CrmServiceClient Methods

 

Updated: November 29, 2016

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

Namespace:   Microsoft.Xrm.Tooling.Connector
Assembly:  Microsoft.Xrm.Tooling.Connector (in Microsoft.Xrm.Tooling.Connector.dll)

NameDescription
System_CAPS_pubmethodAddEntityToQueue(Guid, String, String, Guid, Boolean, Guid)

Route an entity to a public queue.

System_CAPS_pubmethodAssignEntityToUser(Guid, String, Guid, Guid)

Assign an Entity to the specified user ID

System_CAPS_pubmethodAssociate(String, Guid, Relationship, EntityReferenceCollection)

System_CAPS_pubmethodCancelSalesOrder(Guid, Dictionary<String, CrmDataTypeWrapper>, Int32, Guid)

Cancel Sales order

System_CAPS_pubmethodCloseActivity(String, Guid, String, String, Guid)

Closes the Activity type specified. The Activity Entity type supports fax , letter , and phonecall

*Note: This will default to using English names for Status. if you need to use Non-English, you should populate the names for completed for the status and state.

System_CAPS_pubmethodCloseIncident(Guid, Dictionary<String, CrmDataTypeWrapper>, Int32, Guid)

Closes an Incident request in CRM, this special handling is necessary to support CRM Built In Object.

System_CAPS_pubmethodCloseOpportunity(Guid, Dictionary<String, CrmDataTypeWrapper>, Int32, Guid)

This will close an opportunity as either Won or lost in CRM

System_CAPS_pubmethodCloseQuote(Guid, Dictionary<String, CrmDataTypeWrapper>, Int32, Guid)

Closes a quote as won or lost, Revise is not supported via this method

System_CAPS_pubmethodCloseTroubleTicket(Guid, String, String, Guid)

Closes a Trouble ticket by ID

System_CAPS_pubmethodCreate(Entity)

System_CAPS_pubmethodCreateAnnotation(String, Guid, Dictionary<String, CrmDataTypeWrapper>, Guid)

This creates a annotation [note] entry, related to a an existing entity

Required Properties in the fieldList

notetext (string) = Text of the note,

subject (string) = this is the title of the note

System_CAPS_pubmethodCreateBatchOperationRequest(String, Boolean, Boolean)

Creates a batch request for executing batch operations. This method returns an ID (GUID) that will be used to identify a request as a batch request vs a "normal" request.

System_CAPS_pubmethodCreateEntityAssociation(String, Guid, String, Guid, String, Guid)

Associates one Entity to another where an M2M Relationship Exists.

System_CAPS_pubmethodCreateMultiEntityAssociation(String, Guid, String, List<Guid>, String, Guid, Boolean)

Associates multiple entities of the same time to a single entity

System_CAPS_pubmethodCreateNewActivityEntry(String, String, Guid, String, String, String, Dictionary<String, CrmDataTypeWrapper>, Guid)

Creates a new activity against the target entity type

System_CAPS_pubmethodCreateNewRecord(String, Dictionary<String, CrmDataTypeWrapper>, String, Boolean, Guid)

Uses the dynamic entity pattern to create a new entity record.

System_CAPS_pubmethodCreateOrUpdatePickListElement(String, String, List<LocalizedLabel>, Int32, Boolean)

Adds an option to a pick list on an entity.

System_CAPS_pubmethodDelete(String, Guid)

System_CAPS_pubmethodDeleteEntity(String, Guid, Guid)

Deletes an entity from the CRM

System_CAPS_pubmethodDeleteEntityAssociation(String, Guid, String, Guid, String, Guid)

Removes the Association between 2 entity items where an M2M Relationship Exists.

System_CAPS_pubmethodDisassociate(String, Guid, Relationship, EntityReferenceCollection)

System_CAPS_pubmethodSystem_CAPS_staticDiscoverOrganizations(Uri, ClientCredentials, UserIdentifier, String, Uri, String, Boolean, String, PromptBehavior)

System_CAPS_pubmethodSystem_CAPS_staticDiscoverOrganizations(Uri, Uri, ClientCredentials, ClientCredentials)

Discovers the organizations.

System_CAPS_pubmethodSystem_CAPS_staticDiscoverOrganizations(Uri, Uri, NetworkCredential)

Discovers the organizations.

System_CAPS_pubmethodEquals(Object)

(Inherited from Object.)

System_CAPS_pubmethodExecute(OrganizationRequest)

System_CAPS_pubmethodExecuteBatch(Guid)

Begins running the Batch command.

