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Microsoft Dynamics CRM 2015, Microsoft Dynamics CRM Online 2015 Update, Microsoft Dynamics Marketing 2015 Update, and Parature, from Microsoft.

Microsoft Dynamics CRM 2015, Microsoft Dynamics CRM Online 2015 Update, Microsoft Dynamics Marketing 2015 Update, and Parature, from Microsoft.

The 2015 updates for Microsoft Dynamics CRM and Microsoft Dynamics Marketing have arrived! Updates to Parature, from Microsoft are soon to follow in early 2015. These updates add enhancements to sales, marketing, and customer service functionality, and will also add features to facilitate marketing and sales team collaboration.

Products updated

These products will be affected by the 2015 update:

  • Microsoft Dynamics CRM online and on-premises versions

  • Microsoft Dynamics CRM for Outlook

  • Microsoft Dynamics CRM for tablets

  • Microsoft Dynamics CRM for phones

  • Microsoft Dynamics Marketing

  • Parature, from Microsoft

New features

These are just a few of the highlights in the 2015 update:

Microsoft Dynamics CRM

  • Create product families: Boost selling effectiveness with the ability to bundle products and recommend related products for cross-selling/up-selling opportunities.

  • Use sales hierarchies:  Manage and report on your sales data in a way that maps to your business. New hierarchical visualizations and roll-ups bring real-time territory and forecasting data to your fingertips.

  • Mobile sales improvements: Increase field sales productivity with flexible, role tailored dashboards and analytics, personalized home pages and the ability to navigate by hierarchy. This version of the tablet app also includes improved support for disconnected scenarios.

  • Access CRM records on the go via voice commands: Cortana is now part of Microsoft Dynamics CRM! For customers with Windows Phone 8.1, you can now use conversational voice commands to seamlessly create follow-up appointments, tasks, and phone calls; quickly find information; view your customer lists; and more. Note: This feature will be available in English only in markets where Cortana is available. Read about Cortana voice commands for CRM in the topic Take a tour of CRM for phones.

  • Enhanced sales processes: Guide sellers toward desired outcomes with enhanced branching logic within your sales processes. Increase impact via automation of business processes and enforcement of business rules across all devices.

  • Expanded case management functionality: Enable agents to provide differentiated levels of support with flexible Service Level Agreements (SLAs). Gain insight into service effectiveness with the ability to track and analyze key metrics like SLAs and thresholds.

  • Microsoft Social Listening availability: Microsoft Dynamics CRM Online customers with a minimum of 10 Professional users automatically have access to Social Listening as part of their subscription at no additional charge. Customers who have an Enterprise subscription also have access to Social Listening but with no minimum user requirement. You can add Microsoft Social Listening subscriptions from the Office 365 Administrative Portal.

  • Microsoft Social Listening for on-premises CRM customers: You can now access Social Listening directly from within Microsoft Dynamics CRM 2015 - even as an on-premises customer - and may also be eligible for a discounted rate. Contact your Microsoft Dynamics partner for more information.

  • Improvements in CRM for Outlook: Set up CRM for Outlook quickly and easily with the completely redesigned Configuration Wizard. With Microsoft Dynamics CRM 2015 for Outlook, users can sync assigned tasks and appointment attachments. Admins can control synchronization between pairs of fields, which provides confidence about where data is coming from and how it's shared. For more information, see Set up CRM for Outlook.

  • Customizable help: Personalize the user assistance by tailoring the in-product Help content to match the specifics of your Dynamics CRM implementation. You can modify what displays under the Help question-mark icon at either an entity-specific or organization-wide level. Please read Customize the Help experience.

For more detailed information about the update, see What's New in Microsoft Dynamics CRM.

Microsoft Dynamics Marketing

  • Sales and marketing collaboration: Strengthen your marketing and sales synergies with the new Sales Collaboration Panel, which allows sellers to provide input into campaigns and targeting.

  • Manage multi-channel campaigns: Streamline campaign creation and improve segmentation with graphical email editing, A/B and split testing, integrated offers, and approval workflows.

  • Improve B2B marketing: Deepen your lead management capabilities with webinar integration and improved lead scoring, including the ability to introduce multiple lead scoring models. 

  • Enhanced marketing resource management: Gain unprecedented visibility into your marketing plan with the new Interactive Marketing Calendar and improve collaborative marketing with Lync click-to-call and webinars.

  • Gain social insights within Microsoft Dynamics Marketing: Display social information collected with Microsoft Social Listening about your brand, campaigns, and more, all within Microsoft Dynamics Marketing.

  • Additional language & geographic availability:  Microsoft Dynamics Marketing is now available in Japanese and Russian, bringing the total to 12 languages and 37 countries currently supported. Find more information in the Microsoft Dynamics Marketing Translation Guide.

