Sample code directory for Dynamics 365 for Customer Engagement apps

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

The following sample code is included for Dynamics 365 for Customer Engagement.

Activities

Sample: Collaborate with Activity Feeds
Sample: Convert a Fax to a Task
Sample: Create an Email Using a Template
Sample: Create, Retrieve, Update, and Delete (CRUD) an E-Mail Attachment
Sample: Promote an E-mail Message to Dynamics 365 for Customer Engagement apps
Sample: Retrieve E-mail Attachments for an E-mail Template
Sample: Send an E-mail
Sample: Send an E-mail Using a Template
Sample: Send Bulk Email and Monitor Results
Sample: Upload, Retrieve, and Download an Attachment
Sample: Work with Activity Party Records

Administration & security

Sample: Assign Security Role to Team
Sample: Associate a Security Role to a User
Sample: Create an On-Premises User
Sample: Determine Whether a User has a Role
Sample: Disable a User
Sample: Enable Field Security For An Entity
Sample: Remove a Role for a User
Sample: Retrieve Field Permissions
Sample: Retrieve Field Sharing Records
Sample: Retrieve License Information
Sample: Retrieve the Roles for an Organization
Sample: Retrieve Time Zone Information

Auditing

Sample: Audit Entity Data Changes
Sample: Audit User Access

Authentication

Sample: Authenticate Users with Dynamics 365 for Customer Engagement Web Services
Sample: Impersonate Using the ActOnBehalfOf Privilege
Sample: Quick Start for Dynamics 365 for Customer Engagement apps
Sample: Simplified Connection Quick Start using Dynamics 365 for Customer Engagement apps
Sample: Quick start for XRM Tooling API

Azure

Sample: Azure Aware Custom Plug-in
Sample: Azure Aware Custom Workflow Activity
Sample: One-way Listener
Sample: Two-way Listener

Bulk Delete

Sample: Bulk Delete Exported Records
Sample: Bulk Delete Records That Match Common Criteria

Business process flows

Sample: Xrm.Page.data.process.getEnabledProcesses
Sample: Xrm.Page.data.process.getActivePath

Charts and dashboards

Sample: Assign a Chart to Another User
Sample: Assign a User-Owned Dashboard to Another User
Sample: Create, Retrieve, Update and Delete a Dashboard
Sample: Create, Retrieve, Update, and Delete (CRUD) a Chart
Sample: Retrieve all Charts Attached to an Entity

Connections

Sample: Create a Connection (Early Bound)
Sample: Create a Connection Role (Early Bound)
Sample: Create a Reciprocal Connection Role (Early Bound)
Sample: Query Connections by a Record (Early Bound)
Sample: Query Connections by Reciprocal Roles (Early Bound)
Sample: Query Connection Roles by Entity Type Code (Early Bound)
Sample: Update a Connection Role (Early Bound)

Dynamics 365 for Outlook

Sample: Create and Retrieve Outlook Filters
Sample: Use Dynamics 365 for Outlook methods

Currency

Sample: Retrieve Currency Exchange Rate

Customer service and scheduling

Sample: Book an Appointment
Sample: Close an Incident
Sample: Convert an Appointment to a Recurring Appointment
Sample: Create, Retrieve, Update, and Delete (CRUD) a Recurring Appointment
Sample: End a Recurring Appointment
Sample: Link Custom Attributes between Series and Instances
Sample: Manage Contracts
Sample: Query the Working Hours of a User
Sample: Query the Working Hours of Multiple Users
Sample: Reschedule and Cancel Recurring Appointment
Sample: Schedule a Resource
Sample: Validate an Appointment

Customization & metadata

Sample: Create a Custom Activity
Sample: Create a Custom Activity Entity
Sample: Create Global Option Set
Sample: Create and Retrieve Entity Relationships
Sample: Create and Update an Emailable Entity
Sample: Create and Update Entity Metadata
Sample: Detect Solution Dependencies
Sample: Dump Attribute Metadata to a File
Sample: Dump Atttribute Picklist Metadata to a File
Sample: Dump Entity Metadata to a File
Sample: Dump Entity Privilege Information to a File
Sample: Dump Entity Relationship Information to a File
Sample: Dump Global Option Set Information to a File
Sample: Export Ribbon Definitions
Sample: Import Files as Web Resources
Sample: Pass Multiple Values to a Web Resource Through the Data Parameter
Sample: Query Metadata and Detect Changes
Sample: Set and retrieve entity images
Sample: Web Resource Utility
Sample: Work with Attributes
Sample: Work with Global Option Sets
Sample: Work With Solutions
Sample: Work with Views

Data import

Sample: Export and Import a Data Map
Sample: Import Data Using Complex Data Map

Deployment web service

Sample: Use Deployment Service Messages

Discovery web service

Sample: Accessing the Discovery Service

Duplicate detection

Sample: Detect Multiple Duplicate Records
Sample: Enable Duplicate Detection and Retrieve Duplicates
Sample: Use duplicate detection when creating and updating records

