Pivotal CRM - Templates for Visual Studio

Templates for Visual Studio will accelerate Pivotal CRM development by providing a proven methodology along with boilerplate code that will speed up development time. The templates are powered by a wizard that will create the metadata and boilerplate code based on the chosen Pivotal CRM system. These templates will provide for the creation of the following types of projects and project items.

Main Features


  • Form Server Task
  • Service Tasks
  • Client Tasks
  • Metadata
  • Global Client
  • Common (classes that can be used both on the client and server side)


Project Items

  • For the client side logic
    • Command Handlers
    • Events
    • Client Forms
    • Notification handlers
  • For the metadata: automatic creation of the metadata for the following objects
    • Tables (with fields, forms, queries, choices, etc.)
    • LD Groups (and its LD Strings)
    • Server Tasks (with its methods)
  • For the server side logic
    • Server Form/Service TaskExecute methods


Pivotal CRM 6.0.9 or higher (PCM 6.0.8 HF1)



Look for a quick overview of the module