Dataverse

Accessing and Manipulating Data in Dataverse with the XRM Client Using the XRM client, you can perform CRUD (Create, Read, Update, Delete) operations and retrieve related data in Microsoft Dataverse. This guide walks you through these tasks step-by-step. Setup Ensure the following packages are installed: Install-Package Microsoft.CrmSdk.XrmTooling.CoreAssembly Install-Package Microsoft.CrmSdk.XrmTooling.CrmWebApi Connect to Dataverse Establish a connection to your Dataverse environment: using Microsoft.Xrm.Tooling.Connector; using Microsoft.Xrm.Sdk; var connectionString = "AuthType=OAuth;Username=YOUR_USERNAME;Password=YOUR_PASSWORD;Url=https://YOUR_ORG.crm.dynamics.com;AppId=YOUR_APP_ID;RedirectUri=YOUR_REDIRECT_URI;"; var service = new CrmServiceClient(connectionString); 1. Read (Retrieve) Operation Retrieve an entity record by its ID: ...

CrmServiceClient vs IOrganizationService: Understanding the Differences Both CrmServiceClient and IOrganizationService play crucial roles in Dynamics 365 and Dataverse development. While they serve similar purposes, they offer different advantages depending on your development scenario. CrmServiceClient The CrmServiceClient is a more modern, feature-rich client that extends the functionality of IOrganizationService. Advantages: Connection String Support: Easily connect using a connection string Automatic Token Management: Handles authentication token renewal automatically Retry Policies: Built-in support for retrying failed connections Helper Methods: Includes additional utility methods for common operations Example Usage: string connectionString = "AuthType=OAuth;Url=https://myorg.crm.dynamics.com;AppId=00000000-0000-0000-0000-000000000000;RedirectUri=http://localhost;LoginPrompt=Auto"; using (var svc = new CrmServiceClient(connectionString)) { if (svc.IsReady) { Entity account = new Entity("account"); account["name"] = "Sample Account"; Guid accountId = svc.Create(account); Console.WriteLine($"Created account with ID: {accountId}"); } } IOrganizationService The IOrganizationService interface is the core interface for interacting with Dataverse/Dynamics 365 data. ...

Understanding FetchXML: Breaking Down a Query Example FetchXML is a powerful XML-based query language for retrieving data from Microsoft Dataverse. Let’s break down a sample FetchXML query and understand its components. FetchXML Query <fetch> <entity name='contact'> <attribute name='fullname' /> <attribute name='emailaddress1' /> <link-entity name='account' from='accountid' to='parentcustomerid' alias='account'> <filter> <condition attribute='accountid' operator='eq' value='ACCOUNT_ID' /> </filter> </link-entity> </entity> </fetch> Explanation of Components <fetch>: The root element of the query, containing the definition of what data to retrieve. <entity>: Defines the primary entity for the query. In this example: ...