System_CAPS_pubmethodExecuteCrmEntityDeleteRequest(String, Guid, String)

Executes a row level delete on a CRM entity ( thread safe ) and returns true or false. Also adds metrics for logging support.

System_CAPS_pubmethodExecuteCrmOrganizationRequest(OrganizationRequest, String)

Executes a CRM Organization Request (thread safe) and returns the organization response object. Also adds metrics for logging support.

System_CAPS_pubmethodExecuteWorkflowOnEntity(String, Guid, Guid)

Executes a named workflow on an object.

System_CAPS_pubmethodGetActivitiesBy(String, Guid, List<String>, CrmServiceClient.LogicalSearchOperator, Dictionary<String, String>, Dictionary<String, CrmServiceClient.LogicalSortOrder>, Int32, Int32, String, String, Boolean, Guid)

Returns all Activities Related to a given Entity ID. Only Account, Contact and Opportunity entities are supported.

System_CAPS_pubmethodGetActivitiesBy(String, Guid, List<String>, CrmServiceClient.LogicalSearchOperator, List<CrmServiceClient.CrmSearchFilter>, Dictionary<String, CrmServiceClient.LogicalSortOrder>, Int32, Int32, String, String, Boolean, Guid)

Returns all Activities Related to a given Entity ID. Only Account, Contact and Opportunity entities are supported.

System_CAPS_pubmethodGetAllAttributesForEntity(String)

Returns all attributes on a entity

System_CAPS_pubmethodGetAllEntityMetadata(Boolean, EntityFilters)

Returns a list of entities with basic data from CRM

System_CAPS_pubmethodGetBatchById(Guid)

TEMP

System_CAPS_pubmethodGetBatchOperationIdRequestByName(String)

Returns the batch id for a given batch name.

System_CAPS_pubmethodGetBatchRequestAtPosition(Guid, Int32)

Returns the organization request at a give position

System_CAPS_pubmethodGetDataByKeyFromResultsSet<T>(Dictionary<String, Object>, String)

This function gets data from a Dictionary object, where "string" identifies the field name, and Object contains the data, this method then attempts to cast the result to the Type requested, if it cannot be cast an empty object is returned.

System_CAPS_pubmethodGetEntityAttributeMetadataForAttribute(String, String)

Gets metadata for a specific entity's attribute.

System_CAPS_pubmethodGetEntityDataByFetchSearch(String, Guid)

Searches for data based on a FetchXML query

System_CAPS_pubmethodGetEntityDataByFetchSearch(String, Int32, Int32, String, String, Boolean, Guid)

Searches for data based on a FetchXML query

System_CAPS_pubmethodGetEntityDataByFetchSearchEC(String, Guid)

Searches for data based on a FetchXML query

System_CAPS_pubmethodGetEntityDataByFetchSearchEC(String, Int32, Int32, String, String, Boolean, Guid)

Searches for data based on a FetchXML query

System_CAPS_pubmethodGetEntityDataById(String, Guid, List<String>, Guid)

Gets a List of variables from the account based on the list of field specified in the Fields List

System_CAPS_pubmethodGetEntityDataByLinkedSearch(String, Dictionary<String, String>, String, Dictionary<String, String>, String, String, String, CrmServiceClient.LogicalSearchOperator, List<String>, Guid)

Queries an Object via a M to M Link

System_CAPS_pubmethodGetEntityDataByLinkedSearch(String, List<CrmServiceClient.CrmSearchFilter>, String, List<CrmServiceClient.CrmSearchFilter>, String, String, String, CrmServiceClient.LogicalSearchOperator, List<String>, Guid, Boolean)

Queries an Object via a M to M Link

System_CAPS_pubmethodGetEntityDataByRollup(String, Guid, String, List<String>, CrmServiceClient.LogicalSearchOperator, Dictionary<String, String>, Dictionary<String, CrmServiceClient.LogicalSortOrder>, Guid)

Returns all Activities Related to a given Entity ID. Only Account, Contact and Opportunity entities are supported.

System_CAPS_pubmethodGetEntityDataByRollup(String, Guid, String, List<String>, CrmServiceClient.LogicalSearchOperator, List<CrmServiceClient.CrmSearchFilter>, Dictionary<String, CrmServiceClient.LogicalSortOrder>, Int32, Int32, String, String, Boolean, Guid)

Returns all Activities Related to a given Entity ID. Only Account, Contact and Opportunity entities are supported.

