MSDN Library

Microsoft CRM Version 1.2 SDK

Welcome to the Microsoft® Business Solutions CRM Version 1.2 Software Development Kit (SDK). This SDK contains a wealth of resources, including code samples, 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 the Overview section.

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 Business Solutions CRM Implementation Guide. These documents, located on the Documentation CD, describe the essential steps to setting up the environment prior to installing Microsoft CRM.

Changes in Microsoft CRM Version 1.2

The following table provides a summary of the changes in Microsoft CRM version 1.2 that are relevant to this SDK.

Description of change Affected SDK topics
New assemblies for SDK Class Library
Updates in data migration Data Migration

Release History

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

Release Date
SDK Version 1.2.2, January 2005
SDK Version 1.2.1, April 2004
SDK Version 1.2.0, November 2003

Initial release for Microsoft CRM Version 1.2

The Microsoft CRM SDK Documentation

Getting Started

The Getting Started section offers strategies to help you use this SDK quickly and efficiently.


The Overview section summarizes the fundamentals of Microsoft CRM.

Security Model

The Security Model section describes the details of the Microsoft CRM security model.

Object Model

The Object Model section describes the details of the objects used in the Microsoft CRM SDK.

Application Integration

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

Post Callouts

The Post Callouts section documents the COM-based callout model for use in implementing custom business logic.

Data Migration

The Data Migration section describes the structure of the common data format (CDF) database used to prepare data for migration to Microsoft CRM using Microsoft CRM Data Migration Framework.

How To

The How To section provides sample code that shows you how to perform some common tasks by using the Microsoft CRM class library.


The Reference section provides complete reference documentation for the Microsoft CRM SDK, including the following main sections:

  • Class Library

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

  • Error Codes

    The Error Codes section contains a complete list of error return codes.

  • Schemas

    The Schemas section documents the Microsoft CRM metabase schema, the Fetch XML schema, and the ColumnSet schema.

  • Workflow Reference

    The Workflow Reference provides detailed information on how to build custom workflows.

  • Glossary

    The Glossary provides concise definitions for key Microsoft CRM terms.

Additional Information

For more information about Microsoft CRM, visit the PartnerSource Web site at

You can also find additional information in the following documents:

Microsoft CRM Getting Started Guide

This guide provides information to assist you in the initial steps when you begin using Microsoft CRM.

Microsoft Business Solutions CRM Implementation Guide

The Microsoft Business Solutions CRM Implementation Guide provides the systematic information you need to implement Microsoft CRM successfully in your organization.

Microsoft CRM Deployment Manager Help

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

The Microsoft CRM Data Migration Framework Guide provides systematic instructions for planning data migration and for using the tools in Data Migration Framework to migrate your data to Microsoft CRM.

Web Sites

Microsoft® .NET Framework

Find information about designing, developing, debugging, testing, deploying, and managing applications created with Microsoft .NET Framework. 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

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