For more information about the update, see What's New in Microsoft Dynamics Marketing

Parature, from Microsoft

There are many exciting new things coming in Parature, from Microsoft in early 2015, including:

  • Knowledgebase management and reporting improvements

  • Comprehensive service desk configurations

  • Support ticketing enhancements

  • Insights into customer self-service/portal usage

  • Mobile service desk enhancements

  • New social channel monitoring

  • Real-time chat translation

  • Further integration with Microsoft Dynamics CRM

  • And more

For more information, download the Parature, from Microsoft Spring '15 Release Preview Guide.

Technical changes

Not only do we want to keep you apprised of new features in the 2015 release, but you also need to know about technical changes that could have an impact on your organization as well as additional resources available to you.  For example, as with previous releases of Microsoft Dynamics CRM, we add and remove items from our supported configurations list to keep current with technology and allow us to provide you the best product possible.

For more information, please read:

Release timing

The 2015 updates for Microsoft Dynamics CRM and Microsoft Dynamics Marketing are available now. Stay tuned for Parature, from Microsoft updates in early 2015. Please visit this page periodically to get the most current information about the upcoming versions.

How to get the updates

Microsoft Dynamics CRM:

  • Updates for online customers: You'll be able to schedule the specific date when your update occurs. We call this a customer-driven update since you “drive” the timing of the update to be the most suitable for your organization. It will be necessary for the CRM administrator to formally approve the update before the update can occur. If you haven't yet updated to the Spring '14 version, features that were added then will also be enabled during this update.  For more information about how this works for Microsoft Dynamics CRM, read Manage Microsoft Dynamics CRM Online updates or watch a short video about the Update process enhancements with Microsoft Dynamics CRM Online 2015 Update (3:33).

  • Updates for on-premises customers: Customers who are current on their Microsoft Software Assurance Plan or Business Ready Enhancement Plan will be able to get updates after the final product release. Learn more about Microsoft Dynamics Service Plans.

Microsoft Dynamics Marketing:

  • The listed administrator within your organization will be notified by email about the specific timing of the update to the next version. Microsoft will send several reminder communications as the scheduled update approaches.

  • Should this scheduled date not be suitable for your organization, you will have an opportunity to reschedule the date through a service request.

  • Keep looking for emails with more specific instructions for updating Microsoft Dynamics Marketing.

Parature, from Microsoft:

  • The listed administrator within your organization will be notified by email about the specific timing of the update to the next version. Microsoft will send several reminder communications as the scheduled update approaches.

How to prepare for updates

Test the updates in a sandbox environment. We always advise that you preview and test new versions in a non-production environment before you update your live production instances. This will give you the opportunity to verify the compatibility of any customizations that you may have made, or any third-party customizations that are installed. Additionally, testing will also allow you to assess the impact of the upcoming changes on your organization and your users. If you haven't already done so, we strongly advise obtaining a non-production instance.

Manage customizations for Dynamics CRM. Three deprecated form scripting methods have been removed; you'll want to make sure your code isn't using those methods before you update. There's also a tool that a developer can run before an update to identify scripts that should be evaluated. For specifics, see Deprecated form script methods removed (part of What's new for Developers).

Browser support for Parature, from Microsoft. Parature, from Microsoft supports all major browsers and their latest versions, including Internet Explorer, Google Chrome, and Mozilla Firefox. To make sure that you can take advantage of all the enhancements to the Service Desk and Support Portal, make sure that you update your browser to the latest version.

Upgrading to a new version of Microsoft Dynamics Marketing. We have designed the upgrade process to be as quick, easy, and trouble-free as possible, but you should still be aware of the process and some possible issues. If you are upgrading from a previous version of Microsoft Dynamics Marketing, find out what to expect by reading Upgrading from an earlier version.

How to stay informed

Have questions?

Connect with Support Resources or browse questions/answers in the Microsoft Dynamics CRM Forum—or you can always contact your partner.

For questions about Parature, from Microsoft, please contact Parature Support.

Enable multi-factor authentication through OAuth

In the newly redesigned Microsoft Dynamics CRM for Outlook Configuration Wizard, System Administrators can enable multi-factor authentication (MFA) through the OAuth 2.0 Framework. OAuth 2.0 is an open framework for authorization that lets users provide access tokens, instead of credentials, to access their data that is hosted by a given service provider (such as CRM). Using MFA can help make client authentication more secure, especially for mobile users. CRM Online and on-premises versions of Microsoft Dynamics CRM 2015 can take advantage of MFA; Microsoft Dynamics CRM 2015 on-premises requires at least Windows Server 2012 R2. CRM Online automatically uses OAuth.

If you have upgraded your authentication server to use OAuth prior to installing CRM 2015 for Outlook, CRM 2015 for Outlook will automatically check for and use OAuth for MFA. Users will see the OAuth sign-in form the first time they use CRM 2015 for Outlook.

If you upgrade your authentication server to use OAuth after rolling out CRM 2015 for Outlook, you have two options to set CRM 2015 for Outlook to use OAuth.

  1. Reconfigure CRM for Outlook on all computers. Run the Microsoft Dynamics CRM for Outlook Configuration Wizard and remove and re-add your organization.

