Use XRM tooling to retrieve data

Dynamics CRM 2016
 

Updated: November 29, 2016

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

There are many methods available in the CrmServiceClient class for retrieving data in Microsoft Dynamics 365. The following examples demonstrate how you can retrieve a record by ID or FetchXML query.

This method searches for an entity by the specified ID. In this sample, we specify null for the field list value to fetch all the attributes of the specified entity record (account), and then display the name of the retrieved account record.

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CrmServiceClient crmSvc = new CrmServiceClient(new System.Net.NetworkCredential("<UserName>", "<Password>", “<Domain>”),"<Server>", "<Port>", "<OrgName>");

// Verify that you are connected.
if (crmSvc != null && crmSvc.IsReady)
{
    //Display the CRM version number and org name that you are connected to
    Console.WriteLine("Connected to CRM! (Version: {0}; Org: {1}", 
    crmSvc.ConnectedOrgVersion, crmSvc.ConnectedOrgUniqueName);

    Dictionary<string, object> data = crmSvc.GetEntityDataById("account", <Account_ID>, null);
    foreach (var pair in data)
    {
        if (pair.Key == "name")
        {
            Console.WriteLine("Name of the account is {0}", pair.Value);
        }
    }
}
else
{
    // Display the last error.
    Console.WriteLine("An error occurred: {0}", crmSvc.LastCrmError);

    // Display the last exception message if any.
    Console.WriteLine(crmSvc.LastCrmException.Message);
    Console.WriteLine(crmSvc.LastCrmException.Source);
    Console.WriteLine(crmSvc.LastCrmException.StackTrace);

    return;
}

This method searches for the entity based on the specified FetchXML query. In this sample, we retrieve and display the count of all account records in the system.

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CrmServiceClient crmSvc = new CrmServiceClient(new System.Net.NetworkCredential("<UserName>", "<Password>", “<Domain>”),"<Server>", "<Port>", "<OrgName>");

// Verify that you are connected.
if (crmSvc != null && crmSvc.IsReady)
{
    //Display the CRM version number and org name that you are connected to
    Console.WriteLine("Connected to CRM! (Version: {0}; Org: {1}", 
    crmSvc.ConnectedOrgVersion, crmSvc.ConnectedOrgUniqueName);

    string fetchXML = 
        @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false' returntotalrecordcount='true' >
            <entity name='account'>
              <attribute name='accountid' />
            </entity>
        </fetch>";
    var queryResult = crmSvc.GetEntityDataByFetchSearchEC(fetchXML);
    if (queryResult != null)
    {
        Console.WriteLine(String.Format("Account Records Count : {0}", queryResult.TotalRecordCount));
    }
}
else
{
    // Display the last error.
    Console.WriteLine("An error occurred: {0}", crmSvc.LastCrmError);

    // Display the last exception message if any.
    Console.WriteLine(crmSvc.LastCrmException.Message);
    Console.WriteLine(crmSvc.LastCrmException.Source);
    Console.WriteLine(crmSvc.LastCrmException.StackTrace);

    return;
}

Microsoft Dynamics 365

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