Sample: End a recurring appointment series

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

This sample code is for Dynamics 365 for Customer Engagement. Download the complete sample from Sample: Work with Schedules and Appointments.


Internet connection is required to download the sample project and to restore the NuGet packages used in the sample project.


For more information about the requirements for running the sample code provided here, see Use the sample and helper code.


The following sample shows how to end a recurring appointment series by using the DeleteOpenInstancesRequest message.


using System;
using System.Linq;
using System.ServiceModel;
using System.ServiceModel.Description;

// These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
// found in the SDK\bin folder.
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Discovery;
using Microsoft.Xrm.Sdk.Messages;

// This namespace is found in Microsoft.Crm.Sdk.Proxy.dll assembly
// found in the SDK\bin folder.
using Microsoft.Crm.Sdk.Messages;

namespace Microsoft.Crm.Sdk.Samples
    /// <summary>
    /// This sample shows how to end a recurring appointment series.
    /// </summary>
    public class EndRecurringAppointmentSeries
        #region Class Level Members
        /// <summary>
        /// Stores the organization service proxy.
        /// </summary>
        OrganizationServiceProxy _serviceProxy;

        // Define the IDs as well as strings needed for this sample.
        public Guid _recurringAppointmentMasterId;

        #endregion Class Level Members

        #region How To Sample Code
        /// <summary>
        /// Create and configure the organization service proxy.
        /// Initiate the method to create any data that this sample requires.
        /// End the recurring appointment series.
        /// Optionally delete any entity records that were created for this sample.
        /// </summary>
        /// <param name="serverConfig">Contains server connection information.</param>
        /// <param name="promptforDelete">When True, the user will be prompted to delete all
        /// created entities.</param>
        public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete)
                // Connect to the Organization service. 
                // The using statement assures that the service proxy will be properly disposed.
                using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
                    // This statement is required to enable early-bound type support.

                    // Call the method to create any data that this sample requires.

                    // Retrieve a recurring appointment series
                    RecurringAppointmentMaster retrievedRecurringAppointmentSeries = (RecurringAppointmentMaster)_serviceProxy.Retrieve(RecurringAppointmentMaster.EntityLogicalName, _recurringAppointmentMasterId, new ColumnSet(true));

                    // Use the DeleteOpenInstances message to end the series to the
                    // last occurring past instance date w.r.t. the series end date
                    // (i.e., 20 days from today). Effectively, that means that the 
                    // series will end after the third instance (day 14) as this
                    // instance is the last occuring past instance w.r.t the specified 
                    // series end date (20 days from today).
                    // Also specify that the state of past instances (w.r.t. the series 
                    // end date) be set to 'completed'.
                    DeleteOpenInstancesRequest endAppointmentSeries = new DeleteOpenInstancesRequest
                        Target = retrievedRecurringAppointmentSeries,
                        SeriesEndDate = DateTime.Today.AddDays(20),
                        StateOfPastInstances = (int)AppointmentState.Completed

                    Console.WriteLine("The recurring appointment series has been ended after the third occurrence.");


            // Catch any service fault exceptions that Microsoft Dynamics CRM throws.
            catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
                // You can handle an exception here or pass it back to the calling method.

        /// <summary>
        /// This method creates any entity records that this sample requires.
        /// Create a new recurring appointment.
        /// </summary>
        public void CreateRequiredRecords()
            // Define an anonymous type to define the possible recurrence pattern values.
            var RecurrencePatternTypes = new
                Daily = 0,
                Weekly = 1,
                Monthly = 2,
                Yearly = 3

            // Define an anonymous type to define the possible values for days 
            // of the week
            var DayOfWeek = new
                Sunday = 0x01,
                Monday = 0x02,
                Tuesday = 0x04,
                Wednesday = 0x08,
                Thursday = 0x10,
                Friday = 0x20,
                Saturday = 0x40

            // Define an anonymous type to define the possible values  
            // for the recurrence rule pattern end type.
            var RecurrenceRulePatternEndType = new
                NoEndDate = 1,
                Occurrences = 2,
                PatternEndDate = 3,