    -- OR --

  2. Use Group Policy to update the following registration key:


    Set AuthenticationProvider to 0

    After the registry change, CRM 2015 for Outlook will automatically check for and use OAuth for MFA.

Software requirements for Microsoft Dynamics CRM Server 2015

In this article you can find which applications and operating systems are supported and not supported.

Microsoft has confirmed the following software is not supported with Microsoft Dynamics CRM 2015:
  • Windows Server 2008 & 2008 R2
  • SQL server 2008 & 2008 R2
  • Windows Small Business Server (all versions)
  • 2008 Series Terminal Servers
  • Windows Vista
  • SharePoint 2007
  • Exchange 2007
  • Internet Explorer 8 & 9
  • Microsoft Office 2007

so what you need to install Dynamics CRM 2015:

Windows Server:
The following editions of the Windows Server 2012 operating system are supported for installing and running Microsoft Dynamics CRM Server 2015:
  • Windows Server 2012 R2 Datacenter
  • Windows Server 2012 R2 Standard
  • Windows Server 2012 Standard
  • Windows Server 2012 Developer

Active Directory Modes:
The computer that Microsoft Dynamics CRM Server is running on must be a member in a domain that is running in one of the following Active Directory directory service forest and domain functional levels:
  • Windows Server 2008 Interim
  • Windows Server 2008 Native
  • Windows Server 2012 
  • Windows Server 2012 R2 

Internet Information Services (IIS):
Microsoft Dynamics CRM Server 2015 supports Internet Information Services (IIS) versions 8.0 and 8.5.
We recommend that you install and run IIS in Native Mode before you install Microsoft Dynamics CRM Server. However, if IIS is not installed and it is required for a Microsoft Dynamics CRM server role, Microsoft Dynamics CRM Server Setup will install it.

SQL Server Editions:
Any one of the following Microsoft SQL Server editions is required and must be installed on Windows Server 2008 (SP2 or R2) 64-bit-based versions or Windows Server 2012 (RTM or R2) 64-bit-based computers, running, and available for Microsoft Dynamics CRM:
  • Microsoft SQL Server 2014, Enterprise, 64-bit
  • Microsoft SQL Server 2014, Business Intelligence 64-bit
  • Microsoft SQL Server 2014, Standard, 64-bitt
  • Microsoft SQL Server 2014, Developer, 64-bit (for non-production use only)
  • Microsoft SQL Server 2012, Enterprise, 64-bit SP1
  • Microsoft SQL Server 2012, Business Intelligence, 64-bit SP1
  • Microsoft SQL Server 2012, Standard, 64-bit SP1
  • Microsoft SQL Server 2012, Developer, 64-bit SP1 (for non-production use only)

Software Component Prerequisites:
The following SQL Server components must be installed and running on the computer that is running SQL Server before you install Microsoft Dynamics CRM Server 2015:
  • SQL word breakers
This is only required for some Microsoft Dynamics CRM language editions. For more information about word breaker versions for languages supported by SQL Server see Configure and Manage Word Breakers and Stemmers for Search.
  • SQL Server Agent service
  • SQL Server full-text indexing 
The following components must be installed and running on the computer where Microsoft Dynamics CRM Server 2015 will be installed:
  • Services
    • Indexing Service 
    • To install this service, see the Windows Server documentation.
    • IIS Admin 
    • World Wide Web Publishing
  • Windows Data Access Components (MDAC) 
  • Microsoft ASP.NET (Must be registered, but does not have to be running.)

Verify Prerequisites:
  • Before you install Microsoft Dynamics CRM Server, you should understand the following:
  • Microsoft SQL Server can be, but is not required to be, installed on the same computer as Microsoft Dynamics CRM Server.
  • If Microsoft Dynamics CRM Server and Microsoft SQL Server are installed on different computers, both computers must be in the same Active Directory directory service domain.
  • Microsoft SQL Server can be installed by using either Windows Authentication or mixed-mode authentication. (Windows Authentication is recommended for increased security and Microsoft Dynamics CRM will use only Windows Authentication).
  • The service account that SQL Server uses to log on to the network must be either a domain user account (recommended) or one of the built-in system accounts supported by SQL Server (Network Service, Local Service, or Local System). Installation of Microsoft Dynamics CRM Server will fail if the SQL Server service account is the local administrator. Installation of Microsoft Dynamics CRM Server will fail if the SQL Server service account is the local administrator.
  • The SQL Server service must be started and can be configured to automatically start when the computer is started.
  • The Microsoft SQL Server Reporting Services service must be started and configured to automatically start when the computer is started.
  • The SQL Server Agent service must be started. This service can be configured to automatically start when the computer is started.
  • Although it is optional, we recommend that you accept the SQL Server default settings for Collation Designator, Sort Order, and SQL Collation. Microsoft Dynamics CRM supports both case-sensitive and case-insensitive sort orders.
  • Microsoft Dynamics CRM Server Setup requires at least one network protocol to be enabled to authenticate by using SQL Server. By default, TCP/IP protocol is enabled when you install SQL Server. You can view network protocols in SQL Server Configuration Manager.

