Build Windows client applications using the XRM tools

Applies to Dynamics 365 for Customer Engagement apps version 9.x

XRM tooling is a set of APIs built on top of the Dynamics 365 for Customer Engagement apps SDK assembly APIs (Organization service and IDiscoveryService) that provide support for building Windows client applications for Dynamics 365 for Customer Engagement apps.

Note

Dynamics 365 for Customer Engagement apps are built on the Common Data Service platform, which is also the underlying data platform for PowerApps. If you are a Dynamics 365 for Customer Engagement apps (on-premises) user, you continue to use the Customer Engagement platform that has similar functionality as Common Data Service.

The XRM tooling documentation that is applicable to Dynamics 365 for Customer Engagement apps (online) users is now available in the PowerApps documentation at: Build Windows client applications using the XRM tools

This topic and its sub-topics contain information that is applicable only for the on-premises users of Customer Engagement apps.

XRM tooling provides the following capabilities:

  • Supports all the authentication modes to sign in to Customer Engagement apps, including OAuth.

  • Provides PowerShell support for authentication and connection to Customer Engagement.

  • Provides thread safety for actions performed in Customer Engagement apps in a multithreaded environment. More information: Multithreading in Components, Thread-Safe Components

  • Provides a common Windows Presentation Foundation login control for Customer Engagement apps for consistent sign-in experience to Customer Engagement apps from your Windows client applications.

  • Supports secure storage of the sign-in credentials and reuse of the stored credentials to automatically sign in to Customer Engagement apps after initial sign in.

  • Provides built-in diagnostic tracing and performance reporting of the actions performed in Customer Engagement apps, which you can configure based on your organization’s requirements.

See also

Sample: Quick start for XRM Tooling API
Simplified connection quick start