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 When working with Microsoft Dataverse (formerly Common Data Service) and Dynamics 365, both CrmServiceClient and IOrganizationService are essential tools. However, they serve different purposes and come with distinct features. Here’s a breakdown to help you decide which one to use. CrmServiceClient Purpose: A high-level tool part of the XRM Tooling framework, designed for a simplified and user-friendly connection to Dynamics 365 and Dataverse. Features: Simplified connection management with support for various authentication methods (e.g., OAuth, Client ID/Secret, Certificate). Built-in retry logic and error handling for enhanced reliability. Convenient utility methods for tasks like FetchXML queries and connection string management. Use Case: Ideal for scenarios requiring straightforward, robust connections and handling of complex authentication. Example: ...

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: ...