Reporting Requirements:
Microsoft Dynamics CRM Reporting Extensions Requirements
The Microsoft Dynamics CRM Reporting Extensions component has the following requirements:
  • You must complete Microsoft Dynamics CRM Server Setup before you run Microsoft Dynamics CRM Reporting Extensions Setup.
  • You can install and run Microsoft Dynamics CRM Reporting Extensions on only one instance of Microsoft SQL Server Reporting Services on a computer.
  • The identity account running the instance of Microsoft SQL Server Reporting Services where the Microsoft Dynamics CRM Reporting Extensions are running can’t be the local system or a virtual account. This is required for Microsoft Dynamics CRM reporting to work because the identity account must be added to the PrivReportingGroup Active Directory security group that is used by Microsoft Dynamics CRM.
  • Separate deployments of Microsoft Dynamics CRM cannot share one Microsoft SQL Server Reporting Services server. However, a single deployment of Microsoft Dynamics CRM that has multiple organizations can use the same Microsoft SQL Server Reporting Services server.
  • You must run the Microsoft Dynamics CRM Reporting Extensions Setup on a computer that has a supported version of Microsoft SQL Server Reporting Services installed. More information: SQL Server Reporting Services
  • For smaller data sets and fewer users, you can use a single-server deployment or a multiple-server deployment. With larger datasets or more users, performance decreases quickly when complex reports are run. Use a multi-server deployment with one computer that is running SQL Server for Microsoft Dynamics CRM, and another server for Microsoft SQL Server Reporting Services.
Microsoft Dynamics CRM Reporting Authoring Extension Requirements:
Microsoft Dynamics CRM Report Authoring Extension is required to author fetch-based reports by using SQL Server Data Tools.
You must install the Microsoft Dynamics CRM Report Authoring Extension on a PC that has the following software.
  • Microsoft Visual Studio 2012 or Microsoft Visual Studio 2010.
  • SQL Server Data Tools (SSDT) installed with either Microsoft Visual Studio 2012 or Microsoft Visual Studio 2010. More information: Install SQL Server Data Tools
  • For Microsoft Visual Studio 2012: You must download and install Microsoft SQL Server Data Tools - Business Intelligence for Visual Studio 2012. 
  • For Microsoft Visual Studio 2010: You must select and install the SQL Server Data Tools (SSDT) feature that is included with Microsoft SQL Server 2012 or Microsoft SQL Server 2012 Express on the computer that is running Visual Studio 2010. Download: Microsoft SQL Server 2012 Express
  • If your organization uses Microsoft Office 365, make sure that the computer on which the Microsoft Dynamics CRM Report Authoring Extension is installed also has the Microsoft Online Services Sign-in Assistant installed on it. If Microsoft Online Services Sign-in Assistant is already installed, check the registry key SOFTWARE\Microsoft\MSOIdentityCRL and make sure that the TargetDir registry key in MSOIdentityCRL contains msoidcli.dll.

Top 5 features in Microsoft Dynamics CRM 2015

The Microsoft Dynamics CRM 2015 release has many new and improved features, which presents great improvements in how we can utilize the platform better. The updates will enable marketers to plan and execute marketing campaigns better, track impact, and strengthen collaborations with the sales process.

Customers today have higher expectations from businesses and to meet these needs, it’s mandatory to collaborate and bring in solutions which will help to reduce the gap between divisions which work towards customer satisfaction.

Microsoft Dynamics CRM 2015 is set to release in Q4 2014 (December). And as we studied the new release, we realized there are a few features which will bring about a change, in the good sense, for all users.

Product Families

  • Suggestions: Cross – selling or up- selling requires related product linkages, or formation of product families. Opportunity and customer records can help sales professionals bring in better conversion/customer when products are correctly categorized
  • Bundling: Products can be bundled and offered as packages, for discounts and offers
  • Regional pricelist: Products can be bundled and offered as packages, based on regional requirements and assessments
  • Product properties: Increased number of parameters for a product. Though these can be achieved through customizations in Dynamics CRM 2013, product properties will give more flexibility in various in-house processes
  • Import/Export products: Configuration migration tool, introduced in Dynamics CRM 2013 has been improved to support product migrations in Dynamics CRM 2015

Guided Sales Process

  • Further improves the business processes introduced in Dynamics CRM 2013 to enable organization implement complex business processes
  • Conditional branching has brought about more specificity to business processes
  • As compared to the wizard in Dynamics CRM 2013, Dynamics CRM 2015 offers custom programming options bringing in the possibility of implementing complex business logics

Mobile Enhancements

  • Offline draft capabilities on mobile devices which are synced when the user is back online
  • All dashboards are available on tablets

Case Management

  • Different Service Level Agreements (SLAs) to bring in flexible support and service requirements
  • Pause and Resume SLAs to track time efficiently through system settings
  • Track and analyze each key metrics and individual SLA


  • With the new release, search within Dynamics CRM 2015 will be simpler and will allow for the usage of asterisks as wildcard characters
  • Search is customizable and configurable. The search can be across multiple record types.
  • Search can be configured on specific fields of preferred entities, improving search performance

One of the smaller (for now), enhancement which has been brought in, is Cortana on Windows Phone 8.1 devices, using which, users will be able to talk to the customer relationship management suite. Setting up meetings/reminders, searching contacts, accounts or activities, creating new records, etc. will be a breeze using Cortana.