System_CAPS_pubmethodGetEntityDataBySearchParams(String, Dictionary<String, String>, CrmServiceClient.LogicalSearchOperator, List<String>, Guid)

Gets a list of accounts based on the search parameters.

System_CAPS_pubmethodGetEntityDataBySearchParams(String, List<CrmServiceClient.CrmSearchFilter>, CrmServiceClient.LogicalSearchOperator, List<String>, Dictionary<String, CrmServiceClient.LogicalSortOrder>, Int32, Int32, String, String, Boolean, Guid)

Searches for data from an entity based on the search parameters.

System_CAPS_pubmethodGetEntityDataBySearchParams(String, List<CrmServiceClient.CrmSearchFilter>, CrmServiceClient.LogicalSearchOperator, List<String>, Guid)

Gets a list of accounts based on the search parameters.

System_CAPS_pubmethodGetEntityDisplayName(String, Int32)

Gets an Entity Name by Logical name or Type code.

System_CAPS_pubmethodGetEntityDisplayNamePlural(String, Int32)

Gets an Entity Name by Logical name or Type code.

System_CAPS_pubmethodGetEntityFormIdListByType(String, CrmServiceClient.FormTypeId)

Returns the Form Entity References for a given form type.

System_CAPS_pubmethodGetEntityMetadata(String, EntityFilters)

Returns the Metadata for an entity from CRM, defaults to basic data only.

System_CAPS_pubmethodGetEntityName(Int32)

Returns the Entity name for the given Type code

System_CAPS_pubmethodGetEntityTypeCode(String)

Gets the typecode of an entity by name.

System_CAPS_pubmethodGetGlobalOptionSetMetadata(String)

Gets a global option set from CRM.

System_CAPS_pubmethodGetHashCode()

(Inherited from Object.)

System_CAPS_pubmethodGetMyCrmUserId()

Gets the user ID of the currently logged in user.

System_CAPS_pubmethodGetPickListElementFromMetadataEntity(String, String)

Gets a PickList, Status List or StateList from the metadata of an attribute

System_CAPS_pubmethodGetType()

(Inherited from Object.)

System_CAPS_pubmethodImportDataMapToCrm(String, Boolean, Boolean)

Used to upload a data map to the CRM

System_CAPS_pubmethodImportSolutionToCrm(String, Guid, Boolean, Boolean, Boolean, Boolean)

System_CAPS_pubmethodInstallSampleDataToCrm()

Request CRM to install sample data shipped with CRM. Note this is process will take a few moments to execute.

This method will return once the request has been submitted.

System_CAPS_pubmethodIsSampleDataInstalled()

Determines if the CRM sample data has been installed

System_CAPS_pubmethodSystem_CAPS_staticMakeSecureString(String)

Makes a secure string

System_CAPS_pubmethodPublishEntity(String)

Publishes an entity to the production system, used in conjunction with the Metadata services.

System_CAPS_pubmethodReleaseBatchInfoById(Guid)

Release a batch from the stack Once you have completed using a batch, you must release it from the system.

System_CAPS_pubmethodSystem_CAPS_staticRemoveOAuthTokenCache(String)

System_CAPS_pubmethodResetLocalMetadataCache(String)

This will clear the Metadata cache for either all entities or the specified entity

System_CAPS_pubmethodRetrieve(String, Guid, ColumnSet)

System_CAPS_pubmethodRetrieveBatchResponse(Guid)

System_CAPS_pubmethodRetrieveMultiple(QueryBase)

System_CAPS_pubmethodSendSingleEmail(Guid, String, Guid)

Sends an email.

System_CAPS_pubmethodSubmitImportRequest(CrmServiceClient.ImportRequest, DateTime)

Starts an Import request for CRM.

Supports a single file per Import request.

System_CAPS_pubmethodToString()

(Inherited from Object.)

System_CAPS_pubmethodUninstallSampleDataFromCrm()

Request CRM to remove sample data shipped with CRM. Note this is process will take a few moments to execute. This method will return once the request has been submitted.

System_CAPS_pubmethodUpdate(Entity)

System_CAPS_pubmethodUpdateEntity(String, String, Guid, Dictionary<String, CrmDataTypeWrapper>, String, Boolean, Guid)

Generic update entity

System_CAPS_pubmethodUpdateStateAndStatusForEntity(String, Guid, Int32, Int32, Guid)

Updates the State and Status of the Entity passed in.

System_CAPS_pubmethodUpdateStateAndStatusForEntity(String, Guid, String, String, Guid)

Updates the State and Status of the Entity passed in.

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