            // Create a new recurring appointment
            RecurringAppointmentMaster newRecurringAppointment =
                new RecurringAppointmentMaster
                    Subject = "Sample Recurring Appointment",
                    StartTime = DateTime.Now.AddHours(1),
                    EndTime = DateTime.Now.AddHours(2),
                    RecurrencePatternType = new OptionSetValue(
                    Interval = 1,
                    DaysOfWeekMask = DayOfWeek.Thursday,
                    PatternStartDate = DateTime.Today,
                    Occurrences = 5,
                    PatternEndType = new OptionSetValue(


            _recurringAppointmentMasterId = _serviceProxy.Create(newRecurringAppointment);
            Console.WriteLine("Created {0} with {1} occurrences.", newRecurringAppointment.Subject, newRecurringAppointment.Occurrences);


        /// <summary>
        /// Deletes any entity records that were created for this sample.
        /// <param name="prompt">Indicates whether to prompt the user to delete 
        /// the records created in this sample.</param>
        /// </summary>
        public void DeleteRequiredRecords(bool prompt)
            bool deleteRecords = true;

            if (prompt)
                Console.WriteLine("\nDo you want these entity records to be deleted? (y/n)");
                String answer = Console.ReadLine();

                deleteRecords = (answer.StartsWith("y") || answer.StartsWith("Y"));

            if (deleteRecords)

                Console.WriteLine("Entity records have been deleted.");

        #endregion How To Sample Code

        #region Main
        /// <summary>
        /// Standard Main() method used by most SDK samples.
        /// </summary>
        /// <param name="args"></param>
        static public void Main(string[] args)
                // Obtain the target organization's Web address and client logon 
                // credentials from the user.
                ServerConnection serverConnect = new ServerConnection();
                ServerConnection.Configuration config = serverConnect.GetServerConfiguration();

                EndRecurringAppointmentSeries app = new EndRecurringAppointmentSeries();
                app.Run(config, true);

            catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> ex)
                Console.WriteLine("The application terminated with an error.");
                Console.WriteLine("Timestamp: {0}", ex.Detail.Timestamp);
                Console.WriteLine("Code: {0}", ex.Detail.ErrorCode);
                Console.WriteLine("Message: {0}", ex.Detail.Message);
                Console.WriteLine("Plugin Trace: {0}", ex.Detail.TraceText);
                Console.WriteLine("Inner Fault: {0}",
                    null == ex.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
            catch (System.TimeoutException ex)
                Console.WriteLine("The application terminated with an error.");
                Console.WriteLine("Message: {0}", ex.Message);
                Console.WriteLine("Stack Trace: {0}", ex.StackTrace);
                Console.WriteLine("Inner Fault: {0}",
                    null == ex.InnerException.Message ? "No Inner Fault" : ex.InnerException.Message);
            catch (System.Exception ex)
                Console.WriteLine("The application terminated with an error.");

                // Display the details of the inner exception.
                if (ex.InnerException != null)

                    FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> fe
                        = ex.InnerException
                        as FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>;
                    if (fe != null)
                        Console.WriteLine("Timestamp: {0}", fe.Detail.Timestamp);
                        Console.WriteLine("Code: {0}", fe.Detail.ErrorCode);
                        Console.WriteLine("Message: {0}", fe.Detail.Message);
                        Console.WriteLine("Plugin Trace: {0}", fe.Detail.TraceText);
                        Console.WriteLine("Inner Fault: {0}",
                            null == fe.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
            // Additional exceptions to catch: SecurityTokenValidationException, ExpiredSecurityTokenException,
            // SecurityAccessDeniedException, MessageSecurityException, and SecurityNegotiationException.

                Console.WriteLine("Press <Enter> to exit.");

        #endregion Main

See also

Sample: CrmServiceHelper Class
Delete or End a Recurring Appointment Series or Instance
Sample Code for Recurring Appointments
Sample: Convert an Appointment to a Recurring Appointment