CRM Service Utility for Mobile Development


Dynamics CRM
Code Generation, Dynamics CRM metadata access
Desktop, Phone, Windows RT


This sample is a custom extension to the CrmSvcUtil.exe program that ships in the Dynamics CRM 2013 SDK. The purpose of this program is to generate C# or VB source code containing early-bound entity types and option set types from the metadata of your CRM server. This code can then be included in your mobile app projects. This enables you to make use of both out-of-box and any custom or customized entities in your code.


Building the Sample

To build the program, follow these steps.

  1. Obtain the CrmSvcUtil.exe program and the Microsoft.Xrm.Sdk.dll assembly from the Bin folder of the CRM 2013 SDK. You can download the SDK from
  2. Load the CrmSvcMobileUtil.sln solution file into Visual Studio 2013.
  3. Add references to CrmSvcUtil.exe and Microsoft.Xrm.Sdk.dll in the project.
  4. Press F6 to build the program.


Running the Program

For information on how to run the program, see the SDK topic: Create early bound entity classes with the code generation tool (CrmSvcUtil.exe).


Important Notes

    • The sample files are not intended to be used in a production environment. You should deploy this sample to a test environment and examine it for interaction or interference with other parts of the system.
    • This program was written by Kenichiro Nakamura at Microsoft.


      More Information

      For more information about writing an extension to the CrmSvcUtil program, see Create extensions for the code generation tool.

      You can download code:

      CRM Service Utility for Mobile (48.2KB)

      Mobile Development Helper Code for Dynamics CRM


      Web Services, OData, Dynamics CRM, SOAP
      OData, Microsoft Dynamics CRM Modern app SOAP endpoint, Dynamics CRM web services
      Desktop, Phone, Windows RT


      The Microsoft.Crm.Sdk.Mobile source code sample is a partial re-implementation of the Microsoft Dynamics CRM SDK classes written as a Portable Class Library to facilitate development of store apps for Windows 8.1 desktop, tablets, and phones. The code makes use of the SOAP and OData protocols to issue web service method calls. An organization web service proxy and most of the message response/request classes in the CRM SDK have been implemented. When writing apps that use this code, you don’t have to link to the CRM SDK assemblies to access the organization web service.

      This code can also be used when you develop apps using Xamarin. However, you must comment out the EnableProxyTypes method in Microsoft.Xrm.Sdk.Samples.cs when developing iOS or Android apps using Xamarin because that method contains code that is specific to Windows Store. An alternative is to comment out the relevant code as shown here.


      Copy code
      public async Task EnableProxyTypes()
          List<TypeInfo> typeList = new List<TypeInfo>();
          //// Obtain folder of executing application.
          //var folder = Package.Current.InstalledLocation;
          //foreach (var file in await folder.GetFilesAsync())
          //    // Not only .dll but .exe also contains types.
          //    if (file.FileType == ".dll" || file.FileType == ".exe")
          //    {
          //        var assemblyName = new AssemblyName(file.DisplayName);
          //        var assembly = Assembly.Load(assemblyName);
          //        foreach (TypeInfo type in assembly.DefinedTypes)
          //        {
          //            // Store only CRM entities.
          //            if (type.BaseType == typeof(Entity))
          //                typeList.Add(type);
          //        }
          //    }
          types = typeList.ToArray();


      Building the Sample

      Your development computer must have an internet connection to build the library as a NuGet package named Json.NET will be automatically downloaded during the build.

      To build the Microsoft.Crm.Sdk.Mobile.dll assembly, follow these steps.

      1. In Visual Studio 2013, with update 2 or later installed, load the Microsoft.Crm.Sdk.Mobile.sln file.
      2. Press F6.



      The Microsoft Dynamics CRM 2013 SDK (and earlier releases) support client and server side code development for Dynamics CRM. However, the SDK assemblies cannot be used to develop mobile and store applications as the Windows run-time (WinRT) is not supported. To provide support for mobile apps, including cross platform iOS and Android apps, the Dynamics CRM server now supports client access to the organization web service using industry standard protocols such as OAuth (for authentication), plus SOAP and OData for sending web service requests. The problem is that while these protocols are supported, they are difficult to use. The solution is to layer a framework on top of the protocols to make app programming easier. For developing mobile and store apps, you can use the Microsoft Azure Active Directory Library (ADAL) for authentication, and this sample helper code library for web service requests and early-bound type support. 

