CRMAccount.RetrieveByPrincipal Method

The RetrieveByPrincipal method retrieves all the accounts owned by the specified security principal.


[Visual Basic .NET]
Public Function RetrieveByPrincipal(
  ByVal Caller As CUserAuth,
  ByVal Principal As CSecurityPrincipal,
  ByVal ColumnSetXML As String
) As String
public string RetrieveByPrincipal(
  CUserAuth  Caller,
  CSecurityPrincipal  Principal,
  string  ColumnSetXML
public: String* RetrieveByPrincipal(
  CUserAuth*  Caller,
  CSecurityPrincipal*  Principal,
  String*  ColumnSetXML



Specifies the identity of the caller. The caller must have the prvReadAccount privilege to perform this action. See CUserAuth.


Specifies the security principal whose accounts you want to retrieve. See CSecurityPrincipal.


Specifies an XML string describing the set of columns that is to be retrieved. Passing "" or null returns all columns. You can find the valid column names in account.xsd. See also ColumnSetXML Schema.

Return Value

Returns a String type that specifies the XML data containing the accounts requested for the specified security principal. The fields that are returned depend on what fields are specified in the ColumnSetXML parameter. The XML schema is described by account.xsd.


If there is an error, SOAP throws an exception and the error message is reported in System.Web.Services.Protocols.SoapException.Detail.OuterXml.

All IDs passed to the platform are GUIDs wrapped in braces. For example: {6522D89A-A752-4455-A2B0-51494C6957C3}


// strServer should be set with the name of the platform Web server
string strServer = "myservername";

// virtualDirectory should be set with the name of the Microsoft CRM
// virtual directory on the platform Web server
string virtualDirectory = "mscrmservices";
string strDir = "https://" + strServer + "/" + virtualDirectory + "/";

// BizUser proxy object
Microsoft.CRM.Proxy.BizUser bizUser = new Microsoft.CRM.Proxy.BizUser ();
bizUser.Credentials = System.Net.CredentialCache.DefaultCredentials;
bizUser.Url = strDir + "BizUser.srf";

// CRMAccount proxy object
Microsoft.CRM.Proxy.CRMAccount account = new Microsoft.CRM.Proxy.CRMAccount ();
account.Credentials = System.Net.CredentialCache.DefaultCredentials;
account.Url = strDir + "CRMAccount.srf";

string strErrorMsg;
   Microsoft.CRM.Proxy.CUserAuth userAuth = bizUser.WhoAmI();

   // Set up the columns that you want to retrieve
   string strColumnSetXml = "<columnset>";
   strColumnSetXml += "<column>accountid</column>";
   strColumnSetXml += "</columnset>";

   // Create a new security principal
   Microsoft.CRM.Proxy.CSecurityPrincipal securityPrincipal = new Microsoft.CRM.Proxy.CSecurityPrincipal();
   securityPrincipal.Id = userAuth.UserId;
   securityPrincipal.Type = Microsoft.CRM.Proxy.SecurityPrincipalType.sptUser;

   // Retrieve all the accounts for the specified security principal
   string strAccountXml = account.RetrieveByPrincipal(userAuth, securityPrincipal, strColumnSetXml);
catch (System.Web.Services.Protocols.SoapException err)
   // Process the platform error here
   strErrorMsg = ("ErrorMessage: " + err.Message + " " + err.Detail.OuterXml + " Source: " + err.Source );
catch (Exception err)
   // Process other errors here
   strErrorMsg = ("ErrorMessage: " + err.Message );


Namespace: Microsoft.CRM.Proxy

Assembly: microsoft.crm.proxy.dll

See Also

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