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Sample: Quick start for Microsoft Dynamics CRM

Applies To: Microsoft Dynamics CRM 2013, Microsoft Dynamics CRM Online

The QuickStart sample is a Microsoft .NET Framework managed code sample that shows how to connect to the Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online web services by using the ServerConnection helper class and perform basic create, update, retrieve, and delete operations on an entity.

Requirements

This sample code is for Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online. Download the Microsoft Dynamics CRM SDK package. It can be found in the following location in the download package:

SDK\SampleCode\CS\QuickStart

SDK\SampleCode\VB\QuickStart

Demonstrates

This sample authenticates the user with the Microsoft Dynamics CRM web services by using the ServerConnection helper class and methods. After obtaining a reference to the Organization web service, the sample performs basic create, update, retrieve, and delete operations on an account entity. The sample also handles common exceptions that can be thrown.

Example


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

// These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
// located in the SDK\bin folder of the SDK download.
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Crm.Sdk.Messages;

namespace Microsoft.Crm.Sdk.Samples
{
    /// <summary>
    /// Demonstrates how to do basic entity operations like create, retrieve,
    /// update, and delete.</summary>
    /// <remarks>
    /// At run-time, you will be given the option to delete all the
    /// database records created by this program.</remarks>
    public class CRUDOperations
    {
        #region Class Level Members

        private Guid _accountId;
        private OrganizationServiceProxy _serviceProxy;

        #endregion Class Level Members

        #region How To Sample Code
        /// <summary>
        /// This method first connects to the Organization service. Afterwards,
        /// basic create, retrieve, update, and delete entity operations are performed.
        /// </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 = ServerConnection.GetOrganizationProxy(serverConfig) )
                {
                    _serviceProxy.EnableProxyTypes();

                    CreateRequiredRecords();

                    // Display information about the logged on user.
                    Guid userid = ((WhoAmIResponse)_serviceProxy.Execute(new WhoAmIRequest())).UserId;
                    SystemUser systemUser = (SystemUser)_serviceProxy.Retrieve("systemuser", userid, 
                        new ColumnSet(new string[] {"firstname", "lastname"}));
                    Console.WriteLine("Logged on user is {0} {1}.", systemUser.FirstName, systemUser.LastName);
 
                    // Retrieve the version of Microsoft Dynamics CRM.
                    RetrieveVersionRequest versionRequest = new RetrieveVersionRequest();
                    RetrieveVersionResponse versionResponse =
                        (RetrieveVersionResponse)_serviceProxy.Execute(versionRequest);
                    Console.WriteLine("Microsoft Dynamics CRM version {0}.", versionResponse.Version);


                    // Instantiate an account object. Note the use of the option set enumerations defined in OptionSets.cs.
                    // See the Entity Metadata topic in the SDK documentation to determine 
                    // which attributes must be set for each entity.
                    Account account = new Account { Name = "Fourth Coffee" };
                    account.AccountCategoryCode = new OptionSetValue((int)AccountAccountCategoryCode.PreferredCustomer);
                    account.CustomerTypeCode = new OptionSetValue((int)AccountCustomerTypeCode.Investor);

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

                    Console.Write("{0} {1} created, ", account.LogicalName, account.Name);

                    // Retrieve the account containing several of its attributes.
                    ColumnSet cols = new ColumnSet(
                        new String[] { "name", "address1_postalcode", "lastusedincampaign" });

                    Account retrievedAccount = (Account)_serviceProxy.Retrieve("account", _accountId, cols);
                    Console.Write("retrieved, ");

                    // Update the postal code attribute.
                    retrievedAccount.Address1_PostalCode = "98052";

                    // The address 2 postal code was set accidentally, so set it to null.
                    retrievedAccount.Address2_PostalCode = null;

                    // Shows use of a Money value.
                    retrievedAccount.Revenue = new Money(5000000);

                    // Shows use of a Boolean value.
                    retrievedAccount.CreditOnHold = false;

                    // Update the account record.
                    _serviceProxy.Update(retrievedAccount);
                    Console.WriteLine("and updated.");

                    DeleteRequiredRecords(promptforDelete);
                }
            }

            // 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;
            }
        }

        /// <summary>
        /// Creates any entity records that this sample requires.
        /// </summary>
        public void CreateRequiredRecords()
        {
            // For this sample, all required entities are created in the Run() method.
        }
      
        /// <summary>
        /// Deletes any entity records that were created for this sample.
        /// <param name="prompt">Indicates whether to prompt the user 
        /// to delete the records created in this sample.</param>
        /// </summary>
        public void DeleteRequiredRecords(bool prompt)
        {
            bool deleteRecords = true;

            if (prompt)
            {
                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)
            {
                _serviceProxy.Delete(Account.EntityLogicalName, _accountId);
                Console.WriteLine("Entity records have been deleted.");
            }
        }
      
        #endregion How To Sample Code

        #region Main method

        /// <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();

                CRUDOperations app = new CRUDOperations();
                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("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("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 method
    }
}

See Also

Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online
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