      What is included in the library

      This library contains the following key components:


        Web Service Proxy

      This library provides most methods that the OrganizationServiceProxy class in the CRM SDK does - Create, Update, Assign, Execute, and so on. The class supports early-bound development by providing an EnableProxyTypes method. SOAP implementations of these methods use the same name as are used in the CRM SDK while the OData-based methods have names that begin with “Rest” for example RestCreate.


        SDK classes and enumerations

      This library supports most common CRM SDK classes and enumerations. With the addition of early-bound type support, you can use Visual Studio IntelliSense when writing your apps.


        Organization web service messages

      This library includes request/response classes for over 200 messages. It covers both data operations, for example Create, and metadata operations, for example RetrieveMetadataChanges.


      What isn't included in the library

      Several functional areas that the library doesn’t cover are as follows:


      Since this sample code library targets multiple platforms, and each platform has its unique way to authenticate the user, the library doesn’t provide any authentication mechanism. You must obtain an OAuth access token and pass it to an OrganizationDataWebServiceProxy object to access the organization web service. It’s recommended that you use the Microsoft Azure Active Directory Authentication Library (ADAL) for identity authentication. This library is referenced in the CRM SDK documentation and sample code. There is an open source implementation of ADAL available for iOS and Android. There is a Windows 8.1 version available for the desktop, tablets, and phones.

      For more information on ADAL see

      A sample code file named CRMHelpers.cs is provided to demonstrate how to authenticate a universal app. The file is not included in the build of the library.

      DiscoveryService, DeploymentService, OrganizationServiceContext

      This library doesn’t provide support for the discovery or deployment web services. It also doesn’t support the OrganizationServiceContext class.

      How to write apps that use this library

      You can build Microsoft.Crm.Sdk.Mobile.dll using the supplied Visual Studio 2013 solution and add a reference for it in your app’s project or you can add the library’s C# sample code files to your project.

      In your app, add code to authenticate the user and obtain a security access token. The method used varies depending on platform as mentioned previously. Next, instantiate the OrganizationDataWebServiceProxy class.

      Copy code
      OrganizationDataWebServiceProxy _proxy = new OrganizationDataWebServiceProxy();

      Set the access token and web server URL in the OrganizationDataWebServiceProxy object.

      Copy code
      _proxy.ServiceUrl = "<your CRM server URL goes here>";
      _proxy.AccessToken = "<access token>";

      Call EnableProxyTypes to use early-bound types and optionally assign a service time-out interval.

      Copy code
      await _proxy.EnableProxyTypes();
      _proxy.Timeout = 600;

      Send a message request to the web service by using an async/await pattern.

      Copy code
      WhoAmIResponse whoAmIResponse = (WhoAmIResponse)await _proxy.Execute(new WhoAmIRequest());
      // Retrieve User Info
      SystemUser user = (SystemUser)await _proxy.Retrieve(SystemUser.EntityLogicalName, whoAmIResponse.UserId, new ColumnSet(true));

      How to update existing application code

      If you want to use existing application code that was written for the CRM SDK with this library, make the following code changes.

      1. Add the async keyword to methods.

      2. Add await before the call to a proxy method.

      3. When accessing the property of a web service response, do so as shown here.


      Original CRM SDK code

      Copy code
      _proxy.RetrieveMultiple(new QueryExpression(“account”, new Columns(true)).Entities)

      Modified code

      Copy code
      (await _proxy.RetrieveMultiple(new QueryExpression(“account”, new Columns(true))).Entities)

      Important notes

      • The sample files are not intended to be used in a production environment. You should deploy this sample to a test environment and examine it for interaction or interference with other parts of the system.
      • Before you deploy this sample to a production environment, make sure that you consider the existing customizations you may have implemented in Microsoft Dynamics CRM 2013.
      • This library was written by Kenichiro Nakamura at Microsoft.

      Source code for the CrmSvcMobileUtil program is provided in a separate sample. Use that program to generate any custom or customized entity types in your organization for inclusion in your application.

      Source Code Files

      • Microsoft.Xrm.Sdk.Utility.Samples.cs - This file implementes a utility class that provides methods used by the other code files. There is no equivalent for this functionality in the CRM 2013 SDK.

      More Information

      For more information on Dynamics CRM authentication and app development, see Write mobile and modern apps.

      download the code : View this sample online

      Microsoft Dynamics CRM 2015 – Vega

      Microsoft today has shared some information on Microsoft Dynamics CRM Fall Wave release – codenamed Vega as part of the Microsoft Dynamics roadmap 2014/2015. There are 3 other releases as part of CRM 2015 (Q4 2014) Fall wave release. These are: 1) code name Hydra: Microsoft Social Listening, 2) Electra: Microsoft Dynamics Marketing and 3) Phoenix: Parature (Dynamics CRM Integration with Parature) as shown in the below Microsoft Dynamics CRM road map (for 2014 and 2015).

      Microsoft Dynamics CRM 2014/2015 Roadmap

      More details about these 3 other releases will be in future posts.

