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Assign a record to a team

  • Article

This sample shows how to assign a record to a team by using the AssignRequest message.

SDK for .NET: Assign a record to a team sample code

How to run this sample

  1. Download or clone the Samples repo so that you have a local copy.
  2. (Optional) Edit the dataverse/App.config file to define a connection string specifying the Microsoft Dataverse instance you want to connect to.
  3. Open the sample solution in Visual Studio and press F5 to run the sample. After you specify a connection string in dataverse/App.config, any sample you run will use that connection information.

If you do not specify a connection string in dataverse/App.config file, a dialog will open each time you run the sample and you will need to enter information about which Dataverse instance you want to connect to and which credentials you want to use. This dialog will cache previous connections so that you can choose a previously used connection.

Those samples in this repo that require a connection to a Dataverse instance to run will include a linked reference to the dataverse/App.config file.

What this sample does

The AssignRequest message is intended to be used in a scenario where it contains the data that is needed to assign the specified record to a new owner (user or team) by changing the OwnerId column of the record.

How this sample works

In order to simulate the scenario described in What this sample does, the sample will do the following:

Setup

  1. Checks for the current version of the org.
  2. Creates required data that this sample requires.

Demonstrate

The AssignRequest message assigns the account record created for the sample to a team.

Clean up

Displays an option to delete all the data created in the sample. The deletion is optional in case you want to examine the data created by the sample. You can manually delete the data to achieve same results.