Quickstart: Organization service sample (C#)

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Note

Unsure about entity vs. table? See Developers: Understand terminology in Microsoft Dataverse.

This is where you begin working with the .NET SDK assemblies to work with data using Microsoft Dataverse.

In this quickstart, you will create a minimum console application to connect to the Organization service using the CrmServiceClient class. You will pass your connection information using a connection string passed to the constructor.

You will use the IOrganizationService.Execute method passing an instance of the WhoAmIRequest class, and you will display the WhoAmIResponse.UserId value.

Note

This quickstart example does not include error handling. This is a minimum example of what you need to connect to and use the Organization service.

Prerequisites

• Visual Studio (2019 recommended)
• Internet connection
• Valid user account for a Dataverse instance
  • Your username
  • Your password
• Url to the Dataverse environment you want to connect with
• Basic understanding of the Visual C# language

Create Visual Studio project

1. Create a new Console App (.NET Framework) project using .NET Framework 4.6.2

   

   Note

   This screenshot shows the name OrgServiceQuickStart, but you can choose to name the project and solution whatever you want.

2. In Solution Explorer, right-click the project you created and select Manage NuGet Packages... in the context menu.

   

3. Browse for the latest version of the Microsoft.CrmSdk.XrmTooling.CoreAssembly NuGet package and install it.

   

Note

You must select I Accept in the Licence Acceptance dialog.

Edit Program.cs

1. Add these using statements to the top of Program.cs

   using Microsoft.Crm.Sdk.Messages;
   using Microsoft.Xrm.Tooling.Connector;
   

2. Replace the Main method with the following code. The supported values for AuthType are listed in Connection string parameters.

   static void Main(string[] args)
   {            
       // e.g. https://yourorg.crm.dynamics.com
       string url = "<your environment url>";
       // e.g. you@yourorg.onmicrosoft.com
       string userName = "<your user name>";
       // e.g. y0urp455w0rd 
       string password = "<your password>";
   
       string conn = $@"
       Url = {url};
       AuthType = OAuth;
       UserName = {userName};
       Password = {password};
       AppId = 51f81489-12ee-4a9e-aaae-a2591f45987d;
       RedirectUri = app://58145B91-0C36-4500-8554-080854F2AC97;
       LoginPrompt=Auto;
       RequireNewInstance = True";
   
       using (var svc = new CrmServiceClient(conn))
       {
   
           WhoAmIRequest request = new WhoAmIRequest();
   
           WhoAmIResponse response = (WhoAmIResponse)svc.Execute(request);
   
           Console.WriteLine("Your UserId is {0}", response.UserId);
   
           Console.WriteLine("Press any key to exit.");
           Console.ReadLine();
       }
   }
   

3. Edit the following values to add information for your environment. You can find your environment URL in the Web application under Settings > Customization > Developer Resources.

   // e.g. https://yourorg.crm.dynamics.com
   string url = "<your environment url>";
   // e.g. you@yourorg.onmicrosoft.com
   string userName = "<your user name>";
   // e.g. y0urp455w0rd
   string password = "<your password>";
   

Run the program

1. Press F5 to run the program. The output should look like this:

   Your UserId is 969effb0-98ae-478c-b547-53a2968c2e75
   Press any key to exit.
   

Congratulations!

You have successfully connected to the organization service.

Next Steps

These articles will explain how to work with Dataverse tables:

Entity class operations using the Organization service
Create table rows using the Organization Service
Retrieve a table row using the Organization Service
Update and delete table rows using the Organization Service
Associate and disassociate table rows using the Organization Service