      As for Dynamics CRM Vega, this is a release focusing on Microsoft Dynamics CRM Core product. The Fall Wave release Vega applies to both CRM Online and CRM On-Premise.

      So Vega is apparently going to be officially named: CRM 2015. It will be released before end of this year (Q4 2014). It is expected to include some core product features in Dynamics CRM that many have been waiting for!
      New features and enhancements in Vega Dynamics CRM 2015 are:

      Business Process Improvements:

      • Rule-based branching
      • Single Edit experience
      • Support for multiple entity loops
      • Programmability through Client API
      • Active processes
      • Change of currently active process
      • Move Stages
      • Stage selection and Changing of currently active stage

      User Experience Improvements:

      • Multi Entity Search Capability (horraayy!)
      • A new Advanced Search Button
      • Nested Quick Create forms

      Mobility Features:

      • The addition of 29 new Languages
      • More Dashboards and new concept of Home-pages
      • Support of “Any Device”
      • Ability to have offline drafts

      Enterprise Sales Features:

      • Entity Hierarchy
      • Cross-sell and Up-sell capabilities (also know as Next Buy Actions)
      • External Pricing features
      • Attribute Inheritance
      • Product Relationship
      • Bundles

      XRM and Development Advances:

      • Complex calculations (Calculated Fields & Roll-up of values) (Yes!)
      • Hierarchical Relationship Property
      • Ability to query multiple entities
      • Hierarchical Security Models
      • Field Level Security for system fields (out of the box fields)

      Analytics and Business Intelligence Enhancements:

      • Power BI in CRM Web client
      • Transactional reporting of CRM on Windows Mobile Client Application
      • Roll up on different fields across hierarchie

      Specific for CRM Online (Microsoft’s Online First motto):

      • Self-Service
      • Sign up process Simplification
      • Global Expansion from 42 to 61 Markets (Latin America data centre)
      • Multi-Geographical tenants
      • Scaling out Organisation Synchronisation
      • Minimal downtime Upgrades
      • Addition of Load balancing

      Supported OS and Software Requirements:

      • Windows Server –2012 & 2012 R2
      • Windows Client – Vista, Windows 7 & Windows 8
      • ADFS – 2.0, 2.1, 2.2
      • SQL Server – 2012
      • Exchange Server –2010 & 2013
      • Outlook – 2010 & 2013

      Software and OS no longe supported:

      • Windows Server 2008 & 2008 R2
      • SQL server 2008 & 2008R2
      • Windows Small Business Server ( all version )
      • 2008 Series Terminal Servers
      • Windows Vista
      • SharePoint 2007
      • Exchange 2007
      • IE 8, IE 9
      • Office 2007

      This post has content from this Dynamics Community post

      Our new product : MawensEdu School Management System

      MawensEdu has been developed over Microsoft Dynamics CRM 2013 and it is a school management system which uses Dynamics CRM’s advanced sales and marketing capabilities. 

      With MawensEdu, you can organize SMS and e-mail campaigns, and you can easily follow your campaign budget as well as your campaign goals. 

      During the sales process, you can create offers for more than one section/school and you can supervise the activities of your worldwide vendors.  

      Inside the School, Student/Teacher, and Classroom – Extracurricular activities can be planned, timetables and attendance charts also can be managed. MawensEdu is an independent platform.

      It’s compatible with Mac, Windows and Tablets (iPad, Android). You can manage your business from any device and anywhere you want because it’s web-based application.

      You do not need any additional software for your device to use its all features. 

      Create suitable Campaign Objectives with powerful analysis tools

      You can easily analyse your data and start e-mail and SMS campaigns for your leads after entering their data obtained from fairs or promotional events. In this way, with minimum cost, you will reach maximum audience who will respond your campaign.

      Also, advanced reporting tools can keep under control your campaign at any time. Objective/cost reports will guarantee the success of your campaign.

      Ensure the sales team to achieve their objectives

      MawensEdu, provides you great tools that makes you able to keep under control the whole process of prospective student, from the first encounter until the sale ends.

      When a registration occurs or updated over MawensEdu, you can obtain results according to each case through the triggered workflow mechanism. 

      For example, a visitor visited your website and filled out the information form. Through the workflow mechanism, this information will fall in front of a dealer and this sale activity can be followed on the system. The system will keep record of all the conversation happened via email, phone or face-to-face between the student and the dealer. 

      The software wizard can help you to give suitable offers for the correct students. In addition, after the completion of sale, the system will take care of placement of the relevant student - payment tracking and, if necessary, picking up from the airport and the accommodation and all these relevant stages can also be followed up through the system.   

      Manage your own school…

      After the sales progress, you can keep track of any course registered by your students and the lectures included in the courses, also your student’s attendance status can be followed. 

      System allows you to save all the course contents and the topics of the current lessons. By this way, you can keep track which teacher and student had what lecture in which classroom on what day/what time; also which materials and study methods had been used. 

      Also system can report about each student, what is the aim of the course and how successful students are at assignments and examinations.  

