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Sample: Create, retrieve, update, and delete (late bound)

Applies To: CRM 2015 on-prem, CRM Online

This sample is for Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM Online 2015 Update. Download the Microsoft Dynamics CRM SDK package. It can be found in the following location in the download package:

SampleCode\CS\GeneralProgramming\LateBound\CRUDOperationsDE.cs

Requirements

For more information about the requirements for running the sample code provided in this SDK, see Use the sample and helper code.

Example

This sample demonstrates the create, retrieve, update, and delete operations on an account using the late bound Entity class.


using System;
using System.ServiceModel;
using System.ServiceModel.Description;

// These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
// found in the SDK\bin folder.
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Discovery;

namespace Microsoft.Crm.Sdk.Samples
{
    /// <summary>
    /// Demonstrates how to do basic entity operations like create, retrieve,
    /// update, and delete.
    /// If you want to run this sample repeatedly, you have the option to 
    /// delete all the records created at the end of execution.
    /// </summary>
    public class CRUDOperationsDE
    {
        #region Class Level Members
        /// <summary>
        /// Stores the organization service proxy.
        /// </summary>
        private OrganizationServiceProxy _serviceProxy;
        private IOrganizationService _service;

        // Define the IDs needed for this sample.
        private Guid _accountId;

        #endregion Class Level Members

        #region How To Sample Code
        /// <summary>
        /// Create and configure the organization service proxy.
        /// Create an account record
        /// Retrieve the account record
        /// Update the account record
        /// Optionally delete any entity records that were created for this sample.
       /// </summary>
        /// <param name="serverConfig">Contains server connection information.</param>
        /// <param name="promptForDelete">When True, the user will be prompted to delete
        /// all created entities.</param>
        public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete)
        {
            try
            {

                // Connect to the Organization service. 
                // The using statement assures that the service proxy will be properly disposed.
                using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
                {
                    _service = (IOrganizationService)_serviceProxy;

                    // Instaniate an account object.
                    Entity account = new Entity("account");

                    // Set the required attributes. For account, only the name is required. 
                    // See the Entity Metadata topic in the SDK documentatio to determine 
                    // which attributes must be set for each entity.
                    account["name"] = "Fourth Coffee";

                    // Create an account record named Fourth Coffee.
                    _accountId = _service.Create(account);

                    Console.Write("{0} {1} created, ", account.LogicalName, account.Attributes["name"]);

                    // Create a column set to define which attributes should be retrieved.
                    ColumnSet attributes = new ColumnSet(new string[] { "name", "ownerid" });

                    // Retrieve the account and its name and ownerid attributes.
                    account = _service.Retrieve(account.LogicalName, _accountId, attributes);
                    Console.Write("retrieved, ");

                    // Update the postal code attribute.
                    account["address1_postalcode"] = "98052";

                    // The address 2 postal code was set accidentally, so set it to null.
                    account["address2_postalcode"] = null;

                    // Shows use of Money.
                    account["revenue"] = new Money(5000000);

                    // Shows use of boolean.
                    account["creditonhold"] = false;

                    // Update the account.
                    _service.Update(account);
                    Console.WriteLine("and updated.");

                    // Delete the account.
                    bool deleteRecords = true;

                    if (promptForDelete)
                    {
                        Console.WriteLine("\nDo you want these entity records deleted? (y/n) [y]: ");
                        String answer = Console.ReadLine();

                        deleteRecords = (answer.StartsWith("y") || answer.StartsWith("Y") || answer == String.Empty);
                    }

                    if (deleteRecords)
                    {
                        _service.Delete("account", _accountId);

                        Console.WriteLine("Entity record(s) have been deleted.");
                    }

                }
            }

            // Catch any service fault exceptions that Microsoft Dynamics CRM throws.
            catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
            {
                // You can handle an exception here or pass it back to the calling method.
                throw;
            }
        }

        #endregion How To Sample Code

        #region Main
        /// <summary>
        /// Standard Main() method used by most SDK samples.
        /// </summary>
        /// <param name="args"></param>
        static public void Main(string[] args)
        {
            try
            {
                // Obtain the target organization's Web address and client logon 
                // credentials from the user.
                ServerConnection serverConnect = new ServerConnection();
                ServerConnection.Configuration config = serverConnect.GetServerConfiguration();

                CRUDOperationsDE app = new CRUDOperationsDE();
                app.Run(config, true);
            }
            catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> ex)
            {
                Console.WriteLine("The application terminated with an error.");
                Console.WriteLine("Timestamp: {0}", ex.Detail.Timestamp);
                Console.WriteLine("Code: {0}", ex.Detail.ErrorCode);
                Console.WriteLine("Message: {0}", ex.Detail.Message);
                Console.WriteLine("Plugin Trace: {0}", ex.Detail.TraceText);
                Console.WriteLine("Inner Fault: {0}",
                    null == ex.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
            }
            catch (System.TimeoutException ex)
            {
                Console.WriteLine("The application terminated with an error.");
                Console.WriteLine("Message: {0}", ex.Message);
                Console.WriteLine("Stack Trace: {0}", ex.StackTrace);
                Console.WriteLine("Inner Fault: {0}",
                    null == ex.InnerException.Message ? "No Inner Fault" : ex.InnerException.Message);
            }
            catch (System.Exception ex)
            {
                Console.WriteLine("The application terminated with an error.");
                Console.WriteLine(ex.Message);

                // Display the details of the inner exception.
                if (ex.InnerException != null)
                {
                    Console.WriteLine(ex.InnerException.Message);

                    FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> fe = ex.InnerException
                        as FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>;
                    if (fe != null)
                    {
                        Console.WriteLine("Timestamp: {0}", fe.Detail.Timestamp);
                        Console.WriteLine("Code: {0}", fe.Detail.ErrorCode);
                        Console.WriteLine("Message: {0}", fe.Detail.Message);
                        Console.WriteLine("Plugin Trace: {0}", fe.Detail.TraceText);
                        Console.WriteLine("Inner Fault: {0}",
                            null == fe.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
                    }
                }
            }
            // Additional exceptions to catch: SecurityTokenValidationException, ExpiredSecurityTokenException,
            // SecurityAccessDeniedException, MessageSecurityException, and SecurityNegotiationException.

            finally
            {
                 
                Console.WriteLine("Press <Enter> to exit.");
                Console.ReadLine();
            }

        }
        #endregion Main
    }
}

See Also

Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM Online
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