Entity records

Sample: Assign a Record to a New Owner
Sample: Assign a Record to a Team
Sample: Associate Records (Early Bound)
Sample: Create, Retrieve, Update and Delete Records (Early Bound)
Sample: Create and Update Records With Related Records (Early Bound)
Sample: Create, Retrieve, Update and Delete (Late Bound)
Sample: Initialize a Record From an Existing Record
Sample: Merge Two Records
Sample: Retrieve Valid Status Transitions
Sample: Rollup Records Related to a Specified Record
Sample: Serialize and Deserialize an Entity
Sample: Set and retrieve entity images
Sample: Share a record using an access team
Sample: Share Records Using GrantAccess, ModifyAccess and RevokeAccess Messages
Sample: Validate and Set State of an Entity
Sample: Upload, Retrieve, and Download an Attachment

Knowledgebase

Sample: Search and Retrieve Articles

Marketing

Sample: Distribute a Quick Campaign
Sample: Distribute Campaign Activities to Dynamic and Static Lists
Sample: Distribute Campaign Activities to Qualified Marketing List

Mobile

Sample: Android Activity Tracker for Dynamics 365 for Customer Engagement apps
Sample: iOS Activity Tracker for Dynamics 365 for Customer Engagement apps

Organization web service

Sample: Authenticate Users with Dynamics 365 for Customer Engagement Web Services
Sample: Execute Multiple Requests
Sample: Execute multiple requests in transaction
Helper Code: ServerConnection Class
Helper Code: SystemUserProvider class
Sample: Impersonation using the ActOnBehalfOf privilege
Sample: Quick Start for Dynamics 365 for Customer Engagement apps
Sample: Simplified Connection Quick Start using Dynamics 365 for Customer Engagement apps
Sample: Use the Organization Service Context

Plug-ins

Sample: Calculate Price plug-in
Sample: Create a basic plug-in
Sample: Web Access from a Sandboxed Plug-in

Product catalog

Sample: Add products to a bundle
Sample: Calculate Price plug-in
Sample: Clone product records
Sample: Create and publish products

Processes, workflows and dialogs

Sample: Calculate a Credit Score with a Custom Workflow Activity
Sample: Create a custom workflow activity
Sample: Create a Process Using a Template
Sample: Create a real-time workflow in code
Sample: Create a Workflow in Code
Sample: Create, Retrieve, Update, and Delete (CRUD) a Dialog
Sample: Execute a Workflow
Sample: Set the State of a Workflow
Sample: Update Next Birthday Using a Custom Workflow Activity

Sample: Complex LINQ Queries
Sample: Convert Queries Between Fetch and Query Expression
Sample: Create a LINQ Query
Sample: Create a LINQ query with late binding
Sample: More LINQ query examples
Sample: Retrieve multiple with condition operators using LINQ
Sample: Retrieve Multiple with Query By Attribute Using Strong Types
Sample: Retrieve Multiple with Query Expression Using Strong Types
Sample: Retrieve Records from an Intersect Table
Sample: Retrieve With One-To-Many Relationship
Sample: Use Aggregation in FetchXML
Sample: Use FetchXML with a Paging Cookie
Sample: Use QueryExpression with a paging cookie
Sample: Validate and Execute a Saved Query

Queues

Sample: Add a Record to a Queue (Early Bound)
Sample: Add a principal to a queue (early bound)
Sample: Clean Up History for a Queue (Early Bound)
Sample: Create a Queue (Early Bound)
Sample: Delete a Queue (Early Bound)
Sample: Release a Queue Item to the Queue Using (Early Bound)
Sample: Share A Queue (Early Bound)
Sample: Specify a Queue Item to Work On (Early Bound)

Reports

Sample: Download Report Definition
Sample: Get Report History Limit
Sample: Make a Report Available or Unavailable to Organization
Sample: Publish a Report

Sales: Leads, opportunities, quotes, orders, invoices, connections

Sample: Convert an Opportunity to a Quote (Early Bound)
Sample: Create a Connection (Early Bound)
Sample: Create a Connection Role (Early Bound)
Sample: Create Reciprocal Connection Role (Early Bound)
Sample: Create an Opportunity (Early Bound)
Sample: Fulfill a Sales Order
Sample: Override Goal Total Count and Close the Goal
Sample: Process Quotes, Sales Orders and Invoices
Sample: Qualify a Lead
Sample: Query Connection Roles by Entity Type Code (Early Bound)
Sample: Query Connections by Reciprocal Roles (Early Bound)
Sample: Retrieve an Opportunity (Early Bound)
Sample: Roll Up Goal Data for a Custom Period Against the Target Revenue
Sample: Roll Up Goal Data for a Fiscal Period Against the Stretch Target Count
Sample: Set Negative Prices in Opportunities, Quotes and Sales Orders
Sample: Update a Connection Role (Early Bound)
Sample: Use Rollup Queries to Track Goals

Sample data

Sample: Install or Remove Sample Data

SharePoint

Sample: Create, Retrieve, Update, and Delete (CRUD) a SharePoint Location Record
Sample: Enable Document Management for Entities
Sample: Retrieve Absolute URL and Site Collection URL of a Location Record

Solutions

Sample: Detect Solution Dependencies
Sample: Work With Solutions

Time zone

Sample: Retrieve Time Zone Information

Web resources

Sample: Import Files as Web Resources
Sample: Pass Multiple Values to a Web Resource Through the Data Parameter
Sample: Web Resource Utility

See also

Tutorials for Learning Dynamics 365 for Customer Engagement apps