      System is flexible so it allows you to make changes quickly about the content of a course or urgent teacher replacements.

      The system will allow you to manage school equipment and their planned repair / maintenance activities.

      Timetables and content of Diploma and Certificate programmes can also be planned on the system.

      360 degree view will enable you to keep track of a student on a single screen - starting from the sales process until accommodation, attendance, exam notes, payment tracking and control of the assignments.

      Inside the School, Student/Teacher, and Classroom – Extracurricular activities can be planned, timetables and attendance charts also can be managed. 

      Apart from all these, you can plan inspection dates performed by the external institutions and you can manage the documents you need to submit during these inspections. These activities can be planned under management and teacher role, also can follow up if task have been completed. 

      You can use application online or on-promise.

      Login screen :

      Sample Course Program :

      Sample Schema of Work:

      Sample Lesson Plan:

      iPad Screen 1:

      iPad Screen 2:

      iPad Screen 3:

      CRM 2013 Quick Start - Jumpstart your CRM 2013 learning curve

      I would like to introduce a new CRM book which you can access ebook version from that website

      Discount: JulieYackCRMQuickStartEBook (20% off the ebook)

      The CRM 2013 Quick Start is a first look at Microsoft Dynamics CRM 2013 and all the new features that have been included. 

      In the CRM 2013 Quick Start you will find details that can help administrators, customizers (functional consultants) and developers; not to mention power business users wanting to know all the details the admin never tells them. If you run CRM in the cloud or sitting in a server room at your office the information is useful. 

      This book is targeted to someone who has some CRM prior experience. By that we simply don’t spend any time explaining the basics of Microsoft Dynamics CRM from a beginner’s point of view. That said, the information in this book would still be useful on your journey to become proficient. 

      Chapter 1 - Hello I’m CRM 2013

      Microsoft Dynamics CRM 2013 is a major release building on the strong foundation of CRM 2011. From the user experience to platform capabilities CRM 2013 has changes that are targeted for everyone as users, customizers, IT Pros, and developers. In this chapter we give you a 50,000 foot tour of what’s new.

      Chapter 2 – The User Experience

      Before you can build solutions in CRM 2013 you should learn how the new user experience works. In this chapter we will dive into the new experience and break down all the key changes so you are ready to start thinking about customizing it.

      Chapter 3 – Customizing CRM Forms

      The 2013 user experience requires rethinking how we customize forms. From the new layout options, new controls and even new form types we have a lot to talk about. We also can’t forget you might have CRM 2011 forms and want to know how to move them forward into this release.

      Chapter 4 – Security Model Changes

      Today’s global business challenges the traditional organization structure as people form dynamic teams to work on individual opportunities or other data in CRM. CRM 2013 addresses that with Access Teams which challenge past thinking of how to handle these types of needs. In this chapter we will explore the new feature and discuss how and when to use the different CRM security concepts.

      Chapter 5 – Building Business Processes

      To consistently bake good cookies people often times use their favorite recipe. The Business Process feature of CRM 2013 brings that to CRM allowing you to bake in a business process into the life cycle of a CRM record. In fact you can even blur the lines of multiple CRM entities and have a business process cross the entity boundaries reflecting more real-world business processes. In this chapter we look at the features and how to leverage them to improve user productivity and consistency.

      Chapter 6 – No Code Business Rules

      Portable Business Rules, or PBL for short, offer a declarative way to define business rules. This new feature represents the start of a journey to a common need of having simple rules like “This field is required”. In this chapter we will explore the capability of PBL and when to use it versus other concepts in CRM that can enforce business rules.

      Chapter 7 – Real Time Workflows

      Workflows offer an easy way to compose flexible business processes that can optionally include custom code created by a developer. Prior to CRM 2013 these had to run asynchronously in the background and never could happen in real time. This caused a lot of plug-ins to be built to handle the requirement. New in CRM 2013 is real time workflows that can allow processing of events real time. In this chapter we discuss when and how to use the new feature.

      Chapter 8 – Upgrading to CRM 2013

      Next, Next, Next…Done… If it was only that easy it would be an automated upgrade. In this chapter we explore what you should consider before you upgrade and how to prepare.

      Chapter 9 – Solutions going forward

      As the pace of CRM releases increases, understanding how to package and deploy solutions becomes increasingly important. In this chapter we will discuss changes to the Solution Framework and how to prepare for the bold new world of frequent CRM releases.

      Chapter 10 – Taking CRM on the Road

      There is no question Microsoft was behind in mobile applications for CRM but came back strong with the introduction of the new tablet application for IPad and Windows. Learn how this fits in with the customizations you are doing to CRM and limitations you should be aware of in this first generation release. This chapter will also cover Outlook enhancements and Server Sync that in many scenarios will free the deployment from having an E-mail router.

      Chapter 11 – Developers, Developers, and Developers

      This release doesn’t have huge new API changes but it does have a lot of small useful changes across the different parts of the developer features. In this chapter we will explore from oAuth authentication support to Custom Actions and all the little changes between them.