a brief introduction to the Microsoft CRM architecture and its key components, see Overview.

The Microsoft CRM SDK also includes documentation that provides a wide range of instructive and practical information. In addition to a comprehensive class library reference, the documentation offers conceptual overviews, integration details, database schemas, and sample code. To help you locate the information that interests you the most, the following sections list the main areas of the documentation.

Before you can use this SDK effectively, it is very important that you have Microsoft CRM installed. To ensure a successful installation, follow the detailed procedures in the Readme and Microsoft Customer Relationship Management Implementation Guide. These documents, located on the Documentation CD, describe the essential steps to setting up the environment prior to installing Microsoft CRM.

Release History

For detailed information on changes, see What's New.

Release Date
Version 1.4, July 2003
Version 1.3, May 2003
Version 1.2, April 2003
Version 1.1, February 2003
Version 1.0, January 2003

Initial release

The Microsoft CRM SDK Documentation

Getting Started

Offers strategies to help you use this SDK quickly and efficiently.


Summarizes the fundamentals of Microsoft CRM.

Security Model

Describes the details of the Microsoft CRM security model.

Object Model

Describes the details of the objects used in the Microsoft CRM SDK.

Application Integration

Describes the methods that you can use to add your own menus and toolbars to the Microsoft CRM application. This section also describes how to open Microsoft CRM forms by using a URL.

Data Migration

Describes the structure of the Common Data Format (CDF) database used to prepare data for migration to Microsoft CRM using the Microsoft CRM Data Migration Framework.

How To

Provides sample code that shows you how to perform some common tasks by using the Microsoft CRM class library.


Provides complete reference documentation for the Microsoft CRM SDK, including the following main sections:

  • Class Library

    Supplies syntax, code examples, and related information for each class contained in the Microsoft CRM SDK.

  • Error Codes

    Contains a complete list of error return codes.

  • Schemas

    Documents the Microsoft CRM metabase schema, the Fetch XML schema, and the ColumnSet schema.

  • Workflow Reference

    Provides detailed information on how to build custom workflows.

  • Glossary

    Provides concise definitions for key Microsoft CRM terms.

Additional Information

You can find additional information about Microsoft CRM on the PartnerSource Web site located at

You can also find additional information in the following documents:

Microsoft CRM Getting Started Guide

Provides information to guide you through the initial steps when you begin using Microsoft CRM.

Microsoft CRM Implementation Guide

Provides the step-by-step information you need to implement Microsoft CRM successfully in your organization.

Microsoft CRM Deployment Manager Help

Provides information about how to use Deployment Manager to customize your database schema, manage Microsoft CRM servers, and manage Microsoft CRM licenses.

Microsoft CRM Data Migration Framework Guide

Provides step-by-step instructions for planning data migration and for using the tools in the Data Migration Framework to migrate your data to Microsoft CRM.

Web Sites

Developing with Visual Studio .NET

Find out about designing, developing, debugging, testing, deploying, and managing applications created with Microsoft Visual Studio® .NET. This Web site is located at

XML Document Object Model

Find out how to work with in-memory XML documents. This information is needed for using many of the methods found in the Microsoft CRM application programming interface (API). This Web site is located at

Active Directory

Find out about Active Directory®, the Microsoft® Windows® operating system directory service that is designed for distributed computing environments. This Web site is located at

© 2003 Microsoft Corporation. All rights reserved.